Testimonials

“The firm’s value goes beyond the transaction. Their expertise and practical advice is second to none. The Burgess Group’s wealth creation and transfer techniques have surpassed and replaced many national competitors for a number of family estates and friend’s estates. I highly recommend them.”

Steven Sims
President of a national insurance holding company


“Steve and his entire team at The Burgess Group have done a phenomenal job in putting their Legacy Plan in place for some our best high net worth clients.”

Ralph Criswell, President & CEO of Pollock and Criswell Inc.
Cleveland, Ohio.


“The Burgess Group combines technical expertise and market experience in a potent and effective mix. Steve Burgess and his team deploy their extensive knowledge of the insurance and financing fields in a manner that raises to a new level the results they achieve for their clients.”

Patrick J. Weschler, Esq., Partner
Trusts & Estates
Buckingham, Doolittle & Burroughs, LLP
Akron, Ohio


“Steve Burgess can be considered one of the grandfathers to premium finance; he is a black belt in this space. Steve’s company has advised more ultra affluent families on how to properly procure and finance large long-term insurance solutions than anyone else in the country.”

Charles Hollander, Jr.
Board of Director of the Forum 400
Forum 400 is a leading consortium of the country’s most elite
life insurance advisors to business ownersand ultra affluent families.


“The financial and insurance services Steve Burgess and The Burgess Group provide to their affluent clientele are innovative and personalized. Columbus Life is proud to be associated with Steve and his firm as a part of their portfolio of highly rated life insurance carriers.”

Charlie Wood, Senior Vice President and Chief Marketing Officer,
Columbus Life Insurance Company
Cincinnati, Ohio