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Burgess Financial Planning Llc
Burgess Financial Planning Llc

Burgess Financial Planning Llc Reviews Summary

Financial Services | San Francisco, CA

What do customers say about Burgess Financial Planning Llc?

As of Feb 26, 2024, 2 customers have reviewed this business and rated it 5 Star out of 5. The following report provides an in-depth analysis of customer reviews collected.

Source: This report was produced by TrustGuide based on a randomly selected sample of 10 publicly available reviews, sorted by relevance. See source

Verified by
Souad Boumerar
Published on
February 26, 2024
Last updated
March 13, 2024

Overall Reputation

Based on the selected reviews, Trustguide has assessed this business as follows:
Positive
Neutral
Negative
TrustScore®
A+
A
B
C
D
F
Verified by
Trustguide®
Overall Rating
5
/5
2
reviews
Excellent
Good
Average
Fair
Poor
Trustguide uses AI for unbiased and objective review summaries. We strive for accuracy but aren't responsible for source material or decision outcomes.

Burgess Financial Planning Llc's customer reviews analysis

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.

Positive Feedback

Customer feedback for Burgess Financial Planning highlights several positive aspects. Firstly, the prompt and immediate response from Sean in addressing customer inquiries stands out, indicating a strong commitment to customer service. Additionally, the clear and upfront communication about his competencies and the scope of how he could assist adds to a transparent and trust-building experience. Clients also value the practicality of the financial planning exercises, with one specifically mentioning the collection and analysis of financial documents as a valuable part of the service. The absence of a sales pitch and the focus on giving satisfactory answers to clients' questions further contribute to the positive customer experience.

Concerns and Threads

Given the limited number of reviews, negative aspects of customer feedback for Burgess Financial Planning are hard to ascertain. None of the provided reviews explicitly mention any dissatisfaction or specific points of contention with the services received. Should further reviews be available, a more comprehensive evaluation of potential areas of improvement for the company could then be developed. However, based on the currently supplied comments, customers appear to have had their expectations met without notable complaints.

Frequently asked questions about Burgess Financial Planning Llc

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.

Recent customer reviews and testimonials for Burgess Financial Planning Llc

Burgess Financial Planning Llc
Elizabeth Mandel
5-Star
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.
Burgess Financial Planning Llc
howard howard
5-Star
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.
Burgess Financial Planning Llc
5-Star
Read all reviews
TrustScore®
A+
A
B
C
D
F
Verified by
Trustguide®
Overall Rating
5
/5
2
reviews
Excellent
Good
Average
Fair
Poor

About Burgess Financial Planning Llc

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