Home
Services We Provide
- Services
About Us
Resource Center
Events
Useful Links
- Useful Links

Contact

Lancaster Office

2938 Columbia Ave Unit 1101

Lancaster, PA 17603

Phone: 7173946097

Mon-Fri: 9:00 AM - 5:00 PM

Sat-Sun: By Appointment

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: (717) 394-6097

2938 Columbia Ave Unit 1101

Lancaster, PA 17603

FINRA series 6, 7, 63, 65

fred@wallertax.com

Quick Links

Retirement
Insurance
Tax
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services^SM, Insurance services offered through Avantax Affiliated Insurance Agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management^SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third-party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management^SM or its subsidiaries. Avantax Wealth Management^SM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.