Gregory J Burkhart

Financial Advisor

  • Lakeville Minnesota
  • EFS Advisors

Specialties

Asset Protection College Funding Divorce Farmers Financial Advisor Financial Education High Net Worth Investing Income Planning Investment Management Investors with Pensions Life Insurance Specialist Long Term Care Retirement Planning Small Business Retirement Plans Tax-Sensitive Investment Strategies Management

Primary Office

20731 Holyoke Avenue suite 106, Lakeville, MN 55044, USA

About Gregory J Burkhart

Greg has a heart for people and understands the challenges they face in today’s world. Guided by decades of experience and expertise in the financial industry, Greg has developed a consistent business of educating clients so they can make sound financial decisions for their future. He is dedicated to covering all aspects of the financial planning process and partners with each client every step of the way. When questions arise or if life gets complex, Greg has made it a practice to be available.

Greg knows a key attribute in someone’s character and their success is understanding the importance of family. Greg’s the first to point out that he’s been blessed. He has an amazing wife, Beth, an adorable grandson, Jack, and three talented children, Courtney, Izaac, and Gretchen. Greg and Beth recently moved into their dream home overlooking the Mississippi River, and nothing brings them more joy than to gather there with family, enjoying lots of delicious food and great music.

At the end of the day, Greg’s hope is that his clients can envision their financial future with optimism, potential, and peace of mind, allowing them to truly enjoy their family and friends.

School Districts

EMPLOYER ID
Lakeville - ISD 194 194
Prior Lake-Savage Area - ISD 719 719
Rosemount-Apple Valley-Eagan - ISD 196 196
Shakopee - ISD 720 720

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