Jim Yockey's Contact Details

Jim Yockey's Company Details

Wisdom Financial Management

, N/A, US • 5 - 9 Employees
Financial Services

Making the right decisions along life's journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Management specializes in helping you make the right decisions to make your financial goals a reality. We are dedicated to highly personal service, and we strive to develop longterm relationships with our clients. Whether it's estimating the cost of a college education, determining how much you'll need for retirement or rebalancing your portfolio we can help you develop a sound financial plan for the future.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC to residents of KY, IN, MI, VA, TN, FL, GA, CA, and WI. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Wisdom Financial Management, LLC are not affiliated. Neither Cambridge Investment Research, Inc., nor Wisdom Financial Management, LLC provide tax or legal advice.IMPORTANT CONSUMER INFORMATIONContent posted by other parties does not necessarily represent the views of Cambridge Investment Research, Inc. or Wisdom Financial Management, LLC. Content is for general purposes only and is not an offer to buy or sell any security. Cambridge does not provide tax or legal advice.