Our Firm

Burns Financial Advisors, LLC and James Burns, ChFC, CLU, are independent and none of our products offered are proprietary in nature. We maintain our independence to continue to provide our clients the finest products and services available while avoiding potential conflicts of interest.

The products and services listed below may not be suitable for all investors and can only be recommended after obtaining adequate financial data. The products offered 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.

Securities offered through Securities America Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc. James V. Burns, ChFC, CLU, Registered Representative, Burns Financial Advisors, LLC, and Securities America are separate entities.

This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business. James V. Burns, ChFC, CLU, is licensed to conduct securities business in Rhode Island, Connecticut, Massachusetts, Florida, and South Carolina; and insurance business in Rhode Island and Connecticut.

Burns Financial Advisors, LLC is a Member of The Greater Westerly-Pawcatuck Area CHAMBER OF COMMERCE since 2004.

Our Firm

Contact Info

Burns Financial Advisors, LLC