CONNECT

Address:

3945 East Paradise Falls Dr. #261
Tucson, AZ 85712

Phone:

520-829-6230

Fax/Other:

520-829-6269

Our Process

Burk, Hall & Co. is a full-service advisory firm dedicated to helping our clients build wealth and preserve their hard-earned assets. Our practice is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company. We only recommend strategies that can be tailored to suit our clients' unique needs. In order to create and maintain a comprehensive investment plan, we follow a three step process:

  1. Gathering information and analyzing your financial situation to develop a clear picture of your current assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those goals you may have in the future; and
  3.  RRRRRReviewing your plan, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals