Financial Advisors in Burlington, ma

Helping you elevate your financial potential

25 Burlington Mall Road

Suite 405

Burlington, MA 01803

Driving Directions

THE Burlington, ma TEAM

  • Brian Amper

    Executive Director, Financial Planning

    Burlington

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    Brian Amper
  • Brian Callahan

    Senior Financial Planner

    Burlington

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    Brian Callahan
  • Fran Petrangelo

    Director, Financial Planning

    Burlington, East Greenwich, Norwood, Springfield

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    Fran Petrangelo
  • Jared Rubin

    Director, Financial Planning

    Burlington

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    Jared Rubin
  • Jonathan Merrigan

    Director, Financial Planning

    Burlington

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    Jonathan Merrigan
  • Josh Andreasen

    Director, Financial Planning

    Burlington

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    Josh Andreasen
  • Kevin Yorkey

    Executive Director, Financial Planning

    Burlington

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    Kevin Yorkey
  • Steve Freedman

    Director, Financial Planning

    Burlington

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    Steve Freedman

 

 

 

 

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In their own words, clients explain how we've changed their lives.

Working with us in Burlington, ma

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Burlington is here for you, serving the area north of Boston and neighboring towns, including Waltham and Woburn. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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