portrait of Jeff Yantz
FINANCIAL ADVISOR

Jeff Yantz

AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate & Legacy Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Cycling
  • Music
  • Golfing
  • Traveling

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Fax

(877) 482-1940

Office Address

203 N Walnut Street
Bay City, MI 48706opens in a new window

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