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.

06/05/2026

Homeownership builds wealth through forced savings, not soaring prices. This article explains the real returns on housing and what buyers must know before they purchase.

This week’s market insights are in.LPL Research breaks down the latest developments shaping the markets, key economic tr...
06/03/2026

This week’s market insights are in.

LPL Research breaks down the latest developments shaping the markets, key economic trends, and what investors should be watching right now.

If you’re looking to stay informed and grounded in today’s environment, this is a great resource.

Read the full commentary here:
👉 [Insert Link]

🎉✨ Happy 20th Birthday to Rebecca's Daughter, Giovanna! Wishing you the happiest of birthdays as you celebrate this exci...
06/02/2026

🎉✨ Happy 20th Birthday to Rebecca's Daughter, Giovanna!

Wishing you the happiest of birthdays as you celebrate this exciting milestone! May this year be filled with new adventures, big dreams, and unforgettable memories.

Cheers to 20 years of wonderful you and so many more to come! 🥳💐

Thinking about education planning on 529 College Savings Day? You’re not alone!Whether you’re just getting started or re...
05/29/2026

Thinking about education planning on 529 College Savings Day? You’re not alone!

Whether you’re just getting started or reviewing an existing plan, our 529 Preparation Checklist highlights important considerations - from investment options to tax advantages.

📘 Check out the full checklist and see what steps may matter most for your family.

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appe...
05/26/2026

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education Savings Accounts (ESAs) offer tax- advantaged withdrawals when used for qualified expenses.

But for those seeking an additional tax deduction on their tax return, there are specific tax credits students, and their parents may qualify for.

Here are the tax credits you may qualify for in 2026 or the future, pending no changes in IRS education expenses deduction rules: https://www.yaegersfinancialservices.com/blog/smart-savings-5-tax-breaks-for-college-students-and-parents

This Memorial Day, we pause to honor and remember those who made the ultimate sacrifice in service to our country. Pleas...
05/25/2026

This Memorial Day, we pause to honor and remember those who made the ultimate sacrifice in service to our country.

Please note: Financial markets and our office will be closed in observance of Memorial Day. We’ll resume regular hours tomorrow.

05/22/2026

Tens of millions of Americans might be eligible to claim refunds from the IRS because of a federal-court decision that said many pandemic-era tax deadlines didn’t actually apply.

The excitement continues at YFS as we proudly celebrate Katie (Riverview High School) and Robert Grey (Pine View High Sc...
05/20/2026

The excitement continues at YFS as we proudly celebrate Katie (Riverview High School) and Robert Grey (Pine View High School) on their recent graduations this past weekend! 🎓

Katie, Bill's daughter, is heading to Florida State University, and Robert Grey, Rebecca's son, will be attending the University of Florida. These two have worked so hard to reach this moment, and we couldn’t be more proud of their dedication, perseverance, and accomplishments.

Congratulations, Katie and Robert Grey - your journeys are just beginning! 🎉👏

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

Website

Alerts

Be the first to know and let us send you an email when Yaegers Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Yaegers Financial Services:

Shortcuts

Share

Category