Burkett Financial Services

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Burkett Financial Services — overview

Assets Under Management

Type

Wealth Manager

Location

Rock Hill, SC, US

Alternative Asset Classes

-

About

Burkett Financial Services is a wealth manager and registered investment advisor based in Rock Hill, South Carolina. Its services include financial planning, portfolio management, investment management, retirement planning, education planning, estate planning, investment planning, insurance planning and income tax planning. The wealth manager advises individuals, pension and profit-sharing plans, trusts and estates.

Burkett Financial Services - known decision makers (5)

Contact NamePositionLocationEmailTelephoneAsset Class
Managing Partner, Financial AdvisorRock Hill, USGEN
Client Services AssociateWest Columbia, USGEN
Financial Consultant, Certified Public Accountant / Certified Financial PlannerWest Columbia, USGEN
Financial Consultant, Certified Public Accountant / Certified Financial PlannerRock Hill, USGEN
Independent Financial Consultant, Investment AdvisorWest Columbia, USGEN

Showing 5 of 5 known decision makers Burkett Financial Services

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