Dave Burgett, Financial Advisor located in Sunbury, OH

Financial Advisor
Dave Burgett

CFP®, AAMS®
700 W Cherry St, Suite A, Sunbury, OH 43074opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Health & Nutrition
  • Reading
  • Traveling
  • Active Lifestyle

Team Members

  • Denise Cross
    Registered Branch Associate

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(740) 936-5148

Fax

(877) 222-5652

Office Address

700 W Cherry St
Suite A
Sunbury, OH 43074opens in a new window

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