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portrait of Lance B Burgert
FINANCIAL ADVISOR

Lance B Burgert

2940 South Park Rd Suite 104, Bethel Park, PA 15102opens in a new window
CallSend Me a Message

About Lance

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...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesOctober 2013 to Current

Education

  • Pennsylvania State UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Personal Fitness
  • Coaching Sports
  • Music

Team Members

  • Stephanie Zewe
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 07:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(412) 595-7671

Fax

(888) 645-7223

Office Address

2940 South Park Rd Suite 104
Bethel Park, PA 15102opens in a new window

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