Focused Wealth, LLC (Previously Dot Yandle Financial Services)
Bank Credit Union
Why pick this one
Focused Wealth, LLC has over 25 years of experience and specializes in personalized financial strategies and retirement planning.
Best for
- individuals seeking retirement planning
- families preparing for college expenses
- small business owners needing financial guidance
Look elsewhere if
- looking for budget-only financial advice
- seeking generic financial services without personalization
Specialties
- retirement planning
- college planning
- business planning
Certifications
- CPA
- PFS
What makes them different
- Dot Yandle has over 25 years of experience
- focus on personalized financial strategies
- team approach to financial services
- commitment to client education
- holistic wealth management solutions
- Years in business
- over 25
Distilled from this business's own website.
Contact & Location
- Address
- 8037 Corporate Center Dr #300, Ste 300, Charlotte, NC 28226
- Phone
- 7045430690
- Website
- http://www.focusedwealthllc.com/
- Dot@focusedwealthllc.com
Services
- financial planning
- investment management
- estate planning