Yeo & Yeo CPAs & Advisors Information

Wherever possibility needs a path. Through our family of companies, we work with you to achieve your unique goals. We wake up each day excited about helping you focus on what you do best. We walk beside you, navigating challenges and opportunities. We won’t overwhelm — but we always strive to over-deliver. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA (www.finra.org), SIPC (www.sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo and Yeo. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Please visit https://www.avantax.com/social_policy/ for more information.