Burns Estate Planning & Wealth Advisors LLC

Your Retirement Dream Team serving the southeast U.S. regions!

General Information
Company Name
Burns Estate Planning & Wealth Advisors LLC
Founded Year
1993
Location (Offices)
Hammond, United States +5
Founders / Decision Makers
Number of Employees
16
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Burns Estate Planning & Wealth Advisors LLC - Company Profile

Burns Estate Planning & Wealth Advisors LLC is a financial services and wealth management startup founded in 1993. The company's slogan, "Your Retirement Dream Team serving the southeast U.S. regions!" reflects its focus on providing advisory products and services to clients in the southeastern region. Operating through Investment Adviser Representatives, the company is associated with Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser.

The startup offers its services under the trade names Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA). Moreover, it holds the title of "The Official Wealth Management Firm of Southeastern Athletics," a paid sponsorship of Southeastern Louisiana University.

It is important to note that any media logos and/or trademarks included in the company's materials are the property of their respective owners, and there is no endorsement by those owners of Burns Estate Planning LLC or Burns Wealth Advisors LLC. Furthermore, the testimonials, statements, and opinions shared on the firm's website are based on the unique experiences of individual clients, and therefore, results will vary and may not be representative of others' experiences.

In summary, Burns Estate Planning & Wealth Advisors LLC has established itself as a reputable player in the financial services and wealth management industries, particularly in the southeastern region of the United States.

Taxonomy: Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Investment Advisory, Estate Planner Attorney, Qualified Plan Advisors, Annuity and Life Insurance, Southeastern U.S. Regions, Estate Planning and Wealth Advisors, Retirement Counseling, Financial Planning, Master Certified Estate Planner, Certified Financial Planner

Funding Rounds & Investors of Burns Estate Planning & Wealth Advisors LLC (0)

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Latest News of Burns Estate Planning & Wealth Advisors LLC

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