Burks Financial Group, serving the greater Polk County area, was founded in January 2012 when a few veteran financial services professionals shared a vision of creating their own financial services practice in Lakeland, FL. With over 22 years of experience coming together we envisioned a new process that puts the client's needs first and adapted our strategic process to the current financial climate. Financial Representatives here at Burks Financial Group take their clients through a fact finding process to find out how to best serve their insurance, investment, retirement and estate needs. We also make sure to continue the highest level of attention to clients changing needs with regularly scheduled reviews. At Burks Financial Group we provide a better client experience at a concierge level of service.

Burks Financial Group

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Burks Financial Group

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