Robert P. Burns
Robert P. Burns, CLU, ChFC, MSFS
Principal
Partners Financial Insurance Agency p. (617) 993-9924
Since graduating from Tufts University, Bob has spent 25 years helping develop an insurance and benefits firm and has
acquired advanced financial service designations along the way – CLU, ChFC and Master of Science in Financial Services.
Most recently he has been involved with helping companies to maintain and enhance their employee benefits programs. The powerful combination of local experience and institutional resources help finance and HR departments retain and attract the key people needed by companies to thrive in a knowledge economy. Bob has active clients and relationships with over 50 companies.
Another major area of focus is in negotiating and implementing efficient insurance programs for the members of major, successful, professional firms for survivor needs, estate conservation and risk management. He is relied upon by 4 of the top New York law firms and 5 of the top 10 Boston Law Firms as well as by numerous other consulting Venture Capital and advertising firms for these programs.
Bob works closely with strategic partners in Maine and New York as well as his partner John A. Whittemore.
Bob lives in southern Maine with Audrey and his two sons. He enjoys boating (Captain’s License, former Commodore) and fitness (completed various triathlons and road races).
Bob is a registered representative and an investment advisor representative of NFP Securities Inc.
Robert P. Burns, CLU, ChFC, MSFS
Principal
Partners Financial Insurance Agency p. (617) 993-9924
Since graduating from Tufts University, Bob has spent 25 years helping develop an insurance and benefits firm and has
acquired advanced financial service designations along the way – CLU, ChFC and Master of Science in Financial Services.
Most recently he has been involved with helping companies to maintain and enhance their employee benefits programs. The powerful combination of local experience and institutional resources help finance and HR departments retain and attract the key people needed by companies to thrive in a knowledge economy. Bob has active clients and relationships with over 50 companies.
Another major area of focus is in negotiating and implementing efficient insurance programs for the members of major, successful, professional firms for survivor needs, estate conservation and risk management. He is relied upon by 4 of the top New York law firms and 5 of the top 10 Boston Law Firms as well as by numerous other consulting Venture Capital and advertising firms for these programs.
Bob works closely with strategic partners in Maine and New York as well as his partner John A. Whittemore.
Bob lives in southern Maine with Audrey and his two sons. He enjoys boating (Captain’s License, former Commodore) and fitness (completed various triathlons and road races).
Bob is a registered representative and an investment advisor representative of NFP Securities Inc.
Who We Are:
With roots back to 1923, Partners Financial Insurance Agency Inc.
provides comprehensive planning for
businesses, professional firms and affluent individuals.
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Leadership
While markets fluctuate and economic climates change, we
are an experienced long-term partner to help guide.
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Securities and Investment Advisory Services offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA / SIPC, and a Federally Registered Investment Advisor Partners Financial Insurance Agency is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.