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Burgess Financial Planning Reviews

Rated 5 based on 2 Reviews

354 Pine St FL 7, San Francisco, CA 94104, United States

Financial Services San Francisco

Published on
February 26, 2024
Last updated
July 10, 2025

Reviews Summary

Burgess Financial Planning appears to uphold a solid reputation based on the limited set of customer feedback provided. Clients have good regarded the responsiveness and upfront communication from the planner, Sean, especially appreciating his willingness to share his expertise and resources. Notably, customers have expressed satisfaction with the services received, particularly emphasizing the utility of the financial analysis conducted during their consultations. Clients have also appreciated the non-sales driven approach, where they felt their needs were addressed without any pressure to purchase additional services. The focus on genuine assistance and clarity seems to be a core component of the company's customer service strategy.

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What Customers Are Saying About Burgess Financial Planning?

Trustguide extracts key phrases from reviews about Burgess Financial Planning and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that 100% of Burgess Financial Planning's customers had a positive experience.

Positive
100%
Neutral
Negative

Burgess Financial Planning Ratings

5

As of Based on 2 revies as of Feb 26, 2024

Burgess Financial Planning Score

100%

As of Based on 2 revies as of Feb 26, 2024

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Customer Reviews

As of Jul 10, 2025, 2 customers have reviewed this business and rated it 5 Star out of 5. Trustguide conducted an in-depth analysis of Burgess Financial Planning's publicly available reviews View source

Elizabeth Mandel rated Burgess Financial Planning 5 stars
4 years ago
I reached out to Sean for financial planning advice, specifically on relocating and retiring internationally. He responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I really can't thank Sean enough and would definitely recommend him.
howard howard rated Burgess Financial Planning 5 stars
7 years ago
Nice guy. I had a vague idea of what to expect and was pleased with the results. My questions were answered to my satisfaction and he did not try to sell me on anything. In addition, the exercise of collecting my various financial documents and analyzing them was useful, that part alone paid for itself.
rated Burgess Financial Planning 5 stars
7 years ago

Frequently Asked Questions About Burgess Financial Planning

Is Burgess Financial Planning experienced in advising on international retirement?

Yes, Burgess Financial Planning can provide advice on relocating and retiring internationally. The financial planner is upfront about his experience in this area and willing to offer resources and guidance.

Will I be pressured to buy additional services during my consultation with Burgess Financial Planning?

Based on customer reviews, Burgess Financial Planning does not engage in pressuring clients to purchase additional services. Clients are given the information they need without a sales-driven approach.

What can I expect from the financial document analysis by Burgess Financial Planning?

Clients are required to collect various financial documents, which are then analyzed during the consultation. This process has been described as useful and provides practical benefits to the client, aiding in their financial planning.

About Burgess Financial Planning

Financial Services
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How is this report generated

Trustguide generates concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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