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Burks Financial Management, LLC

(919) 667-4725 (877) 450-6353 2841 Plaza Pl, Suite 130, Raleigh, NC 27612 M-F 9am-4pm, Sa-Su Closed Official site

Categories: Financial Planning

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Stephanie Burks is a CERTIFIED FINANCIAL PLANNERâ„¢ professional with more than 28 years of experience in the financial service industry, including Banking, Corporate Finance, and as a Financial Advisor/Planner and Investment Advisor Representative. She is a registered and licensed Series 7 and 66 professional and is a Life, Health, and Disability insurance agent. In addition to her work experience, Stephanie believes in educating herself to offer the best advice for her clients. She holds a duel MBA degree in Management and Finance from Robert Morris and a BS in Finance from the Ohio State University.

American Express, Cash, Check, MasterCard, and Visa gladly accepted

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