The dedicated team at Yaegers Financial provides a customized comprehensive approach that will guide your financial decisions. Did you know that investment planning is the key component to any retirement plan? Find out how the Yaegers Financial Services team can create a personalized investment strategy today!
Don't forget to take time to plan for the years ahead. Contact the team at Yaegers Financial today to learn how to better prepare for your retirement. At Yaegers Financial Services, we are dedicated to helping our clients and their families work towards their financial goals. We approach this by listening to their needs and providing objective, problem-solving services, and independent financial guidance.
Don't forget to take time to plan for the years ahead. Contact the team at Yaegers Financial today to learn how to better prepare for your retirement. At Yaegers Financial Services, we are dedicated to helping our clients and their families work towards their financial goals. We approach this by listening to their needs and providing objective, problem-solving services, and independent financial guidance.
Services
I graduated from Xavier University in Cincinnati, Ohio, in 1963, with a degree in Business Administration. After serving in the Army with a deployment in Korea, I returned to the USA and worked in the home office of an insurance. I joined Yaegers Financial Services in November of 1997.
I obtained my undergraduate degree from Bowling Green State University in Bowling Green, Ohio and a Master's degree from the U.S. Army War College in Carlisle, Pennsylvania.After graduating from Riverview High School in 1993, I attended the University of Florida where I earned my Bachelor's degree in Finance in 1997 and my M.B.A. in 2005.
I obtained my undergraduate degree from Bowling Green State University in Bowling Green, Ohio and a Master's degree from the U.S. Army War College in Carlisle, Pennsylvania.After graduating from Riverview High School in 1993, I attended the University of Florida where I earned my Bachelor's degree in Finance in 1997 and my M.B.A. in 2005.
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 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.
Yaegers Financial Services uses a disciplined and focused process to discover our client's needs and goals and formulate a plan based upon that information. This process uses the latest technology to monitor and track progress and to ensure investment allocations are positioned properly to enhance potential returns while managing risk.
College education for a child can be one of the biggest expenses a family will face. There are many things to consider when determining which college savings plan is right for you and your family.
Yaegers Financial Services can help outline the advantages and disadvantages of each savings option so you can select whether or not a US Series EE Savings Bond, UTMA/UGMA account, Coverdell Education Savings Plan, or 529 Savings Plan/Prepaid Tuition is right for you.College tuition costs have increased faster than any other household expense in recent decades.
Yaegers Financial Services can help outline the advantages and disadvantages of each savings option so you can select whether or not a US Series EE Savings Bond, UTMA/UGMA account, Coverdell Education Savings Plan, or 529 Savings Plan/Prepaid Tuition is right for you.College tuition costs have increased faster than any other household expense in recent decades.
Reviews
Be the first to review Yaegers Financial Services.
Write a Review
