Broker Check

Call Us To Setup Your FREE Tax Consultation Today! ( 717) 394-6097

Or Visit Us At

2938 Columbia Ave Unit 1101, Lancaster, PA 17603

                Fred Waller, EA, CFP®

Kyle McLaughlin

Kyle McLaughlin

Tax and Investment Professional

 

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 also a specialist in Investment Planning, Life Insurance, Annuities, IRA’s and 401K Rollovers.

Kyle is certified in Medicare Supplement and Advantage Plans, Long Term Care and LTC Hybrid Plans. He is also certified in Council Designations such as Life Underwriting Training Council Fellow (LUTCF), Chartered Leadership Fellow (CLF) and Investments License 6 & 63.