Bury Financial Group Expands Its Offices, Adds Training Room
BOARDMAN – Bury Financial Group expanded its space in the DeBartolo Building last year, adding four offices and a training room. The move allows the company to add staff and host educational events for clients, says Kelly J. Frammartino, director of operations.
Founded by Todd Bury when he was a sophomore at Ohio University, the one-man shop has since grown into a financial planning firm with five advisers and five support staff.
In November, Bury Financial purchased a book of business from a retiring local adviser with whom it had a business relationship for 30 years.
With over $500 million under management, the firm is the top producing team in Ohio with SagePoint Financial Inc. Bury, the president, remains in the top 1% among nearly 1,500 advisers at SagePoint.
Because of the challenges facing the industry, 2022 was “a year where the relationships and the trust that we have built with our clients was key,” Bury says. “Through communication and patience, we reassured clients that we are investing their portfolios for long-term success.”
Published by The Business Journal, Youngstown, Ohio.