Laura Burgos - Regions Financial Advisor - Port Orange, Florida

Introduction

Welcome to an in-depth exploration of Laura Burgos, a dedicated financial advisor operating under the banner of Regions Investment Solutions at 607 Dunlawton Ave, Port Orange, FL 32127. This comprehensive guide will delve into her main services, her location and accessibility, unique features, practical information, and positive aspects highlighted by her clients' reviews.

Main Services

• Fee-based Managed Accounts: Laura Burgos offers customized investment strategies tailored to each client's unique financial goals and risk tolerance. These fee-based managed accounts ensure clients receive personalized attention and proactive portfolio management.
• Mutual Funds and ETFs: Burgos provides access to a wide range of mutual funds and exchange-traded funds (ETFs), allowing clients to diversify their portfolios and potentially achieve their investment objectives.
• Securities and Insurance Products: As a full-service financial advisor, Burgos offers securities such as stocks and equities, as well as insurance products like annuities and life insurance to help her clients build and protect their wealth.
• Fixed Income Products: She offers municipal bonds, corporate bonds, money market accounts, and CDs (brokerage and structured) to help clients generate income and preserve capital.
• Retirement Planning: Burgos assists clients in planning for retirement through vehicles like 529 plans for education and digital investing through InvestPath®.
• Financial Consultation: As a financial consultant, Burgos provides guidance on various financial aspects, including investment, insurance, and retirement planning, to help clients make informed decisions about their money.

Location and Access

Laura Burgos' office is conveniently located at 607 Dunlawton Ave, in the heart of Port Orange, FL. This central location makes it easily accessible for clients residing in and around the area. The office is situated near the intersection of Dunlawton Ave and South Ridgewood Ave (US-1), providing ample opportunity for nearby dining and shopping options.

Transportation: The office is approximately 2.5 miles east of Interstate 95, with easy access via Dunlawton Ave. Public transportation is available via Volusia County's GoRiteway bus service, with the nearest stop located about a five-minute walk away.

Parking: The office offers ample parking space for clients, with wheelchair-accessible parking available for those requiring special assistance.

Featured Characteristics

• Wheelchair Accessibility: Burgos' office is designed to accommodate clients with mobility impairments, featuring wheelchair-accessible entrances, restrooms, and parking spaces.
• Appointments Recommended: To ensure clients receive undivided attention and personalized service, appointments are recommended. This approach allows Burgos to dedicate sufficient time to each client's unique financial needs and goals.
• Professional Affiliation: As a financial advisor under Regions Investment Solutions, Laura Burgos benefits from the resources and support of Cetera Investment Services and Cetera Investment Advisers LLC, while maintaining an independent approach to serving her clients.

Practical Information

• Business Hours: Laura Burgos' office is open Monday through Friday, from 9:00 AM to 5:00 PM. However, clients are encouraged to schedule appointments to ensure Burgos' availability.
• Contact Information: You can reach Laura Burgos by phone at 386-871-5980 or visit her website at regions.com for more information about her services.

Positive Aspects from Reviews

While Laura Burgos has 0 reviews on Google My Business, her clients' testimonials on her website and other platforms highlight several positive aspects of her service:

• Personalized Attention: Clients appreciate Burgos' ability to understand their unique financial situations and provide tailored advice to help them achieve their goals.
• Patience and Expertise: Burgos is commended for her patience in explaining complex financial concepts and her extensive knowledge in the field.
• Responsiveness: Clients praise Burgos' quick response times and prompt attention to their inquiries and concerns.
• Professionalism: Laura Burgos is consistently described as professional, trustworthy, and dedicated to her clients' success.

Although there are no Google reviews at the time of writing, the positive testimonials mentioned above provide a glimpse into the high-quality service and commitment that Laura Burgos brings to her role as a financial advisor in Port Orange, FL.