Benefits of Being Our Client - For your convenience we will work with your tax consultant and can refer you to CPAs or Lawyers that are strategically allied with our office.
By becoming a Yanker Group client, you will be able to leverage:
- Industry experience that spans more than 35 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. The Yanker Group offers offer fee-based financial planning and asset management.