Carolyn Burgin, Financial Planner & Investment Advisor

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Carolyn Burgin, Financial Planner & Investment Advisor Knowledge is key to a successful financial future. Whether you’re saving for retirement, to open y CO, MO, NH, and WI, Equity Services, Inc. Equity Services, Inc.

Securities and Investment advisory services are solely offered through Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 5555 Glenridge Connector, Suite 525, Sandy Springs, GA 30342, (770) 512-5100. Apogee Financial Partners is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NL

IC), based in Montpelier VT, and its affiliates. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Carolyn Burgin is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in GA, MD, DC, OH & LA. She is also insurance licensed in GA, FL, OH, LA, NC, SC, TX, VA, PA, DC, MD, AL & NY. TC122608(0825)3

27/01/2026
27/01/2026
24/01/2026
Forbes: "The rise of Gen Alpha represents a fundamental shift in how we interact with money and commerce. Businesses, pa...
19/06/2025

Forbes: "The rise of Gen Alpha represents a fundamental shift in how we interact with money and commerce. Businesses, parents and policymakers can work together to empower young consumers, foster healthy financial habits and shape the future of finance."

The way Gen Alpha children interact with money is a seismic shift.

Are you or someone you know paying off student loans? Creating an effective financial strategy is as important now as it...
18/06/2025

Are you or someone you know paying off student loans? Creating an effective financial strategy is as important now as it will be in the future.

In order to build an emergency fund while still making your student loan payments, you can utilize a budgeting strategy to ensure your income is being used appropriately.

Whether you're a baby boomer or Gen Xer, your younger colleagues' approach to work may help you find a new job or be hap...
17/06/2025

Whether you're a baby boomer or Gen Xer, your younger colleagues' approach to work may help you find a new job or be happier in the one you've got.

Retirement planning is often compared to climbing a mountain, with the ascent phase and the descent phase both being cru...
31/01/2025

Retirement planning is often compared to climbing a mountain, with the ascent phase and the descent phase both being crucial stages.

You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do wonders to help your savings last.

Are you saving enough to live comfortably in retirement? Let's connect about your financial goals.
30/01/2025

Are you saving enough to live comfortably in retirement? Let's connect about your financial goals.

Are you saving enough to live comfortably in retirement? Here are the steps you can take now to find out if you're on track or need to adjust your savings.

"In 500 feet, turn left on Easy Street." ↩️
15/01/2025

"In 500 feet, turn left on Easy Street." ↩️

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Opening Hours

Monday 08:30 - 18:00
Tuesday 08:30 - 18:00
Wednesday 08:30 - 18:00
Thursday 08:30 - 18:00
Friday 08:30 - 18:00

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+17703563381

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