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Genovese, Forman & Burford


Genovese, Forman & Burford was formed in 1987 as a consolidation of three long standing individual financial planning practices. The intent was to gather a team of dedicated professionals with unusual levels of knowledge in a wide range of investment and financial planning areas. Such a structure allows them to specialize in offering you comprehensive financial services in five primary areas of fee based asset management services, retirement plan asset management, comprehensive employee benefit programs, personal financial planning, estate planning and insurance.

This approach is somewhat uncommon and means their clients will receive the attention of the most qualified individual in the firm.  This provides you with the highest level of services and expertise since you no longer have to rely on one individual to be an expert in investments, employee benefits, retirement plans, tax, estate planning, insurance etc. The complex nature of their economy, changing tax laws and ever widening array of investment and insurance programs require specialization that the individual practitioner can in their opinion, no longer provide.
 
Genovese, Forman & Burford is an independently owned and operated financial advisory firm. As such, they are not captive to any one company, product, or service. They are free to select from a wide universe of investment and insurance programs that will guide you in the direction necessary to maximize your financial well-being. They are an independent, investment advisory firm comprised of some of the best financial professionals in the business.
 
Their team of dedicated professionals will provide you with a broad spectrum of comprehensive financial services. Their major aim is to direct and guide each client whether you are an Individual, Corporation, Business, Foundation, Cooperative, or Association in the direction necessary to make the most of your financial well-being. They maintain an objective stance with a readiness to consider traditional solutions as well as innovative ideas in order to provide effective investment management and to develop optimal solutions to benefits and compensation programs.
 
They evaluate your financial aspirations with the objective of achieving long term results, compatible with your aim for a lifetime of financial security. They work to maximize your investment returns while minimizing risk. In addition to their team of seasoned professionals and dedicated support staff, they have developed a strong and active network of outside professional advisors and consultants. Whether it’s an accountant, lawyer, banker or insurer you need, they have immediate access to the best in the business.

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