Broker Check

Our Product Offerings

Financial Planning and Brokerage Clients of Burr Ridge Financial Services, Inc. may have available to them a comprehensive line up of high quality investment, insurance, and banking products and services. Please let us know if you need assistance in determining which of the following offerings are appropriate for your circumstances.

INVESTMENT products and services include (but are not limited) to the following offerings:

Money Markets, Mutual Funds, Stocks, Options, Bonds, ETF's (exchange traded funds), Unit investment trusts, Separately managed accounts, Managed futures and commodities, Public and Private placements in investments such as Real estate, Oil and gas drilling or exploratory programs, Leasing, etc.

INSURANCE products and services include (but are not limited) to the following offerings:

Fixed Life insurance including individual and group Term, Whole, Universal Life, and Survivor Life insurance plans

Fixed Annuities including single premium or flexible premium individual and group annuities , Equity indexed annuities, and Separate account annuities.

Variable Life insurance including flexible premium individual or group Universal or Survivor Life insurance plans.

Variable Annuities including Single premium or Flexible premium individual and group annuities with separate accounts. These products may offer riders for Living and/or Death benefit guarantees and/or some Nursing home benefits.

Health Insurance including individual and group Major Medical, Dental, Vision, Short and Long term disability, and Long term care plans.

Property and Liability policies for individuals and businesses.


BANKING products and services include (but are not limited) to the following offerings:

Deposit investments for individuals, business and non profit entities including Money Markets, Certificate of Deposits, Savings, Checking as well as Online bill pay services. Also available are Foreign currency deposit accounts, and Certificate of Deposit Registry CD's(for accounts requiring up to 50 million in FDIC protection)

Lending services including Mortgage loans, Collateralized loans and Margin lending. Also Visa Credit and Debit accounts are available.