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About JB

At Apex Retirement Solutions, LLC, we're not just about planning for retirement; we're about securing your future. Led by JB Burnett, a seasoned financial and benefits professional with over 30 years of experience in Personal Finance, Financial Planning, Healthcare, Medicare, and Retirement Benefits. A native of Rochester, NY, JB began his career in the U.S. Air Force, where he dedicated 20 years of service. Throughout his military career, he held various positions within the financial sector, including roles in Financial Accounting, Budgeting, Financial Services, Bank Liaison Officer, Resource Advisor, Personal Finance Advisor, and ultimately as Base Comptroller.

After retiring from the U.S. Air Force, JB furthered his education by earning two Bachelor of Business Administration (BBA) degrees in Accounting and Finance, as well as in Business Management. His entrepreneurial ventures span across real estate investing, independent sales and marketing of consumer goods and services, and factoring car notes. In 2013, JB earned his Health and Life Insurance license and went on to complete his Certification in Financial Planning from Howard University School of Business in 2019, specializing in Financial Planning, Insurance Planning, Income Tax Planning, Estate Planning, Retirement Planning, and Investing.

For more than three decades, JB has served as a Personal Financial Benefits Advisor, driven by a deep passion for helping individuals and families achieve lasting financial security. Beyond his professional role, JB is dedicated to financial literacy, volunteering with his church’s Personal Finance Ministry since 2003, where he has provided financial education and guidance to the community. His expertise also extends to retirement preparedness, with a focus on safe money strategies designed to preserve principal and generate sustainable income for long-term financial health. JB also provides valuable assistance in healthcare planning, guiding individuals under 65 to secure the right healthcare coverage and helping those over 65 navigate Medicare options, particularly during open enrollment periods.

JB is married to Lucy, and together they have two sons, a daughter-in-law, and one granddaughter.

If you, or anyone you know, needs expert guidance in any of these areas, Apex Retirement Solutions, LLC would be happy to offer assistance.

Coverage offered

JB can shop multiple insurance carriers for any of these coverages.

Life & Annuities

Life Insurance Long Term Care Insurance Health Insurance Short-term Insurance Annuities Dental Insurance Final Expense

Medicare

Medicare Advantage Medicare Supplement (Medigap) Medicare Part D

Business Insurance

Business Insurance

Insurance carriers

JB represents these companies and can quote a policy with any of them.

Aetna Allianz Life American National Insurance Anthem CareSource Cigna Humana Kaiser Permanente Manhattan Life Securian Financial Mutual of Omaha National Life Nationwide Ohio National Financial Services Company Pacific Life Principal Financial Symetra UnitedHealthcare WellCare

Reviews

4.6
based on 12 reviews

Consumers who connected with JB through Insurance Storefronts shared their experience.

JD W.

Sep 23, 2025

Wonderful company! JB treats you like family. Best service ever! Highly recommend.

Susan C.

Sep 23, 2025

Very Friendly Helpful and Answered My Question with Great Knowledge. Highly Recommend 👍🥰💯

Mary M.

Sep 23, 2025

JB has been very attentive and knowledgeable in finding the best plan for me. It has been a good experience.

J.R. E.

Sep 23, 2025

JB is always very helpful.

Freddie L.

Sep 23, 2025

So happy with Sonder and all the wonderful benefits and customer service! Thank you!

Della G.

Sep 23, 2025

Mr. Burnett offers excellent customer service. He is knowledgeable about the products and services his company offers, an attentive, and trustworthy individual who is ready to match customers with the appropriate services to meet their needs.

Harold M.

Sep 23, 2025

Thank you Apex Retirement Solutions for your expertise, advice, availability and mostly your sincere care about me and my family's well being. Much success & God bless you.

Jamilah A.

Sep 23, 2025

Mr. Burnett provides his services with great patience and compassion. He shows concerns for his clients and as a senior citizen I greatly appreciate his efforts! Thank you JB!

Becky R.

Sep 23, 2025

Highly recommend JB. Always there to help and if he doesn't have time right then he gets back with you In a timely manner.He has always helped me. If he doesn't know the answer, he digs till he finds it. But he usually knows. A highly recommend him for any and all of your insurance and retirement needs!! We have been with him for three years now. Never disappoints!!!

Reginald T.

Sep 23, 2025

Great service!

Becky R.

Sep 23, 2025

Always helpful!! Never disappoints. If doesn't know the answer (which he usually does)-Jb finds it!! Highly recommend with all your retirement and insurance needs!!

Brenda J.

Sep 23, 2025

JB Burnett receives my highest respect and recommendation. He has an impressive depth of knowledge about the products available and takes the time to provide tailored recommendations that are customized to meet customer requirements. JB provides exceptional customer service. He’s always prompt in responding to inquiries and goes above and beyond to ensure customer satisfaction. His professionalism and genuine concern are exceptional. If you're looking for someone who combines expertise, outstanding customer service, and a commitment to quality, JB Burnett is the agent to choose!

Articles by JB

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