“Based on my personal experience with Andrea Burckhard, a Registered Representative at New York Life Insurance Company, I wholeheartedly recommend her services to anyone in need of financial guidance, future financial strategies, and insurance solutions.
When I first approached Andrea, I was feeling overwhelmed and uncertain about my financial situation. However, Andrea's expertise and professionalism immediately put me at ease. She took the time to understand my specific goals and concerns, and then worked diligently to create a tailored plan that addressed all of my needs.
One of the things that impressed me most about Andrea was her extensive knowledge of the financial industry. She was able to explain complex concepts in a way that was easy for me to understand, ensuring that I felt informed and empowered throughout the process. As a financial services professional with NYLIFE Securities LLC, a reputable member of FINRA/SIPC, further solidified my trust in her abilities.
Not only did Andrea help me sort through my finances, but she also assisted me in creating a thorough strategy for the future. She took into account my long-term goals and helped me develop strategies to achieve them. Her guidance and expertise were invaluable in helping me feel more secure about my financial future.
Additionally, Andrea's expertise as a Licensed Insurance Agent allowed her to provide me with a range of insurance options that suited my needs. She explained the benefits and coverage of each policy, ensuring that I had a clear understanding of my options. This level of personalized attention and dedication to finding the right solutions for me was truly exceptional.
Overall, my experience with Andrea Burckhard was nothing short of exceptional. Her ability to sort my finances, plan for the future, and provide me with peace of mind through insurance solutions was truly remarkable. I highly recommend her services to anyone seeking a knowledgeable, trustworthy, and dedicated professional to help them navigate their financial journey.”
"In 2017, my wife and I first met with Andrea lo prepare for our future. Working with her and Matt, we were able to get all of our family affairs taken care of. This included financial instruments but also life insurance, wills, powers of attorney, and other loose ends that we had neglected. Life went on. In 2020, I was diagnosed with cancer but felt luck that my wife and I had both taken out life insurance policies. If I were to pass, my wife and two kids would be financially stable. All through my treatment, Andrea checked in on my family to make sure we didn't need anything. In 2022, my lite came to a halt after the sudden passing of my wife. She had always taken care of our family finances and I found out quickly that I was quite helpless. Andrea came to my rescue. She assisted me with understanding my bills, and helped me sort and organize my mail to make sure I wasn't missing anything. Luckily, my wife and I had planned for these circumstances with Andrea. Had it not been for the financial security that our life insurance policies provided, my life would be much more difficult. Andrea and Matt stepped up again and worked with me to develop a long term plan to manage my wealth. Words can't explain how lucky I have been to have the support of their team."
“Thank you for assisting me with the preparation and implementation of my retirement plan. Your knowledge, patience, level of expertise, and professionalism made the emotional and practical aspects of retiring less daunting and overwhelming. Your advice regarding goal setting, establishing a retirement budget and a cash cushion, the adjustment and allocation of my assets, review of my insurance needs, and the assessment, scrutiny, and automation of my retirement account payouts has been invaluable. Thank you for helping me develop and sustain an investment strategy that will provide for my family’s economic security, and for the periodic post-retirement financial reviews, which are important in these economic times.
Mrs. Burckhard, I sincerely appreciate everything you have done for the emotional, physical, and financial success of me and my family.”
“Dave and I believe that Andrea Burckhard is one of our secret strategies that are part of our success as a small business. We've grown in the past 5 years and gone through some incredibly difficult times and no one understands, or would take the time to understand our business like she has, or our personal lives. She's walked with us, helped us with requirements that were needed by the bank, and helped us leverage those for real-time money and savings, real-time bottom-line results that far exceed anything we've invested. She is our strategy for retirement and she has given us peace of mind and so much more. I can't recommend her highly enough and would be happy to talk in detail with anyone who wants to learn more about working with Andrea Burckhard.”
*The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.
Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.