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Focused Wealth, LLC (Previously Dot Yandle Financial Services)

5.0
  • Investment Service
  • Charlotte, NC

About this business

FinanceFinancial ServicesInvestingInvestment Service

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 Pe... read more

Location details

8037 Corporate Center Dr #300, Suite 300, Charlotte, NC, 28226, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.06 reviews
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Frequently asked questions about Focused Wealth, LLC (Previously Dot Yandle Financial Services)

How is Focused Wealth, LLC (Previously Dot Yandle Financial Services) rated?

Focused Wealth, LLC (Previously Dot Yandle Financial Services) has a 5 star rating with 6 reviews. 

When is Focused Wealth, LLC (Previously Dot Yandle Financial Services) open?

Focused Wealth, LLC (Previously Dot Yandle Financial Services) is closed now. It will open tomorrow at 8:00 a.m.