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Financial Advisor

$28MM AUM | $265,000 GDC in Youngstown, OH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

50% Comm
50% Fee

General

Location
Youngstown, OH, US
12 Month Gross Revenue
$265,000
Number of Accounts
500
Avg Client Age
55

Overview

At Bury Financial Group, we enable our clients to achieve their personal, professional, and financial goals. We measure and help increase our clients' ROI* (return on investment), but more importantly, we enhance their ROL (return on life)!

We strive to develop sincere relationships with quality individuals and families whom we enjoy working with and with whom we share common values. We carefully invest and seek to preserve your assets as though they are our own. We seek to deliver an experience our clients will want to tell their family and friends about by earning your trust and friendship with our concern and integrity.

Since inception, our broker/dealer, SagePoint Financial, Inc. has had relationships with people like you to help them lead happier, healthier, and more productive lives. We believe our success is based on our long history of social responsibility, strong leadership, sound investments, and innovative products and services.

Bury Financial Group is proud to be a part of this great tradition. Our team strives to be committed to delivering superior service and look forward to working for you.

 

Has Office Space to Share in Youngstown, OH

There are additional offices available in our current location to bring Advisors on board with our team while transitioning out of the business.

You must sign up or to discuss details.

 
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