Paul K. Broomellemail
uFinancial Group
100 Sterling Parkway Suite 307
Mechanicsburg, PA 17050
Professional Story
PROFESSIONAL SPECIALTIES
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Life Insurance Portfolio Analysis
- Disability Insurance Portfolio Analysis
- Long Term Care Insurance Portfolio Analysis
- Estate Preservation Planning & Analysis
QUALIFICATIONS
- Bachelor of Science / Business Administration Messiah College
- FINRA Series 7
- FINRA Series 66, Registration, Uniform Combined State Law
- Registered Representative – MMLIS, LLC
- Investment Advisor Representative – MMLIS, LLC
PERSONAL
- Lives in East Petersburg, PA
- Attends Threshold Church in Lancaster, PA
- Hobbies include: mission trips, travel, golf, working out, and motorcycle riding
Education
Messiah College, Bachelor of Science in Business Administration
Hobbies
Golf
Affiliations & Memberships
Messiah College Alumni Council
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Financial Education
- Retirement Strategies
- Risk Management Strategies
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