Knowledgeable staffResponsive to inquiriesClear explanationsLong-term customerPersonalized serviceHelpful estate assistanceGoal achievement
About this business
J G Burke Investments & Financial Planning provides financial services, including full-service, customized financial planning. Greg specializes in Retirement and Estate Planning, but he has been a financial advisor since 1998. He often jokes about having a thousand years' experience, according to his clients. With Greg's help, you will create an action plan that improves your financial well-being. Greg is proud of his accomplishments in helping Canadians, individuals, and families, achieve financial independence from 1999. He was born and raised in Nova Scotia. Greg hails from Glace Bay and has worked hard to become an expert in the financial industry. Greg has a keen interest in helping others accomplish their goals. Greg's goal is to help his clients achieve a state of financial peace. In his free time, Greg enjoys spending time with his family and wandering through nature that recharges his soul after a dive into the financial world.
Reviews Summary
Multiple reviews have been submitted for Greg and Amber providing overwhelmingly positive feedback. Clients appreciate their professionalism, expertise, and personalized approach. They are lauded for their client service, effectiveness, and knowledge. Some customers have worked with them for over 20 years and continue to feel supported and confident in their financial management. Greg is well-versed in financial matters and thoughtful about the future, guiding customers toward and beyond their financial goals. Everyone appreciates the level of care, and it is one of the benefits of working with such a dedicated team. Although the reviews are positive, the number of customers has dropped.
Frequently asked questions
7 questions
What do J G Burke Investments & Financial Planning clients say about the work?
Clients frequently praise Greg and Amber for their knowledge, responsiveness, and personalized attention. They highlight that the team makes clients feel valued and not just a number, with many noting the clarity in explanations and assistance with estate matters.
Does J G Burke Investments & Financial Planning offer retirement planning services?
Yes, they provide retirement planning as part of their financial advisory services, alongside investment advice and estate planning. Greg's expertise in these areas has helped many clients achieve financial independence since 1999.
What are the hours of operation for J G Burke Investments & Financial Planning?
Their hours are as follows: Monday: Closed, Tuesday: 9:00 AM - 4:00 PM, Wednesday: 9:00 AM - 4:00 PM, Thursday: 9:00 AM - 4:00 PM, Friday: Closed, Saturday: Closed, Sunday: Closed.
Can I get investment advice from J G Burke Investments & Financial Planning?
Absolutely, they offer investment advice as part of their financial advisory services. Clients have expressed satisfaction with the team's guidance in navigating investment questions and strategies.
How does J G Burke Investments & Financial Planning handle client inquiries?
They manage client inquiries through consultation calls and follow-up meetings, ensuring prompt responses and clear communication. Reviewers appreciate the team's dedication to addressing questions thoroughly.
Who leads J G Burke Investments & Financial Planning, and what is their experience?
Greg, who has been an advisor since 1998, leads the practice. His extensive experience and specialization in retirement and estate planning contribute to the success of his clients in achieving financial goals.
Where is J G Burke Investments & Financial Planning located?
200 Waterfront Dr #210, Bedford, NS B4A 4J4, Canada
Location & directions
Halifax, Nova Scotia
J G Burke Investments & Financial Planning
Wealth Management Companies
Address
200 Waterfront Dr #210, Bedford, NS B4A 4J4, Canada