Burgess Insurance & Financial Services Inc Email Format

InsuranceNorth Carolina, United States2-10 Employees

Burgess Insurance & Financial Services Inc is a North Carolina-based firm operating in the insurance industry that provides a range of coverages for both personal and business needs. Its offerings include auto, home, life, health, and various commercial lines such as property, liability, workers’ compensation, and professional liability products, alongside specialized D&O and EPLI coverage for entities like condominiums, homeowners associations, technology and real estate professionals. The company positions itself as a provider focused on protecting assets and maintaining relationships within the community, offering services that span wealth management, mortgage and banking, and annual insurance and financial reviews aimed at ongoing risk assessment. Based in Charlotte, the business emphasizes a client-centric approach with a focus on honesty, integrity, and prompt service, serving neighbors in the local area. While the team size is small, the firm collaborates to address both family and business risk management needs through a broad, integrated set of insurance and financial services.

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