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Kitzmiller Financial Group

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Welcome to Kitzmiller Financial Group. We’re dedicated to serving the York, PA community with comprehensive financial guidance and support. Our team understands that navigating the complexities of personal finance can be tough, which is why we’re here to offer sound advice and tailored solutions to help you achieve your financial goals.

Whether you’re planning for retirement, investing for the future, or seeking insurance coverage to protect your assets, our experienced professionals are committed to providing you with the guidance and support you need every step of the way. We prioritize building lasting relationships with our clients, taking the time to understand your unique financial situation and crafting strategies that align with your goals, risk tolerance, and timeline.

At Kitzmiller Financial Group, we believe that every client deserves a customized approach to financial planning. Whether you’re seeking guidance on investments or securing income for the future, Tedd and our team possess the experience and expertise to tailor solutions that best suit your individual portfolio. With a dedication to client satisfaction and a focus on empowerment through education, we strive to provide the resources and support necessary for our clients to navigate their financial journey with confidence.

Tedd Kitzmiller
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Tedd Kitzmiller, CLTC®, LUTCF

FOUNDER & PRESIDENT

After working in the financial services industry for over 33 years, Tedd firmly believes that income is the outcome that matters most in retirement.

With decades of experience in tax planning and tax reducing strategies, Tedd specializes in estate planning, retirement income planning, long term care, and wealth transfer planning. Rather than recommending specific products, Tedd is instead committed to designing financial plans that best serve his clients’ short and long-term goals.

His customer service philosophy is founded on listening to his clients and protecting their financial goals above all else. During his time with Mutual of New York, Tedd was recognized as the “#1 new Agent in the United States” and became known as a specialist in client services for ‘orphaned clients’ ⎯ those that had been abandoned or disadvantaged by previous agents. Tedd’s background in counseling enhances this approach. He has always loved working with people and trying to help them. Tedd believes in building genuine relationships with his clients.

Tedd earned a Bachelor of Arts degree from Lock Haven University, and his master’s in counselling from Mississippi State University. In his free time Tedd loves to taste great wines, enjoy great food, golfing, skiing, traveling, and attending concerts. Tedd and his wife, Lisa, enjoy spending time with their family and attending their local church. They also like visiting the beach and the mountains when their schedules permit.

  • Member of The Million Dollar Round Table and previous Court of the Table qualifier
  • Featured in Advisory Today and Kiplinger Retirement Planning magazines
  • Appeared on retirement planning segments on CBS, FOX, ABC, and NBC.
  • Honored as the “#1 New Agent in the United States” and named “New Associate of
    the Year” during his time with Mutual of New York

 

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We are a boutique independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. The information contained on this website are not intended for tax or legal advice. Please consult a tax or legal professional for specific information regarding your individual situation.

The Kitzmiller Financial Group is not affiliated with the Social Security Administration or any other government agency.

The information and opinions provided are for general information purposes only. They are not meant to be a solicitation for the purchase or sale of any investment or insurance product.

Investing involves risk and the potential loss of principal. No investment strategy can guarantee a profit or protect against losses.

Any reference to reliable income stream or protection benefits on this website refer only to fixed insurance products. They do not refer to investment advisory services or securities. Annuity product guarantees are backed by the claims paying ability and financial strength of the issuing insurance company. Annuities are an insurance product and may be subject to surrender charges, fees, market value adjustments and differing holding periods that vary. Annuities are not insured by the FDIC. The information and opinions on this website were provided by third parties and have been obtained by sources that are deemed to be reliable but cannot guarantee completeness or accuracy.

Guarantees are based on the claims-paying ability of the issuing insurance company. Kitzmiller Financial is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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