Kyle McCauley, NSSA® Advisor · Lapeer, MI

Kyle McCauley is a highly respected Chief Investment Officer at Entrust Investment Services, Inc., based in Michigan. With a fiery passion for the financial services industry that has been evident since he began his career in 2006, Kyle has dedicated his expertise to serving the unique needs of retirees and guiding them through the complexities of retirement planning. His efforts contributed to the remarkable growth of a Retirement Planning Firm, amassing over $100 million in assets, and in 2022, he transitioned to Entrust Investment Services to broaden the accessibility of his innovative investment strategies to fellow advisors.

As a holder of the NSSA® designation in Social Security planning, Kyle McCauley brings specialized knowledge of Social Security planning to every client relationship.

As a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Portfolio Management Advisor (APMA®), Kyle brings a wealth of knowledge and professional credentials to his role, including his certification as a National Social Security Advisor (NSSA®) and his status as a series 66 licensed Investment Advisor Representative. His commitment to individual investors is matched only by his dedication to his family, with whom he actively participates in community church activities and manages a hobby farm that fosters strong family and community ties.

For those seeking a reliable and knowledgeable advisor in the realm of investment strategies and social security planning in Michigan, Kyle McCauley stands out as a trusted professional whose passion and expertise can help secure a prosperous financial future.

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