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Richard Burgio

Richard Burgio
Premier Banker

9945 Lake Worth Rd

Lake Worth, FL 33467-2303

Richard.Burgio@truist.com

Phone 561-515-1986

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About me

Background

Richard Burgio is a Premier Banker with 37 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Richard’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Finance
University of South Florida

Personal interests

Richard lives in Parkland, FL and has two adult daughters and two grandsons. He spends his free time with his grandchildren and attending sporting events.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

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