portrait of Raymond E Burstein
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Raymond

Using an established process, we work with serious, long-term investors to tailor-fit solutions to their goals and needs. By working to understand each individual’s unique situation and by educating clients about their options, our goal is to build lifelong and multi-generational relationships with our clients and their loved ones.

One of the greatest benefits of being a financial advisor is guiding my clients in realizing their dreams. As a high school track and field coach, I believe that “good enough” should never be a goal. And as a former educator, I prioritize helping others understand how to achieve success and supporting...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesAugust 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Plymouth State CollegeMaster of Education
  • Goucher CollegeBachelor of Arts

Personal Interests

  • Farming
  • Fishing
  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Backpacking

Team Members

  • Kimberly Hill
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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