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Services offered:
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Financial Planning
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Portfolio Management
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Retirement Savings
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College Savings
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Stocks/ Bonds
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Estate Planning
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Life Insurance
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Qualifications:
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Minimum Account Size:
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Fee Structures:
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Years of experience:
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Education:
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Age:
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Foreign Languages:
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English
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Religion:
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My value to clients:
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Our company was founded in 1997 upon principles that place the utmost value on our clients’ financial goals and objectives. We’re in the business of building long term, solid relationships that are based upon trust and quality client service.
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Investment/ Business Philosophy:
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Community Pride Financial Advisors is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise. Alexander G. Yearley, CFP is ready to meet with new clients at their convenience.
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Target Clients:
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Our staff are experienced professionals with a “hands on” approach to investment planning. They are dedicated to providing the sound guidance, expertise and customer care that are required in every phase of our clients’ financial plans to be successful. We specialize in serving the gay/lesbian/single market, but are happy to meet with anyone.
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Personal/ Additional Details:
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