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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Frederick Waller, EA, CFP

Owner

(717) 394-6097

WallerF1@hdvest.net

Since 2000, Waller Tax Financial Services has been offering tax preparation and financial planning services throughout Lancaster County, Pennsylvania. Our unique perspective - that tax preparation is just part of your overall financial...

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Kyle McLaughlin

Tax and Investment Professional

(717) 394-6097

kyle@wallertax.com

Kyle McLaughlin is our Tax and Investment Professional. He has an B.A. in Economics and Minor in Business Management from Millersville University. He has 13 years of experience in the Financial Services and Insurance Industry. Kyle is...

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Tammy Strickler

Office Manager, Head Of The Auto And Homeowners Insurance Division

(717) 394-6097

Tammy@wallertax.com

Tammy is our Certified PA Property & Casualty Insurance Agent. With 20+ years of Office Management, Tammy also has a Degree in Business Administration with a Minor in Criminal Justice.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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