Mr. John M. Yerkes

CFP®, CASL®, ChFC®, RICP®

631-851-5632

JYerkes@financialguide.com

Our goal is to provide families and business owners with assistance in building their financial freedom. My team and I have the skills, knowledge, and experience required to assist my clients in meeting their established goals. My personal goal is to become a lifetime resource for every client.

ASSET BASED PRODUCTS AND SERVICES:

  • Fee-Based Asset Management
  • Mutual Funds
  • Alternative Investments
  • Tax Sheltered Annuities, 403(b) Plans
  • Fixed and Variable Annuities
  • Stocks/Bonds
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • 401k Plans
  • Certificates of Deposit
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Estate Conservation

INSURANCE PRODUCTS:

  1. Life Insurance
  2. Disability Income Insurance
  3. Mortgage Protection (funded through life insurance and disability income insurance)
  4. Long Term Care Insurance

ADDITIONAL INFORMATION

Hofstra University Alumnus

Registered Representative of MML Investors Services, LLC.

CERTIFIED FINANCIAL PLANNER® Professional

CHARTERED FINANCIAL CONSULTANT® ChFC®

CHARTERED ADVISOR FOR SENIOR LIVING® CASL®

Retirement Income Certified Professional

I am licensed to sell Insurance Products in the following jurisdictions:
Connecticut, Delaware, Florida, North Carolina, New Jersey, New York, South Carolina, Tennessee, Texas, Washington & Wisconsin.

I am licensed to sell Securities Products in the following jurisdictions:
New York, New Jersey, Florida, Maryland, North Carolina, Delaware, Washington, District of Columbia

CRN202411-1211187