Wealth Strategies & Management LLC
Contact InformationPrimary Contact Person: Kevin Yurko“, CFP® Preferred Phone Number: (570) 424-1555 Fax Number: (888) 206-9930 Email: Email Wealth Strategies & Management LLC Website: Visit Website 907 Main Street, Stroudsburg, PA 18360, United States
670 North River Street, Wilkes-Barre, PA, USA
Connect with Wealth Strategies & Management LLC
Wealth Strategies & Management LLC (WS&M) offers a unique approach to financial services providing the depth of resources most associated with a large firm and combining it with the personalized customer service expected of a boutique advisory. Additionally, WS&M prides itself on its superior attention to client relationships and access to a broad selection of financial strategies. WS&M evaluates all aspects of each client’s financial health in order to create a road map to pursue short term financial goals and long-term financial security. The end result is that WS&M clients are educated and informed about where their finances stand, how their money is working for them, and how they will work towards their financial aspirations.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group, Wealth Strategies & Management LLC, and The Dahan/Yurko Group are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
AZ, CA, CO, CT, DE, FL, GA, HI, IL, MA, MD, ME, MI, NC, NE, NJ, NY, PA, RI, SC, TN, TX, VA, VT, and WA.
Products & Services
- Investment opportunities
- Retirement planning strategies
- Institutional fixed-income management
- Education savings solutions
- Business services
- Insurance and estate planning strategies