Robert (Bob) Burgett has nearly 3 decades of career experience in financial services. After a corporate career in insurance claims, Bob joined the agency force in 2006. Since that time, he has helped hundreds of people navigate the often confusing world of Medicare decisions. In 2012, Bob created Perspective Financial Group, LLC, an independent agency designed primarily for the purpose of offering solutions to clients for their Medicare and healthcare needs, based on their individual requirements and circumstances. His agency has grown to include seven licensed and contracted agents also helping clients analyze their Medicare needs.
Give Bob a call to gain the clarity you need with your Medicare decisions. He will help you understand your options and find the right solutions for your health insurance needs.
LICENSING INFORMATION:
Perspective Financial Group, LLC is licensed to operate in Ohio, Kentucky, Indiana, North Carolina and Florida. As individual producer, we are also licensed to operate in New Jersey and Virginia under Robert James Burgett.
Sarah Burgett has just recently joined her father's practice in the medicare, healthcare and financial services industry. Sarah graduated from the University of Cincinnati in 2019 and is eager to connect with new people and help them find the best solutions for their needs. Medicare can be confusing, however Sarah has all of the information fresh in her mind and is ready to make it simple to others after hours and hours of training to get prepared for the 2022 Season.
Give Sarah a call to gain the clarity you need with your Medicare decisions. She will help you understand your options and find the right solutions for your health insurance needs.
LICENSING INFORMATION:
Perspective Financial Group, LLC is licensed to operate in Ohio, Kentucky, Indiana, North Carolina and Florida.
Zena Bradhold lives in Northern KY with her husband and 2 kids. She is currently licensed in Ohio and Kentucky and travels almost anywhere within 2 hours of Cincinnati. She has been assisting our neighbors and friends with their insurance needs since 2018! She is contracted with a variety of companies and loves to meet new people and help them find solutions that best fit their needs. She has worked in and around the healthcare industry for most of her career and likes to put that knowledge to use! She does her best to be available by phone and email anytime and would be delighted to hear from you!
Give Zena a call at (513) 476-7863 to gain the clarity you need with your Medicare decisions. She will help you understand your options and find the right solutions for your health insurance needs.
LICENSING INFORMATION:
Perspective Financial Group, LLC is licensed to operate in Ohio, Kentucky, Indiana, North Carolina and Florida.
Are you a sales agent in the fast-growing Medicare market? Would you like to explore the opportunity?
Perspective Financial Group, LLC, is ready to help you serve your clients and grow your business. Call our firm and ask for Bob Burgett for additional information. We are currently seeking experienced, licensed agents to offer Medicare solutions in your local market.