Edward Jones - Financial Advisor: Jim Burgess Jr, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Jim Burgess is a Certified Financial Planner (CFP®) and financial advisor based in Peachtree City, Georgia. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. Jim believes in the importance of face-to-face conversations to understand his clients' financial goals. He provides personalized financial guidance to individuals and families, helping them navigate their financial journeys.

Reviews

Location

Business Information