Lauretta Yeagy - Wilmington Advisors @ M&T

Services Offered

• Financial Planning
• Investment Guidance
• Retirement Planning

About

Lauretta Yeagy is a financial advisor based in Delta, Pennsylvania, providing personalized financial planning services to clients in the area. She utilizes Wealth Goals financial planning software to help clients create realistic plans that align with their financial objectives. Lauretta takes the time to educate her clients on various financial options, ensuring they can make informed decisions tailored to their unique situations. Her practice focuses on helping individuals and families navigate their financial journeys effectively.

Reviews

Location

Business Information