- +1 (863) 500 00 18
- [email protected]
- Lakeland, Florida
We are committed to guiding you towards a secure and prosperous financial future. Our expertise in insurance, investments, retirement planning, and savings strategies provides you with the solid foundation needed for peace of mind and success.
- Retirement Planning
- Investment Management
- Insurance Services
Personalized Financial Planning
We provide expert guidance in managing your investments, savings, retirement, and estate planning needs.
Comprehensive Insurance Coverage
Secure your future with our extensive range of insurance products designed to protect you and your loved ones.
Credit and Lending Solutions
Access the financial resources you need with our flexible credit and lending solutions.
Michael Dunn
CEO of FinSecure
“Burks Financial Group has been instrumental in helping us secure our financial future. Their personalized approach and comprehensive services have provided us with peace of mind and confidence in our financial decisions. We highly recommend their expertise and dedication.”
Experts in Financial Solutions
At Burks Financial Group, our mission is to guide our clients to fulfill their definition of success. With over two decades of experience, we provide trusted financial advice and solutions tailored to your unique needs. Our comprehensive services include insurance, investments, retirement planning, and savings strategies, all designed to create a solid financial foundation for your future.
Our team of professionals is dedicated to helping you make wise financial decisions, offering personalized attention and regularly scheduled reviews to adapt to your changing needs. We strive to deliver a better client experience at a concierge level of service, ensuring peace of mind and a prosperous future.
- Tailored Financial Strategies
- Professional Expertise
- Risk Mitigation
- Enhanced Financial Security
- Growth Opportunities
- Tax Efficiency
- Debt Management
- Business Financial Health
Financial Planning Offerings
At Burks Financial Group, we offer a comprehensive range of financial planning services designed to meet your unique needs and help you achieve your financial goals. Our expert team provides personalized solutions across various financial areas to ensure a secure and prosperous future for you and your family.
Financial Planning and Advisory
Our financial planning and advisory services provide you with tailored strategies to manage your wealth effectively. We work closely with you to understand your financial goals and develop a plan that addresses your unique needs, ensuring long-term success and stability.
Investment Management
We offer expert investment management services to help you grow and protect your wealth. Our team provides strategic investment advice, portfolio management, and ongoing support to optimize your investment returns and achieve your financial objectives.
Banking and Cash Management
Our banking and cash management services are designed to streamline your financial operations and improve liquidity. We offer solutions for efficient cash flow management, banking services, and financial planning to help you manage your assets effectively.
Insurance and Risk Management
Protect yourself and your assets with our comprehensive insurance and risk management services. We provide customized insurance solutions to safeguard against potential risks, ensuring that you have the right coverage to secure your future.
What Our Clients Say
We pride ourselves on delivering exceptional service and results. Here’s what some of our valued clients have to say about their experience with us:
Start planning your financial future today with a free consultation!
Take the first step towards achieving your financial goals with a free consultation from Burks Financial Group. Our expert team is here to provide you with personalized financial advice and tailored strategies that will set you on the path to success. Don’t wait—secure your financial future today!
Get in Touch with Us
We’d love to hear from you! Whether you have questions about our services or need assistance with your financial planning, our team at Burks Financial Group is here to help. Reach out to us today and let’s discuss how we can support your financial goals.