portrait of Jim Burgess Jr
FINANCIAL ADVISOR

Jim Burgess Jr

CFP®
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Spending Time with Family
  • Fishing
  • Wine Collecting/Enthusiast
  • Swimming
  • Traveling

Team Members

  • Casey Kelly
    Registered Branch Associate
  • Madison Nixon
    Registered Branch Associate
  • Star Thornton
    Sr. Branch Office Administrator
  • Brooke Gleason
    Branch Office Administrator

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Office Information

Hours

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

Phone

(770) 487-0453

Fax

(888) 769-8961

Office Address

2004 Commerce Dr N Suite 215
Peachtree City, GA 30269opens in a new window

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