Yaegers Financial Services

Yaegers Financial Services At Yaegers Financial Services, we are dedicated to helping our clients and their families work towar

As independent advisors, we create objective, customized investment and insurance strategies that aim to help build, manage, and transfer wealth. We believe it is important to actively monitor a client’s investments and maintain a proactive and open stream of communication. At Yaegers Financial Services (YFS) we provide our clients with the latest technology, ensuring they have access to all of their accounts, assets, and critical financial information in one secure location.

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, an...
09/02/2026

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, and key insights—delivered straight to you. Whether you're an investor, a finance enthusiast, or just keeping an eye on the economy, this is the update you don't want to miss. Check it out now and make informed decisions with confidence!

https://www.yaegersfinancialservices.com/lpl-research

🎉 Happy Birthday, Dave Jr.!Since joining Yaegers Financial Services in November 1997, Dave has dedicated himself to help...
09/01/2026

🎉 Happy Birthday, Dave Jr.!

Since joining Yaegers Financial Services in November 1997, Dave has dedicated himself to helping individuals and families pursue their financial goals with confidence and clarity. A proud graduate of Bowling Green State University and holder of a Master's degree from the U.S. Army War College, Dave brings a unique combination of knowledge, leadership, and experience to his role as a CERTIFIED FINANCIAL PLANNER™.

Please join us in wishing Dave Jr. a very happy birthday and a year filled with continued success, happiness, and great memories! 🎂🎈🎉

08/28/2026

Resorts from Montana to Virginia take the stress out of logistics, so you can focus on what matters: catching fish on legendary rivers.

Year-end financial planning isn't a December activity—it's a year-round advantage. 📈Waiting until the last minute can li...
08/24/2026

Year-end financial planning isn't a December activity—it's a year-round advantage. 📈

Waiting until the last minute can limit your options. By planning ahead, you can make thoughtful decisions around taxes, retirement savings, charitable giving, and investment strategies while there's still time to act.

The earlier you start, the more opportunities you may uncover. Swipe through to see our year-end planning guide.

08/21/2026

For investors who have effectively become home-country biased through years of underweighting non-US assets, revisiting that allocation is now analytically justified rather than merely a diversification platitude.

It was a busy and successful weekend for our team as we celebrated two major family milestones! 📚Bill and his family mov...
08/18/2026

It was a busy and successful weekend for our team as we celebrated two major family milestones! 📚

Bill and his family moved their daughter Katie in to Florida State University, while Rebecca's son, Robert Grey started his journey at the University of Florida.

While moving boxes, navigating unpacking, and saying goodbye is never easy, it's inspiring to see these young adults take the next step toward their futures. We're proud of Katie and Robert Grey and wish them nothing but success, growth, and unforgettable experiences in the years ahead.

Congratulations to both families and to all the students beginning their college adventures this fall! 🎓

Address

2477 Stickney Point Road, Ste 117B
Sarasota, FL
34231

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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