Burlwood Financial is a wealth management firm specializing in investment management, financial planning and tax consulting.
The company is led by its two senior partners: CEO Tom LaQua and Chief Investment Officer George Andrews.
LaQua, a certified public accountant who has held management positions with a Big Four accounting firm and a leading North American financial group, has extensive experience in tax consulting and compliance, complex trust, and estate and gift tax planning. For nearly 20 years, he has worked almost exclusively with families, corporate executives, entrepreneurs and closely held businesses.
Andrews has 20 years of experience in portfolio management and investment services. His areas of expertise include asset allocation, stock research and analysis, bond management and mutual fund selection.
Unknown in Minneapolis, MN
Financial Advisory Services in Minneapolis, MN
Banks in Minneapolis, MN
|Address:||701 Xenia Ave S, Minneapolis, MN 55416|