The Burgess Group - Financial Services

The Burgess Group Financial Services

Insurance, 103 E Social Hall, Salt Lake City, Utah, 84111, United States, 11-50 Employees

tbgroup.org

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phone no Phone Number: +18*********

Who is THE BURGESS GROUP - FINANCIAL SERVICES

The Burgess Group (TBG) specializes in wealth creation. To do so, TBG uses specialized life insurance premium finance structures. These transactions allow high net worth individuals from ...

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  • 103 E Social Hall, Salt Lake City, Utah, 84111, United States Headquarters: 103 E Social Hall, Salt Lake City, Utah, 84111, United States
  • 1999 Date Founded: 1999
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies
  • Todd Reid CEO:   Todd Reid

industries-icon Industry: Insurance

SIC SIC Code: 6531; 8111 | NAICS Code: 531210 | Show More

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The Burgess Group - Financial Services Org Chart and Mapping

Todd Reid

Chief Executive Officer

VP-Level
Employees

Joshua Velasquez

Account Executive / Financial Adviser

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Frequently Asked Questions Regarding The Burgess Group - Financial Services

Answer: The Burgess Group - Financial Services's headquarters are located at 103 E Social Hall, Salt Lake City, Utah, 84111, United States

Answer: The Burgess Group - Financial Services's phone number is +18*********

Answer: The Burgess Group - Financial Services's official website is https://tbgroup.org

Answer: The Burgess Group - Financial Services's revenue is $10 Million to $25 Million

Answer: The Burgess Group - Financial Services's SIC: 6531; 8111

Answer: The Burgess Group - Financial Services's NAICS: 531210

Answer: The Burgess Group - Financial Services has 11-50 employees

Answer: The Burgess Group - Financial Services is in Insurance

Answer: The Burgess Group - Financial Services contact info: Phone number: +18********* Website: https://tbgroup.org

Answer: The Burgess Group (TBG) specializes in wealth creation. To do so, TBG uses specialized life insurance premium finance structures. These transactions allow high net worth individuals from around the world to finance large amounts of life insurance, funding and securing the loan primarily through the policy itself. These structures are of particular value in charitable, business and/or estate planning, providing a source of capital without interrupting the cash flow of the client's investment portfolio. TBG has experts in estate planning, product development, banking, estate law, operations and IT, all with unique backgrounds in the premium finance arena. TBG has developed a range of products around financed life insurance as well as patented financial innovations that distinguish it from competitors.

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