Burgess Financial Planning Reviews
Rated 5 based on 2 Reviews
Financial Services in San Francisco
354 Pine St FL 7, San Francisco, CA 94104, United States
Published on
February 26, 2024
Last updated
July 10, 2025
Burgess Financial Planning appears to uphold a solid reputation based on the limited set of customer feedback provided. Clients have good regarded the responsiveness and upfront communication from the planner, Sean, especially appreciating his willingness to share his expertise and resources. Notably, customers have expressed satisfaction with the services received, particularly emphasizing the utility of the financial analysis conducted during their consultations. Clients have also appreciated the non-sales driven approach, where they felt their needs were addressed without any pressure to purchase additional services. The focus on genuine assistance and clarity seems to be a core component of the company's customer service strategy.
Yes, Burgess Financial Planning can provide advice on relocating and retiring internationally. The financial planner is upfront about his experience in this area and willing to offer resources and guidance.
Based on customer reviews, Burgess Financial Planning does not engage in pressuring clients to purchase additional services. Clients are given the information they need without a sales-driven approach.
Clients are required to collect various financial documents, which are then analyzed during the consultation. This process has been described as useful and provides practical benefits to the client, aiding in their financial planning.
