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Focused Wealth, LLC (Previously Dot Yandle Financial Services)
- Investment Service
- Charlotte, NC
About this business
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
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have the pleasure of working with Dot Yandle and her team at Focused Wealth for many years, and I can't recommend her highly enough. From the very first consultation, Dot's expertise and commitment to helping me understand my financial situation were evident. She took the time to listen to my goals and concerns, offering personalized advice that truly aligned with my needs. Dot’s thorough knowledge of investment strategies, retirement planning, and tax optimization gave me confidence in my financial future. What really se... read more
Dot has managed my investments and advised me in planning for my retirement for over six years and advised me on difficult financial decisions. She sees me as a whole person, of whom my financial needs are a critical aspect of my life that supports all my other goals and needs. She makes herself available, explains things clearly, and makes sure you can make informed financial decisions. Client-centered, in every way. I am grateful to have found her and would be lost without her.
We’ve been using Focus Wealths expertise for over 25 years, when we first met Dot as a CPA, now our financial advisor. She and her staff are professional, thorough and has provided excellent financial advice over the years, incorporating our financial goals not only for retirement but for college planning as well. Thanks to Dot we are well planned for retirement, earlier than most. We highly recommend Focus Wealth for all your financial planning.
Dot Yandle has been my professional financial Adviser for almost 20 years . She has consistently worked together with me over my changing life circumstances and has helped me build my financial and retirement goals She has received many awards while I have worked with her and deserves every single one Work with someone who cares Dr John Razzano
I have a great deal of confidence and comfort with Dot Yandle in handling my accounts. She listens to what is important to me and proceeds accordingly. Dot has a very high degree of professionalism and cares about her clients. I highly recommend Focused Wealth for your financial needs.
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 7 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 at 8:00 a.m.