Welcome to Genovese, Forman & Burford!

Genovese, Forman & Burford was formed in 1987 as a consolidation of three long standing individual financial planning practices. The intent was to gather a team of dedicated professionals with unusual levels of expertise in a wide range of investment and financial planning areas. Such a structure allows us to specialize in offering you comprehensive financial services in five primary areas.  They are:

• Fee Based Asset Management Services
• Retirement Plan Asset Management
• Comprehensive Employee Benefit Programs
• Personal Financial Planning
• Estate Planning and Insurance

This approach is somewhat uncommon and means our clients will receive the attention of the most qualified individual in the firm.  This provides you with the highest level of services and expertise since you no longer have to rely on one individual to be an expert in investments, retirement plans, employee benefits, tax, insurance, estate planning, etc. The complex nature of our economy, changing tax laws, and ever widening array of investment and insurance programs require specialization that the individual practitioner can, in our opinion, no longer provide.

Genovese, Forman & Burford is an independently owned and operated financial advisory firm. As such, we are not captive to any one company, product, or service. We are free to select from a wide universe of investment and insurance programs that will guide you in the direction necessary to maximize your financial well-being. Not only are we objective and stand ready to consider traditional solutions, but we are also innovative in providing effective investment management strategies and optimal solutions to benefits and compensation programs.