Matthew Burkey, Financial Advisor located in Lynchburg, VA

Financial Advisor
Matthew S Burkey

CEPA®, AAMS®
1216 Greenview Dr Suite B, Lynchburg, VA 24502opens in a new window
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Focus Areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Gardening
  • Outdoor Enthusiast
  • Personal Fitness
  • Traveling

Team Members

  • Lydia Bunke
    Sr. Branch Office Administrator
    FPQP®
  • Emily Horsley
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(434) 534-3023

Fax

(855) 779-3282

Office Address

1216 Greenview Dr Suite B
Lynchburg, VA 24502opens in a new window

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