Unclaimed
Daniel Yeager is an investment advisor representative at Valley Brook Capital Group, a financial services firm located in Venetia, Pennsylvania. Daniel has been with Valley Brook Capital Group since October 2018 and has over 10 years of experience in the financial services industry. Daniel is a Certified Public Accountant and holds a Pennsylvania Registered Investment Advisor designation. Daniel specializes in providing financial planning and investment management services to individuals, families, and businesses. Daniel has worked with clients in various industries, including business development companies, pension and profit-sharing plans, and corporations. Daniel is committed to providing personalized and comprehensive financial advice to help his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
PA
10/23/2018 - Present
Valley Brook Capital Group (Pittsburgh PA)
Active
Inactive
Not sure Daniel Yeager is the right advisor for you? Invested Better is here to help.