Navigating Life's Financial Journey

Connecting tax advice to your wealth management goals.

 

A Holistic Approach to Wealth Management

Yeo & Yeo’s team of financial advisors build your unique wealth management strategy around what is most important to you – your goals, dreams, and time horizons. Through the combined experience of your CPA and our wealth management expertise, you experience an all-encompassing and tax-efficient approach to financial planning.

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Contact Us Today To Speak With One Of Our Experts

Peter Bender

Peter Bender

CPAs & Business Consultants, Wealth Management

Disclaimer
Investment advisory services 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 are unrelated entities. Neither HKFS nor ProEquities offer accounting, tax or legal services.

Check the background of Pete Bender on FINRA’s BrokerCheck.