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Our financial advice team


Timothy Burgess, Financial Advisor serving the Mansfield, MA area - Ameriprise Advisors

Timothy Burgess

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
The Burgess Advisory Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 6, 7, 65, 63

Education

  • Union College, Schenectady, NY - BA Economics, History Minor
  • LaSalle Academy High School, Providence, RI

Awards & recognition

  • Five Star Wealth Manager, 2015, 2017, 2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Union College Business Networking Group, Boston Chapter
  • Alzheimer's Association of MA (Boston Marathon 2007)
  • American Liver Foundation, MA Chapter (Boston Marathon 2006)

Interests

  • I love working on my golf game, trying new courses throughout New England.
  • I am a two time Boston Marathon finisher but have hung up my 26.2 mile sneakers. However, you will always find me toeing the line at the Blessing of the Fleet 10 miler and the Little Compton 4.8 miler.
  • Maureen, and I also love spending weekends at our beach home in Little Compton, RI. We love building sand castles and body boarding with our daughters Amelia, Paige and Brenna.