With so many questions surrounding the topics of building wealth, retirement, social security, wealth protection and college savings, having a personal relationship with a financial advisor you trust can make a difference. Wherever you are on your financial journey, we will work together to make these complex topics easier to understand.
During my 13 years as a financial advisor, I have used an established process to advise my clients through different life stages, complex investment situations and ever-changing market conditions. From this experience, I have become passionate about four principles that I strive to provide my clients:
- A clear explanation of investments
- Transparent explanations of costs
- Timely updates on market conditions
- Empowering clients to be in control of financial matters
My branch office administrator, Stephanie, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care is equally important to her.
On a personal note, being a Penn State graduate has made my ten-year marriage to my wife, Kirstyn, lively. My stepdaughter, Brayden, followed in her mother's footsteps to Pitt and now they have teamed up together in operating their own mental health practice. As for my 8-year-old son, Blaine, both Kirstyn and I have respectively held back our future college hopes for him.
As a financial advisor with Edward Jones, I can build a business while giving back to the Bethel Park community which I care for deeply. I'd be honored to serve as your financial advisor.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Personal Fitness
- Coaching Sports
Phone NumberLance B Burgert at (412) 595-7671
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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