The information contained in this website is intended to inform Yeo & Yeo’s clients, colleagues and friends about our firm and the services we offer. It is not intended nor should it be used as a substitute for tax, audit, accounting, investment, consulting or other professional advice. You should seek advice directly from a Yeo & Yeo professional before making any decision or taking any action on accounting, tax, financial and consulting-related matters. The information provided at this site is subject to change without notice. All information in this site is provided “as is.”
Yeo & Yeo Wealth Management | Investment Advisory Services and Security Products
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
The Avantax® family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
Revised as of January 5, 2024.