Focused Wealth (Previously Dot Yandle Financial Services)

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General Info

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. Kristineâ??s experience includes investment management, financial planning, life insurance and long-term care planning.

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Focused Wealth, LLC (Previously Dot Yandle Financial Services)

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website

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Banks

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Phone: (704) 543-0690

Address: 8037 Corporate Center Dr Ste 300, Charlotte, NC 28226

Website: website