Focused Wealth, LLC (Previously Dot Yandle Financial Services)
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(704)543-0690verified
8037 Corporate Center Dr #300 Suite 300
Charlotte NC, 28226
Sun | closed |
Mon | 8:00 am-5:00 pm |
Tue | 8:00 am-5:00 pm |
Wed | 8:00 am-5:00 pm |
Thu | 8:00 am-5:00 pm |
Fri | 8:00 am-5:00 pm |
Sat | closed |
Juneteenth might affect business hours
About Focused Wealth, LLC (Previously Dot Yandle Financial Services)
At Focused Wealth, LLC we are committed to helping our clients plan for their financial security. We provide financial, investment, and estate planning solutions that work together to support your unique needs and objectives. Dot Yandle, CPA/PFS, has been a trusted advisor for over 25 years. She exceeds her clients' expectations by delivering exceptional knowledge and guidance. She has successfully combined her tax expertise and wealth management experience to lead clients confidently toward their specific goals. Kristine Pennington has been in the financial services business since 2007. Kristine’s experience includes investment management, financial planning, life insurance and long-term care planning.
Focused Wealth, LLC (Previously Dot Yandle Financial Services), investment bank, listed under "Investment Banks" category, is located at 8037 Corporate Center Dr #300 Suite 300 Charlotte NC, 28226 and can be reached by 7045430690 phone number. Focused Wealth, LLC (Previously Dot Yandle Financial Services) has currently no reviews.
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