Services – Why BBFG?

How We Can Help

Planning with a Purpose

It can be very difficult without professional advice to make the right decision for your particular financial situation. Your prosperity and understanding of your finances and tax implications is our priority. 

  • minimizing your tax burden
  • helping clients retain more money
  • helping clients stay compliant
  • meet long term goals to retirement

What is right for you NOW and for your FUTURE …

There are many factors to take into consideration as your profession, lifestyle and personal income changes.

Burns Brothers Financial has been in business for over eighty years and has many generations of friends and family as clients in doing both individual and small business returns and financial planning. We recognize that our company’s most valuable asset is our client relationships. Dedication to exceptional service and providing a foundation of knowledge to each client in understanding their tax implications and the help we can lend, is key to guiding our clients towards financial success.

Contact Us

Professionals associated with Burns Brothers Financial Group (BBFG) may be either (1) registered representatives with and securities and advisory services offered through LPL Financial. Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of BBFG and not affiliated with LPL Financial.  Tax related services offered through BBFG.  BBFG is a separate legal entity and not affiliated with LPL Financial.  LPL Financial does not offer tax advice or tax related services.

The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MN, MO, ND, NJ, NM, NV, WI, WA.