J.W. Burns offers a range of services to help clients with their financial goals. Their services include:

1. Separately Managed Accounts: J.W. Burns provides a variety of wealth management services, such as Core Equity Growth, Balancing, Equity Income, and Large-Cap Tax-Exempt Value accounts. These accounts are tailored to meet individual client needs.

2. Fixed Income/Balanced Strategies: The team at J.W. Burns works together with clients to achieve the appropriate asset allocation among stocks, bonds, and cash. By considering each client's financial goals, they create strategies that aim to balance risk and return.

3. Comprehensive Financial Planning: J.W. Burns is known for providing comprehensive financial planning services that offer clients a thorough understanding of their financial situations, investment options, retirement projections, income needs, and other monetary goals.

4. Fee-Only Financial Advising: As an independent and SEC-registered firm, J.W. Burns follows a fee-only approach to financial advising. This means their advisors are compensated solely by fees paid by clients, ensuring unbiased advice in the clients' best interests.

With over 45 years of experience, J.W. Burns has built a reputation for integrity, service quality, and delivering results for their clients' wealth management needs.