Investments, stocks, ETF's, mutual funds, and bonds
Yankee Investor, LLC is providing investors with "common sense fee based advice." With our straight forward fees that are clear and easily understandble, you will know just what your expenses are. Our Service reflects a more progressive approach to meet your needs and objectives. Our goal is to help you to diversify your portfolio and thereby leverage your risk. We make the most of the market’s advantages, regardless of the climate.
Safeguard your future
Your financial security depends on the decisions you make now. There are numerous incentives available for individuals who wish to set aside income for use in the future. Put yourself and your family first. Just who’s retirement nest egg are you building, your own or your brokers? Our services are designed to fit the needs of investors who are well-informed about the true cost of their portfolio’s fees & expenses. Financial security and planning is essential — no matter your age or income. It’s never too late to start planning.
Other services
We don’t take any decisions lightly and will advise you on the right investment for you, whether it be in real estate, stock, or insurance. Take advantage of our broadly diversified experiences in all financial and investment matters. Our areas of expertise include:
Stocks
Bonds
Securities
ETF's
Real estate
Retirement planning
Wealth management
401(k) and other company retirement plans
Investment risk management
Contact us to receive sound financial advice to meet your goals !
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