Yeo & Yeo Wins Awards from HK Financial Services
Yeo & Yeo Wealth Management
Kimberlee Dahl, Director of Marketing
989.793.9830 | email@example.com
Marketing Department | Yeo & Yeo Headquarters
5300 Bay Rd., Suite 100 | Saginaw, MI 48604
Saginaw, MI: Yeo & Yeo Wealth Management was recently recognized as a Top Wealth Advisory Firm* by HK Financial Services (HKFS) for helping businesses and families achieve their wealth management goals.
Yeo & Yeo works in alliance with HKFS to provide independent and objective financial services for clients. Combining the strengths of Yeo & Yeo and HKFS allows Yeo & Yeo to provide more robust financial planning services that help clients better understand their financial situation and reach their goals.
Peter J. Bender, CPA, CFP® of Yeo & Yeo, also received the President’s Club Award* for the second consecutive year.
The President’s Club award recognizes outstanding individuals for providing wealth management services for high-net-worth clients. It also exemplifies the best of HKFS affiliates who have a high level of ethics, integrity and leadership.
Bender is the managing principal of Yeo & Yeo’s Saginaw office and leads the firm’s wealth management services. He serves on Yeo & Yeo’s board of directors and is a member of the firm’s Agribusiness Services Group and the Estate Planning Group. He has 30 years of experience in auditing, financial planning and tax planning and preparation for businesses and individuals with a focus on family business.
Bender holds the Certified Financial Planner™ designation and is a member of the Financial Planning Association. In our community, Bender serves on the board of directors for Wellspring Lutheran Services and recently served on the Frankenmuth board of directors for multiple terms. He also serves on the St. Lorenz Foundation Finance Committee and the Valley Lutheran High School Growing Campaign Cabinet.
Awards were presented at the virtual HKFS Elevate Annual Conference on October 1.
*Award(s) are neither representative of any client's experience nor indicative of future performance. Awards are based on total advisory fee revenue and other non-production, non-investment performance factors.
Investment advisory services are offered through HK Financial Services, Inc. (HKFS). Commission-based securities products are
offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of
HKFS. HKFS and Avantax are independent of and unrelated to Yeo & Yeo Wealth Management. Neither HKFS nor Avantax provide
tax, accounting or legal services.Peter Bender is an Avantax registered representative and a HKFS investment advisor representative.
About Yeo & Yeo Wealth Management
Yeo & Yeo Wealth Management (www.yeoandyeo.com) helps businesses and individuals with their wealth management and investment strategies. Working closely with HK Financial Services (HKFS), a national wealth management company, Yeo & Yeo Wealth Management provides a holistic approach that connects financial planning, tax strategies and insurance solutions. Wealth management services are offered in Yeo & Yeo’s offices throughout Michigan.
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