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Dot Yandle Financial Services, LLC

8037 Corporate Center Dr., Suite 300
Charlotte, NC 28226


I offer comprehensive investment planning. I can help develop a plan that takes into account your personal financial circumstances and needs, tax status, risk tolerance level and which considers your college, retirement and estate planning goals.

Our Services:

  • Retirement Planning
  • Mutual Funds
  • IRA/SEPs
  • Tax Planning
  • Life Insurance
  • Variable Annuities
  • Brokerage Accounts

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Listed In: Financial Planning, Financial Insurance, Insurance,

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