Wesley Burke

Wesley Burke

Financial Professional

Phone: (215) 640-3858
E-mail:
 

Wesley helps pre-retirees and retirees, entrepreneurs, non-profit organizations, and young professionals and families meet their financial needs. His clientele attain peace of mind knowing that they have a financial resource they can trust to navigate them through their life journey.

Mr. Burke joined Firstrust Financial Resources to expand the wealth and risk resources provided to his clients. Wesley brings his knowledge and expertise in the areas of retirement income planning and understanding the needs of entrepreneurs. Collaboration, dedication, and commitment to clients are the core values of Wesley's practice. Providing exceptional service is a top priority, and he is proud to be part of a firm that believes, and puts into practice, the same philosophy.

Wesley's guiding principles are to “first, understand them on a deep level and provide personalized financial solutions with the utmost attention to delivering clear, efficient, real-time communication.”

Wesley also believes in educating his community on concepts that have an impact on people's lives and businesses. He was a featured speaker at the 2015 Non-Profit University organized by the Catalyst Center for Nonprofit Management in Warrington, PA.

As part of his community involvement initiative, Wesley is a member of the Greater Philadelphia music and arts community and creative economy. He was previously a committee member of an organization that helped form Creative MontCo, which works to provide resources, information, and connections, and strategies to catalyze cultural and economic development to the creative sector across the county.

Wesley has qualified for the prestigious Million Dollar Round Table, the premier association of financial professionals. He is a graduate of Temple University, and currently resides in Flourtown , PA with his wife Alyssa, and their newborn daughter.

Annuity and insurance products offered through AXA Network, LLC. Insurance, annuities, and investment products are not FDIC insured, are not deposits or other obligations of or guaranteed by any bank, and are subject to investment risk, including possible loss of the principal invested. AXA Advisors and its affiliates are not affiliated with Firstrust Bank.

California Insurance License #: #0D37240


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Firstrust Financial Resources is not owned or operated by AXA Advisors, LLC or its affiliates.