Yaegers Financial Services was started by Wilbert I. (Bill) Yaegers over 75 years ago to provide his clients with exceptional personalized service in helping them shape their financial lives and goals. Today, that tradition continues with David Yaegers Sr., Bill’s son, and two of Bill’s grandchildren, David Yaegers Jr. and Bill Yaegers.
At Yaegers Financial Services, we are dedicated to helping our clients and their families pursue their financial goals. We approach this by listening to their needs and providing objective, problem-solving services, and independent financial guidance. We are committed to the highest standards of honesty, integrity, and ethics. We believe that Trust is paramount to our business, and we strive to maintain a relationship built on Trust with each and every client.
As independent advisors, we create customized investment strategies and insurance solutions to help build, protect, and transfer wealth. We believe it is important to actively monitor a client’s investments and maintain a proactive and open stream of communication. At Yaegers Financial Services we provide our clients with the latest technology, ensuring they have access to all of their accounts, assets, and critical financial information in one secure location.
Powerful analysis tools allow us to build and monitor financial and retirement plans, monitor cash flows, and track and analyze insurance needs. We also provide our clients with an online vault in which they can back up and save their important documents. This provides access to these important documents from anywhere in the world an internet connection can be found.
We also offer our clients several value added services to further enhance and optimize the client-advisor relationship. These services include:
- Quarterly Performance Reports
- Quarterly and/or Semi-Annual Client Reviews
- Tax Planning Strategies
- Access to Weekly Market Updates and Monthly Newsletter
- Portfolio Analysis and Optimization
- Educational Client Workshops
- Defined Contribution Asset Allocation
- Company Stock Option Analysis
- Full Disclosure and Client Confidentiality
- Access to our Wealth Management System and Personal Client Homepage
As markets and economies evolve so do an individual’s needs, wants, and goals. Just as you rely on experts to safeguard your health, fix your home, and maintain your car, why not make the same sound decision with your financial planning and investments?
We encourage you to take the time and call us today, to set up an independent and objective complimentary consultation and experience……the personal side of wealth.
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