Edward P. Yetsko,  CFP<sup>&reg;</sup> - Financial Advisor

Edward P. Yetsko, CFP®

RMA,AIF, CSRIC

Senior Wealth Advisor

AspireQuest Wealth Advisors Group at William Joseph Capital Management, Inc.

PMB 149, 3439 Vestal Pkwy E
Vestal, NY 13850-2147
FINANCIAL ADVISOR'S WEBSITE
(877) 870-9939 CONNECT WITH Edward
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General

Edward Yetsko is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AspireQuest Wealth Advisors Group at William Joseph Capital Management, Inc. in Vestal, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered SRI Counselor (CSRIC) Retirement Management Advisor (RMA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care

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