portrait of Wais Y Yardam

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Retirement savings strategies
  • Wealth protection strategies
  • Sustainable Investing

Personal Interests

  • Golfing
  • Fishing
  • Traveling
  • Auto Racing
  • Basketball

Team Members

  • Meredith Bevan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:30PM
Sat By Appointment Only
Sun Closed

More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Start here

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More