Benefits of Being Our Client
For your convenience, we can coordinate our services with your legal and tax advisors, or offer referrals to trusted professionals we routinely work with in these fields.*
By becoming a Yanker Group client, you will be able to leverage:
- Industry experience that spans more than 30 years, and a proactive approach to improving skills and knowledge for your benefit.
- A personalized approach to client interaction, with an understanding that feedback is an important part of our relationship. We continually communicate and educate through workshops and events, while also remaining responsive and accessible when you need us.
- Trusted professional alliances with CPAs to integrate your wealth planning with tax planning.
- An inviting, family-like culture where we get to know you, and where you get to know us.
- An independent offering of numerous products and services. We have no sales quotas to meet and no proprietary products. Through LPL Financial, we offer fee-based financial planning and asset management.
In order to benefit our current clients, we are selective in the number of new clients we work with. However, we welcome your referrals and appreciate the trust you place in us.
* tax and legal services are neither provided nor endorsed by LPL Financial.