Bury Financial Group Tops with SagePoint

BOARDMAN – Bury Financial Group is looking to hire an additional financial Paraplanner in early 2020, which will round out its existing support staff, says Kelly Frammartino, director of operations and client experience.  

The Bury Financial Group adviser team of President Todd Bury, Vice President and partner Brian Laraway, and registered representatives David Maxwell and Gregory Gett, used the strong markets as an opportunity to diversify its wealth management strategies and strengthen relationships with clients.   

And once again in 2019, the Bury Group was the top-producing SagePoint Financial office in Ohio with double-digit percentage growth and among the top 5% in the country, according to Frammartino. Bury again ranked in the top  
1% among 1,600 advisers at the firm and Laraway again qualified for SagePoint’s Achievers Elite Council. Both Maxwell and Gett had record years,  
seeing the company grow by 43% and 30% respectively. That progress is attributed to their client focus on long-term goals and sustainability during retirement.   

Copyright 2022 The Business Journal, Youngstown, Ohio.