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Our Services

Yaegers Financial Services offers a wide range of investment and planning services that keep the “long-term” approach to investing in mind.  We work with you in selecting the right mix of products and services that are in line with your personal investment philosophy and risk tolerance.  Our comprehensive list of services helps you, the investor, keep focus on your goals and stay on the path toward managing them. Yaegers Financial Services offers a wide range of investment and planning services that keep the “long-term” approach to investing in mind.  We work with you in selecting the right mix of products and services that are in line with your personal investment philosophy and risk tolerance.  Our comprehensive list of services helps you, the investor, keep focus on your goals and stay on the path toward pursuing them.


Our tailored approach to investing is always centered on the client.  We utilize leading-edge technology and select appropriate financial products to build personalized financial strategies.  Our clients are provided with access to our premium wealth management system enabling them to keep track of their finances and organize all of their assets into one secure location. We consistently monitor our clients’ portfolios to ensure they remain in line with their objectives and provide regular updates to changes in the market and economy.


Our dedicated services include:


As independent LPL financial advisors we do not sell any proprietary products. This allows us to select products we believe best suited for your specific goals and investment approach. Whether it is developing a college funding strategy, planning for retirement, or evaluating your current life insurance situation, we provide recommendations that are always in the best interest of our clients.


We Welcome The Opportunity To Show You What Our Family Can Do For Yours…..  


Click here to watch our Life In a Box video to learn more about our services: