One of your local SmartVestor Pros
Schedule a Meeting with Ronn Yaish Today
Join Ronn for a “Quick-Connect” 10 minute meeting over the phone. This brief introduction is a good way for you to speak directly with Ronn Yaish and learn if we’d be a good fit.
Ronn Yaish, MBA
What does it mean to be a SmartVestor Pro?
Ronn Yaish explains what the SmartVestor Program means to him:
I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to solid, professional investing guidance.The Smartvestor Code of Conduct is a required demonstration of values and financial professional standards established by the Ramsey Solution organization. Each participating financial professional such as myself, Ronn Yaish, agrees to sign and abide by this important pledge.(copy of the SmartVestor Code of Conduct)
I provide a refreshing twist on financial planning.
I have the heart of a teacher, not the attitude of a salesman.I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
I care about your future.
I’m more than a “financial planner”- I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be mad that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professions pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with or endorsed by Yaish Financial Services, LLC.
Connect With Us
Phone (800) 994-9012 ext 2
(by clicking the Risk Tolerance Questionnaire you will be taken to another website)
Although we serve New York/New Jersey local clients,
We are Location Independent: meetings virtually with clients in any of the United States.
83 Lee Place, Suite 201
Bergenfield, New Jersey 07621
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Yaish Financial Services, LLC (Yaish Financial) is a registered investment adviser located in Bergenfield, New Jersey. Yaish Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Yaish Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Yaish Financial’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Yaish Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Yaish Financial, please contact the state securities regulators for those states in which Yaish Financial maintains a registration filing. A copy of Yaish Financial’s current written disclosure statement discussing Yaish Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Yaish Financial upon written request. Yaish Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Yaish Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.