Broker Check

Team

Burns Financial Solution- Family-owned

Burns Financial Solutions is a financial firm that offers solutions to our clients for over 25 years. Through LPL Financial, our Financial Professionals offer a wide variety of products to our clients with personalized service and attention. Our Financial Professionals help make investing easier to understand. We provide investment solutions for retirement, customized investment portfolios, education savings plans, insurance needs, income generation, and professional portfolio management.

Our history in the investment industry provides our clients with access to valuable experience. Having a Financial Professional means you have help from someone concerned with your specific goals and who can assist in creating a plan that is suited to your needs.


Marlene A. Burns, CRC®

Wealth Advisor

419-894-0001

1-800-948-0246

marlene.burns@lpl.com

Marlene Burns, CRC® Owner, Investment Consultant, All Major Lines Insurance Agent Marlene started the business in 1998 as a tax preparer. In 2005, she became an insurance agent for all Major Lines, expanding the business offering Home,...
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Jacquelyn Burns

Financial Planner

567-588-0855

jacque.burns@lpl.com

Jacque started preparing taxes for Burns Financial Solutions in 2021. Since then, she has obtained her Health & Life Insurance license as well as her S. 7 and 66 securities with LPL Financial. Jacque primarily focuses helping individuals...

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L Ray Burns

Investment Strategist

419-210-1266

lray.burns@lpl.com

L Ray joined Burns Financial Solutions in 2023. Focusing on investments and wealth management, L Ray assists businesses and individuals with results-driven strategies that focus on achieving their goals, plan design support, financial...

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Julie Hill

Office Manager/ Insurance Agent

419-894-0001

800-948-0246

julie.l.hill@lpl.com

Julie has been employed at Burns Financial Solutions since 2015. Along with being an insurance agent, she is also the office manager. She is a graduate of Carey High School, and remains living outside of Carey. When she's not...

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