Bob BurtonFinancial Services Specialist
Phone: 619-282-1182 Bob Burton is a Financial Services Specialist in our ICM San Diego Office Bob specializes in helping individuals and families with all aspects of financial planning. This includes planning for Retirement, college, insurance protection, real estate and mortgages, and Estate Planning. Bob’s focus is on building long term relationships with his clients to help them with their financial needs throughout their entire life. He provides financial services that helps clients achieve their short term financial goals and prepares them for post retirement needs. Bob also provides specialized services for small business owners and self-employed people showing them how to help reduce there tax liability and keep more of their profits for themselves. For an appointment please call Bob at (619) 920-9292. If you were referred to this website by a client please let usknow who to thank for the referral. 
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333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
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