The information contained in this website is intended to inform Yeo & Yeo’s clients, colleagues and friends about our firm and the services we offer. It is not intended nor should it be used as a substitute for tax, audit, accounting, investment, consulting or other professional advice. You should seek advice directly from a Yeo & Yeo professional before making any decision or taking any action on accounting, tax, financial and consulting-related matters. The information provided at this site is subject to change without notice. All information in this site is provided “as is.”

Yeo & Yeo Wealth Management | Investment Advisory Services and Security Products

Investment advisory services are offered through HK Financial Services (HKFS), an independent Registered Investment Adviser. Commission-based securities products are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. HKFS, ProEquities, and Yeo & Yeo Wealth Management are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.

Yeo & Yeo works closely with HK Financial Services (HKFS), a national wealth management company, to provide investment advisory services. The material provided on this site is for informational purposes only with the understanding that neither Yeo & Yeo Wealth Management, HKFS nor ProEquities is rendering accounting, tax, legal or financial advice. Please consult with your CPA or other appropriate advisors on all matters pertaining to accounting, tax, legal or financial obligations and requirements.

Revised as of December 11, 2019.