Josh Velasquez

Account Executive / Financial Adviser at The Burgess Group - Financial Services - Salt Lake City, UT, US

Josh Velasquez's Colleagues at The Burgess Group - Financial Services
Nick Burgess

VP Of International Accounts

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Todd Reid

Chief Executive Officer

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Jay Ramachandra

Vice President Of Product Management

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Steven Burgess

Founder & Executive Chairman

Contact Steven Burgess

Lexi Winn

Administrative Assistant

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Alex Burgess

Principal

Contact Alex Burgess

Addie Murdock

Principal

Contact Addie Murdock

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Josh Velasquez's Contact Details
Email (Verified)
***@tbgroup.org
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Mobile Number
(XXX) XXX-XXXX
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HQ
801-323-1101
Location
Salt Lake City, Utah
Company
The Burgess Group - Financial Services
Josh Velasquez's Company Details
The Burgess Group - Financial Services logo, The Burgess Group - Financial Services contact details

The Burgess Group - Financial Services

Salt Lake City, UT, US • 20 - 49 Employees
Insurance

The Burgess Group (TBG) specializes in wealth creation. To do so, TBG uses specialized life insurance premium finance structures.These transactions allow high net worth individuals from around the world to finance large amounts of life insurance, funding and securing the loan primarily through the policy itself. These structures are of particular value in charitable, business and/or estate planning, providing a source of capital without interrupting the cash flow of the client's investment portfolio.TBG has experts in estate planning, product development, banking, estate law, operations and IT, all with unique backgrounds in the premium finance arena. TBG has developed a range of products around financed life insurance as well as patented financial innovations that distinguish it from competitors.

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Details about The Burgess Group - Financial Services
Frequently Asked Questions about Josh Velasquez
Josh Velasquez currently works for The Burgess Group - Financial Services.
Josh Velasquez's role at The Burgess Group - Financial Services is Account Executive / Financial Adviser.
Josh Velasquez's email address is ***@tbgroup.org. To view Josh Velasquez's full email address, please signup to ConnectPlex.
Josh Velasquez works in the Insurance industry.
Josh Velasquez's colleagues at The Burgess Group - Financial Services are Nick Burgess, Todd Reid, Jay Ramachandra, Steven Burgess, Lexi Winn, Alex Burgess, Addie Murdock and others.
Josh Velasquez's phone number is 801-323-1101
See more information about Josh Velasquez