The Burney Company

Closed
Call
Website
283 Carriage Dr
Portsmouth, RI 02871
+1 (401) 847-2953
http://www.burney.com

The Burney Company, established in 1974 by Jack Burney, is recognized as one of the pioneering fiduciary investment advisory firms aimed at enhancing investor outcomes through a structured investment process. With an evolving array of services for individuals, families, and institutions, the firm combines decades of expertise in investment management, comprehensive wealth management, and proactive tax planning.

Under the leadership of a nationally recognized team of fiduciaries, The Burney Company offers tailored strategies including publicly traded ETFs and outsourced Chief Investment Officer services. Its accolades include rankings by CNBC, Barrons, and Financial Times, showcasing the firm's commitment to empowering investors and improving financial decision-making.

Generated from the website

Own this business?
See a problem?

You might also like

Mark Savastano - Financial Advisor, Ameriprise Financial Services, LLC
Business services, nec, nec

Mark Savastano - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Fall River, MA area, Mark Savastano will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Ameriprise Financial Services
Financial consultant, Business services, nec, nec

Ameriprise Financial Services

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Fall River, MA area, Peter Serino will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Balanced Wealth Management

Balanced Wealth Management, based in East Greenwich, RI, specializes in assisting pre-retirees in achieving their retirement goals through personalized financial planning. Founded by Rob Auclair, the firm focuses on building strong relationships with clients and employs a disciplined investment approach to help individuals manage their wealth with confidence. The firm’s mission is to address common financial concerns, ensuring clients are prepared for retirement and have a comprehensive plan in place to protect and grow their assets. With insights shared through various media outlets and a commitment to client education, Balanced Wealth Management aims to empower clients to pursue a balanced and fulfilling life. Generated from the website
United States›Rhode Island›Portsmouth›The Burney Company

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.