Who Are We?

B & A Financial Services is "Your One-Stop Financial Services Center". Get your financial needs taken care of in one place. We believe that success in your finances does not just happen by itself. You have to make it happen. Let us help you to gain the knowledge you need to pursue your financial goals. A successful financial strategy includes these six main areas: 

  1. Money Management
  2. Insurance Planning
  3. Resource Planning
  4. Retirement Planning
  5. Income Tax Planning
  6. Estate Planning

With over 25 years of experience in the financial services industry, we have produced a diversified financial services firm to provide individuals and businesses with some of the financial products and services required to help achieve their success.


Richard Burton
Licensed life, accident, and health insurance agent
Tax accountant
Licensed loan officer
College for Financial Planning graduate, 2012

Clemson University, BS Electrical Engineering, 1986


Mary Burton
Licensed life, accident, and health insurance agent
Licensed property and casualty insurance agent
Tax Preparer

NC State University, BA Business Management, 1989

 

Visit the "Services" area of our site to learn more about the many financial planning services available to individuals and businesses.

Visit the "Contact Us" page for information regarding how to reach us via telephone, fax, e-mail or mail. Feel free to contact the office anytime. We're here to help.