portrait of Kelsey M Burgett
FINANCIAL ADVISOR

Kelsey M Burgett

AAMS™
CallSend Me a Message

Focus Areas

  • Insurance & Annuities
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Charitable Giving

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Cooking
  • Traveling
  • Spending Time with Family
  • Football
  • Golfing

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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 Closed

Additional Hours

  • Web Conferencing

Fax

(844) 738-1758

Branch Team

  • Kim Anders
    Sr. Branch Office Administrator

Office Address

116 N Miller Dr #A
Sunbury, OH 43074opens in a new window

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