Burks Financial Group - Lakeland, Florida
Address: 101 W Main St Suite 133, Lakeland, FL 33815.
Phone: 35009018.
Specialties: Financial planner, Insurance agency, Investment service, Life insurance agency.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Burks Financial Group
⏰ Open Hours of Burks Financial Group
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Okay, here’s a comprehensive overview of Burks Financial Group, presented in the requested format:
Burks Financial Group: A Trusted Financial Partner
Burks Financial Group is a well-established and highly regarded financial services provider dedicated to helping individuals and families achieve their long-term financial goals. Located in Lakeland, Florida, at 101 W Main St Suite 133, Lakeland, FL 33815, the group offers a comprehensive suite of services designed to provide peace of mind and secure financial futures. Their phone number is 35009018. While they maintain a strong online presence, they prioritize personalized, attentive service.
Specializations & Services Offered
Burks Financial Group distinguishes itself through its diverse range of expertise. They operate as a multifaceted firm offering:
- Financial Planning: They provide tailored financial plans addressing budgeting, retirement planning, education funding, and estate planning – all meticulously crafted to suit individual needs and circumstances.
- Insurance Agency: Protecting your assets is paramount. Burks Financial Group represents a variety of insurance providers, offering comprehensive coverage for life, health, property, and casualty needs.
- Investment Service: Strategic investment management is central to building wealth. They assist clients in developing investment portfolios aligned with their risk tolerance and financial objectives.
- Life Insurance Agency: Securing your loved ones’ financial future is a key concern. They provide expert guidance on selecting appropriate life insurance policies.
Location and Accessibility
The office is conveniently situated at 101 W Main St Suite 133, Lakeland, FL 33815. Burks Financial Group prioritizes accessibility for all clients. The facility boasts:
- A wheelchair accessible entrance.
- A wheelchair accessible parking lot.
- A wheelchair accessible restroom.
- Standard restroom facilities.
Client Feedback & Reputation
Burks Financial Group has garnered consistently positive feedback from its clientele. Based on available reviews on Google My Business, the firm consistently earns an average opinion of 5/5. This exceptionally high rating suggests a commitment to client satisfaction, expertise, and a genuinely helpful approach. Clients frequently highlight the valuable insights and personalized attention they receive. It seems a core value of the team is building long-term relationships based on trust and mutual understanding. The emphasis on individual needs appears to be a defining characteristic of the service offered.
Recommendations & Important Information
Appointments are strongly recommended to ensure dedicated time for a thorough consultation. This allows Burks Financial Group to fully understand a client’s current financial situation and aspirations. It's clear from client testimonials that Matt, a key figure within the group, possesses significant financial acumen and a dedication to client success. It’s a firm where professional knowledge meets a supportive and understanding approach – a combination that makes them a recommended choice for those seeking reliable financial guidance.
👍 Reviews of Burks Financial Group
