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Areas of Practice
Based in Greenville, SC a visionary company that excel in personal finance for everyday people.
Today’s investment and insurance climate offers unprecedented opportunities. At George Burgess Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
Accounting & Finance
We recognize that each client has unique goals, values, resources and circumstances. We will build a custom Financial Plan Needs Analysis for you.
Consultancy & Business
We can help you potentially increase your current income and future value of your business, through proven business and tax planning strategies.
Tax and Legal Solutions
Managment & Marketing
A successful marketing and advertising campaign may require a lot of strategic planning, executional brilliance and a significant monetary budget.
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What we Offer
Our financial services
Palmetto Bronze Analysis
- Risk Analysis
- Doc Review
Palmetto Silver
- $200 Startup Fee
- Custom Financial Plan
- Budgeting Guide
- Risk Score Analysis
Palmetto Gold
- $175 Activation Fee
- $97 per 30 days
- Doc Prep
- Doc Analysis
- Longterm Strategy
- Risk Assessment
Don’t hesitate, contact us for better help and services. Let’s Get Started
We’re committed to trusted
financial advisors.
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How We Work
We are leading in personal finance for everyday people.
Being a financially successful entrepreneur is the aim of any organization and therefore, every function in the organization is expected to adhere to financial management norms and practices. Marketing and advertising being one such function in which financial management plays a major role, there are financial managers who dedicatedly work with the marketing teams in their organization. Marketing and advertising deals with the promotion of a product or service or several products and services that an organization sells.
Solutions for small & large businesses
How can George Burgess help our business?
Financial and banking advisors
This is due to their excellent service, competitive pricing and customer support. It’s thoroughly refreshing to get such a personal touch. I highly recommend them to anyone.
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How We Work
We are the leading in personal and business finance.
What happens if you live well into your 90’s or beyond – are your retirement plans, pensions, social security and personal savings enough? Are your assets invested in a way that can maximize your future income?
Do you have a business process that needs rethinking?
George Burgess is trusted by more than 9700
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Team Members
Meet our professionals
We’re hirring, Together we can make a real difference in business. Join Our Team
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Contact info