J.w.burns & Company, INC.

J.W. Burns & Company, Inc. offers investment management services to clients based on their individual needs and goals. They develop a personal investment policy for each client through discussions to establish objectives based on their circumstances. The firm manages accounts on a discretionary or non-discretionary basis, and reviews portfolios periodically, rebalancing as needed. They may also provide financial planning and consulting services, but do not assist with implementation unless agreed to in writing.