Drew E. Yerger

Credentials:
  • AIF®
  • CFBS

Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Business Succession Planning

Languages: English

PROFESSIONAL SPECIALTIES
Retirement Planning
Investment Portfolio Analysis & Management
Life, Disability Income & Long Term Care Insurance
Employer Sponsored Retirement Plans
Estate & Business Planning
Executive Benefits
Educational Seminars
New Family Planning

QUALIFICATIONS
B.S. in Business Administration from Susquehanna University
Registered Representative of MML Investors Services, LLC
FINRA Series 6 Registration
FINRA Series 7 Registration
FINRA Series 63 Registration
FINRA Series 65 Registration (Uniform Investment Adviser Law Examination)

PERSONAL
Board Member West Shore YMCA
Attends: St. Elizabeth Anne Seton
Resides in Dillsburg, PA with his wife Melissa, son Jake, and Lily their Black Lab.
Hobbies include: Singing Classical Music, Skeet Shooting, and Running.

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Contact Drew

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uFinancial Group

Main Office

5001 Louise Drive Suite 300
Mechanicsburg, PA 17055

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CRN201903-208416