Saginaw

Wealth Management

Saginaw Headquarters

Yeo & Yeo Wealth Management provides clients with comprehensive wealth management services that integrate tax planning strategy with financial advisory services to help clients meet their lifetime planning goals.

What is it like to provide wealth management services in Michigan?

Michigan is home to the three biggest automobile manufacturing companies in the world. Michigan is the 16th largest chemical producing state in the United States, generating $2.5 billion in annual payroll. The Michigan economy, with nine years of uninterrupted job growth from 2009 to 2018, is on the brink of the longest period of job growth since the World War II era. The state of Michigan is booming with industries ranging from agribusiness to manufacturing and cybersecurity.

In a state that is growing in opportunities and success, Yeo & Yeo Wealth Management provides the experiences and connections you need to manage your wealth and investment strategies, and achieve your dreams. Our Services include tax planning, retirement planning, estate planning, risk management, asset management and more.

Request more information or call 800.968.0010.

Saginaw office location photo