Work With Us
At Yaish Financial we aim to keep things simple.
- You set the tone and we follow your lead
- Your engagement is based on your pace and schedule
Two Options To Connect With Us
Whether you have some questions about our firm/services or you would like to begin a formal relationship with us, please consider one of these two ways to reach us.
Option #1
Send Us a Message
If you are interest in learning more about Yaish Financials' services or approach, please send us a message .(*please note, that the purpose of this message is to learn more about our practice, and not an opportunity for personal guidance.)
Send a
Message or Voice Note
Option #2
Motivated. Lets meet.
1)Fill out this Prospective Client Application to make sure we would be a good fit.
2)Once the information is reviewed and you're application is accepted, we will schedule a 30 minute first meeting via Zoom or phone.
*Please note that when clicking any of the buttons on this page you will taken to a 3rd party service/platform.
(By Clicking the Risk Tolerance Questionnaire you will be taken to another website)
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