Why Yoder Financial?

Why do I need a financial advisor?

 

Working with an experienced professional will allow you to set appropriate goals, and then help you strive to reach those goals. Yoder Financial Services is dedicated to your success, and the staff will use all their knowledge on your behalf. 

 

 

How are we "dedicated to your success"?

  

Everyone working for Yoder Financial Services has one thing in mind: helping you meet your goals. This means that our advisors are working for only one person: YOU. You are the only one who knows your goals, inside and out. The team at Yoder Financial Services is here to provide superior service and thoughtful advice as you plan your future. The experience, resources, and individual attention you will find can put you on the path to success. If you are looking for an advisory firm that understands what it means to be unique, we are here to serve YOU.

 

Yoder Financial Services. [photo by Tom Craig, 2017]

Services

Investments

 

  • Stocks

  • 529 College Plans

  • 401(k) Rollovers

  • 403(b) Rollovers

  • Convertible Bonds

  • Corporate Bonds

  • Municipal Bonds

  • Mutual funds

  • Brokerage Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Money Market Funds

  • Unit Investment Trusts

  • ​Variable Annuities

  • Fixed Annuities

Insurance

 

  • Disablility Income Insurance​

  • Life Insurance 

  • Long Term Care Insurance

Farmers work to harvest their sugar beet crop near Pigeon. [photo by Tom Craig, 2013]

If you have any questions about any of our services, please give us a call at 989-269-7062.

 

Check the background of this firm on FINRA's BrokerCheck

 

 

 

*Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Insurance Services offered through Yoder Financial Services are not affiliated with FSC Securities Corporation.

 

This communication is strictly intended for individuals residing in the states  AZ, CA, CO, FL, MD, MI, OH, SC, VA, WA. No offers may be accepted from any resident outside the specified states referred.

Working with an advisor that is part of the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor program.  Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with FSC Securities Corporation and is not sponsored or endorsed by FSC Securities Corporation.

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use on the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.