George H. Burdick,  CFP<sup>&reg;</sup> - Financial Advisor

George H. Burdick, CFP®

ChFC,CLU,CDFA

First Vice President

Merrill Lynch

1700 West Park Drive suite 185, Suite 185
Westborough, MA 01581

Merrill Lynch

46 gilmore road
southboro, MA 01772
FINANCIAL ADVISOR'S WEBSITE
(508) 798-7242

General

George Burdick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrill Lynch in Westborough, MA and the surrounding communities.

Financial Advisor Overview

My philosophy is "customer first" with an emphasis on unexpected additional services that clearly demonstrate a caring, attentive approach.

 

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Financial Advisor Experience

More than 20 years of experience at Morgan Stanley and Merrill Lynch

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Masters Financial Planning Bentley

Insurance Licenses

  • Life insurance: MA, FL, NH
  • Health/disability insurance: MA, FL, NH
  • Fixed annuities: MA, Fl, NH
  • Variable annuities: MA, FL, NH

Broker-Dealer Affiliation

Merrill Lynch/Bank of America

Broker-Dealer Disclaimer

 

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources