Ross A. Burkeemail
Baystate Financial - Colchester
302 Mountain View Drive, Suite 201
Colchester, VT 05446
Professional Story
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs.
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
- College Funding Strategies
- Retirement Income Planning
- Retirement Strategies
- Charitable Giving
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