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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

TOGETHER WE MAKE A GREAT TEAM

Burpee Del Simone LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you!

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OUR PRINCIPLE

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

WE ARE DEDICATED TO YOUR FINANCIAL SUCCESS

WE ARE DEDICATED TO YOUR FINANCIAL SUCCESS

Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

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OUR SERVICES

At Burpee Del Simone LLC, we provide expert assistance in the following areas:

INSURANCE

Disability Income Insurance

Life Insurance

Long Term Care Insurance

Individual Health Insurance

Group Health Insurance

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INVESTMENTS

Bonds

Common Stock

Educational IRA

Mutual Funds

Private Placements

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FINANCIAL PLANNING

Retirement Plans

Tax Plans

401k Planning

403b Planning

College Plans

Estate Plans

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