Specialties
About Me
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: Retirement analysis and programs Estate strategies Employee benefit and retention services Business continuation strategies I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
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Interests & Hobbies
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Always free for clients.
Credentials
N/A
Chartered Designations
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Disclosures
Due to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services. MM202611-311872 Arthur Burton is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org | Supervisory Office: 6701 Koll Center Parkway, Ste 140 Pleasanton, CA 94566, Phone: 925-979-2300. I am licensed to sell insurance in: CA CA Insurance Lic. 0G01920, domiciled in CA. I am registered to sell securities in: CA CRN202901-10151231