Jeffrey Burgess


    Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Strategies, Risk Management Strategies, Estate Planning, Financial Education, Charitable Giving

    Languages: English

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. 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 needs, and more importantly, their future needs.

    Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

    Affiliations & Memberships

    Associate Board of Administrators for the American Cancer Society

    See Jeffrey’s Licenses and Disclosures

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    Contact Jeffrey

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    Westpoint Financial Group - Chicago, N. Franklin Street

    Satellite Office

    1 North Franklin Street, Suite 2470
    Chicago, IL 60606

    CRN202008-234829