John M. Yerkes

Credentials:
  • CFP®
  • CASL®
  • ChFC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

BUSINESS PHILOSOPHY

Our goal is to provide families and business owners with assistance in building their financial freedom. My team and I have the skills, knowledge and experience required to assist my clients in meeting their established goals. My personal goal is to become a lifetime resource for each and every client.

ASSET BASED PRODUCTS AND SERVICES                          

  • Fee Based Asset Management
  • Mutual Funds
  • Alternative Investments
  • Tax Sheltered Annuities, 403(b) Plans
  • Fixed and Variable Annuities
  • Stocks/Bonds
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • 401k Plans
  • Certificates of Deposit
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Estate Conservation

INSURANCE PRODUCTS

  • Life Insurance
  • Disability Income Insurance
  • Mortgage Protection (funded through life insurance and disability income insurance)
  • Long Tern Care Insurance

QUALIFICATIONS

 Licensed to sell Life & Health Insurance in Florida, Connecticut and New York

  • Registered Representative of MassMutual Securities, Inc.
  • CERTIFIED FINANCIAL PLANNER® CFP®
  • CHARTERED FINANCIAL CONSULTANT® ChFC®
  • CHARTERED ADVISOR FOR SENIOR LIVING® CASL®

 ADDITIONAL INFORMATION

  • Sachem Little League Coach
  • USGA Volunteer
  • Hofstra University Alumnus

John M. Yerkes is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. North Shore Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, (516) 364-4203.

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MassMutual Long Island Metro - Suffolk

Satellite Office

2929 Expressway Drive North Suite 200
Hauppauge, NY 11749

CRN201807-216911