Focused Wealth, LLC (Previously Dot Yandle Financial Services)

Merna Johnson 

on Google

3 months ago

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. 

Paula Toynton 

on Google

3 months ago

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. 

John Razzano 

on Google

3 months ago

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 

Patricia Tanzi 

on Google

4 months ago

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. 

Ally Christie 

on Google

4 months ago

Dot and her team have grown and protected my wealth for over eight years. They go far beyond financial advice and planning. The best decision I have made is to work with Dot and her team!