Dot Yandle Financial Services LLC
Bank Credit Union
Why pick this one
Dot Yandle Financial Services LLC has over 25 years of experience in financial advisory and offers tailored planning for retirement and college expenses.
Best for
- individuals seeking personalized financial and retirement planning
- small businesses needing strategic financial advice
Look elsewhere if
- clients looking for budget-only financial services
- those who prefer generic financial solutions without tailored advice
Specialties
- retirement planning
- college planning
- business planning
Certifications
- CPA
- PFS
What makes them different
- led by Dot Yandle, a CPA/PFS with over 25 years of advisory experience
- focuses on retirement, college, and business planning
- tailored services to individual client needs
- Years in business
- 25
Distilled from this business's own website.
Contact & Location
- Address
- 8037 Corporate Center Dr Ste 300, Charlotte, NC 28226
- Phone
- 7045430690
- Website
- http://www.dyandle.com/
- Dot@focusedwealthllc.com
Services
- financial planning
- investment planning
- estate planning