Office Location:
6115 Park S Dr
Suite 200
Charlotte, NC 28210
Rick A. Burger, CPA
Financial Advisor
Park Avenue Securites, LLC
P. (980-235-7831) M. (704) 995-6141 F. (704) 554-6073
4201 Congress Street, Suite 295, Charlotte, NC 28209
rburger@cplanning.com
To learn why I work with families and business owners, check out this video: LBS – Financial Truth.
To learn more about our revolutionary online planning tools, introduce yourself to The Living Balance Sheetor The Living Balance Sheet For Business Owners.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. CP Planning Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. Not practicing CPA for Guardian or its subsidiaries or affiliates.
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Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24