Our Firm

Burns Financial Advisors, LLC, is a financial services firm established in Rhode Island for the purpose of providing investment and insurance planning to individuals and small businesses throughout Southeast New England. The products and services offered through our firm include but are not limited to the following:

Planning Services:

Retirement Planning, College funding, Goal Planning, Estate Planning, Business Continuation Planning, Survivor Needs Planning.

Investment Services:

Portfolio Analysis, Advisory Portfolios, Mutual Funds, Stocks, Bonds, ETF's, Real Estate Investment Trusts, Lease Funds, Individual Retirement Accounts, Rollovers, Qualified Employer Plans, 529 College Plans.

Insurance Products (Group & Individual):

Life Insurance (Term & Permanent), Tax Deferred Annuities (Fixed & Variable), Disability Insurance, Business Overhead Insurance, Long Term Care Insurance, Health Insurance.