Life, on your terms Financial planning for the retirement you want
Patsy Burton, CFP®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
514-734-7129
830 Alder Creek Drive
Medford, OR 97504
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
My perspectives
Insights