Brian C. Lauer

Financial Advisor (717) 793-4800

Brian C. Lauer Specializes In:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Wealth Management
  • Insurance Protection
  • Portfolio Growth
Location

York, PA

Education

Bachelor of Science, Accounting – Christopher Newport University

Licenses

FINRA Series 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Bio

In 1998, Brian started as a Compliance Officer for a small broker/dealer in Virginia. Six years later, after realizing how much he enjoys working one-on-one with people and addressing their financial needs, he decided to transition over to be a financial advisor. Although he enjoys all aspects of being a financial advisor, he focuses on helping pre-retirees transition into retirement.

Brian sees integrity as an integral part of the client-advisor experience, his understanding and caring nature makes him easy to work with. He values building relationships with his clients that are rooted in trust, and he aims to educate his clients by explaining financial processes in a way that makes sense.

Brian has been in the securities industry for 22 years. He currently holds his FINRA Series 7, 63, 65, and Life/Health & Variable Annuity License in Pennsylvania, Virginia, and Maryland, as well as other states.

Outside of the office, Brian enjoys the beach, running, snow and water skiing, biking, and above all, being a dad.

 

Check out the background of investment professionals on FINRA’s

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are ...
Read More

Changing Jobs? Know Your 401(k) Options

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) pla...
Read More

Tax Benefits of Home Ownership

In tax lingo, your principal residence is the place where you legally reside. It's typically the pl...
Read More