Burd Financial Group

The Burd Financial Group was professional, and knowledgeable. Dennis came to our home, took the time to look over all of our concerns. We were concern about retirement. Dennis explain to Tom and I what we needed to do to accomplish this goal. We also had some credit card debt that needed to be under control. I can honestly, say we are happy that we made the choice in investing in the Burd Financing Group. Our credit card debt will be gone in 2 years. Our Ira retirement fund has already doubled within a year. My daughter had some concerns about her school loans, and Dennis had directed her to the right people to her her as well. Thank you, Burd Financial Group for all your help

I had the great opportunity to meet Dennis Burd through my brother many years ago. Dennis is very professional and was able to advise me where to invest our monies to make a greater effect on our investment. Over the years Dennis has made changes to our investment portfolio to once again help to make a greater effect on our investments. Dennis has not only been an investment genius for us but also become a great friend. He has continually taken interest in our family and makes sure he asks about all of us during his time of visiting. If you are looking for a place to put your money and you are not sure where then give Dennis a try. If he's unable to help you with your money problem then there's not many who will be able to. He's sincere and honest and wants the best for his client. I'm sure glad that my brother sent him to me and I'm as glad that I hopefully can send him to you.

I have worked with Burd Financial Group since 2007. When my father passed away, Burd Financial was there to help me make important financial decisions. Over the 14 years since then, Dennis Burd personally and patiently helps me to evaluate and determine the best financial decisions for the needs of my family and for future retirement. He is highly knowledgeable on financial matters and takes the time to diligently explain financial products and investments.

I am embarrassed to say that I'm not a 'financial' person. As I considered retirement last year from a local school district, Dennis was very helpful in helping me with through the process of all available options in order to make my decision. He had in his possession all the necessary paperwork that I would be receiving from PSERS as well as my district and we made a plan. Dennis walked me through the process and was available to answer any questions in a timely manner. In addition, Dennis assisted me in finding healthcare options for my spouse that were terminated after retiring. He also suggested a transfer of funds from one 403b to another that yielded a more positive return (no pressure here). Following his advice, I'm very pleased to report that the interest return is higher than I was getting. I feel like Dennis has been my 'One Stop Shop'! He is very professional and knowledgeable. You will feel confident and comfortable in all decision making. Dennis will treat you like family.

Dennis shares all the qualities, his professionalism and his family values is seen immediately when contacting you for whatever reason...I have known Dennis many years, glad he is around.. He is an asset to those of us he represents. Great family " the Burds: Thank You Dennis,

Dennis has been a great resource on everything ranging from Medicare and health insurance to investments and more. He is very knowledgeable and personable. I highly recommend working with Dennis to reach you and your family’s financial goals.

Burd Financial group, led by Dennis Burd, has been advising us and managing our portfolios for a long time. Professional, helpful, knowledgeable, friendly, relatable, honest, common sense approach.

Dennis was extremely professional, knowledgeable, courteous and a TREMENDOUS help during the process. Would HIGHLY recommend!!!!!! RAC