Our mission is to get you the best deal on your life insurance coverage. We strive to save you time and money and simplify the shopping out and application process. We do business with virtually every top carrier, so placing the business with the carrier that is the best fit for you is always our goal. In order to accomplish this, we discuss very important health, financial, and lifestyle questions during our phone appointment. These factors are very important and is what helps us determine what carrier is the best fit for us to formally apply with. Everything we discuss stays confidential.
Adam is a true entrepreneur in financial services, who also owns a registered investment advisory company, Burke Wealth Management LLC. He takes a different approach than most in his industry, striving to always provide a truly independent and holistic perspective. He has become a go-to referral for many other Wealth Managers, Attorney's, CPA's, and P&C insurance companies in the Greater Boston area.
Making sure his clients are well protected and undoubtedly providing unbiased advice is why he started Burke Insurance Group LLC.
We greatly appreciate the opportunity to earn your business!
Elon University, North Carolina
American College of Financial Services
Chartered Life Underwriter (CLU®), 2013-2015
Currently pursuing the Certified Financial Planner (CFP) designation