Gregory Kuhfeldt, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Financial Services Professionals
  • Portfolio Reviews
  • Business Retirement Plans

About Gregory

At its core, personal finance can feel overwhelming — and let’s face it, most people simply don’t have the time or energy to dig into the details. That’s where I come in. I’m passionate about helping people take control of their financial lives, providing the guidance, knowledge and experience needed to clarify their goals, understand their options and build a strategy that leads to lasting financial freedom.

With over a decade of experience in the financial services industry, I’ve had the privilege of supporting a wide range of people, from institutional investors to individual families. I began my career in 2010...

Work History

  • Edward JonesAugust 2024 to Current
  • BlackRockAugust 2015 to July 2024

Education

  • Univ of DelawareBachelor of Science

Personal Interests

  • Golfing
  • Music
  • Spending Time with Family
  • Movies & Entertainment

Team Members

  • Trisha Danka
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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