A message from The Burt Financial Group 

Here at the Burt Financial Group, we want to take a moment to reassure you during these unprecedented times that we are here for you; our clients, friends, families and colleagues. As we work through these turbulent financial times, we remain focused on your needs and are committed to bringing you the quality service and strategies you have come to expect from us. We are grateful to be helping you navigate through these times together. Whether its the current inflationary environment, rising interest rates, geopolitical events in Ukraine or China, our job is to focus on how to best guide you through these times. We know you want your focus to be on your family, career and your life. 

Thank you again for the opportunity to help you.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

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Meet the Burt Financial Group

You’ve worked hard to create your wealth and it’s our job to help you keep it in the family.

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We create integrated wealth plans with portfolio retirement strategies, estate solutions and risk management all working together.

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