The David Yvars Group - Investment Strategy, Wealth Management, Financial Advice - Services

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The David J. Yvars Group Attorney and CPA Network

As part of our program, you can take advantage of the David J. Yvars Group Attorney/CPA Network to review your existing estate or tax plan, or if you do not have a plan in place, to customize one for you.

Our network of independent trust and estate attorneys and CPAs can help meet your comprehensive estate and tax planning needs. There is no fee for an initial consultation, but fees apply for any subsequent consultations. At your option, the network attorney or CPA can help prepare a basic estate or tax plan for you at a pre-disclosed, fixed fee.

All of the attorneys and CPAs in the Network have at least 20 years of tax or estate planning experience.

It is agreed that at least 48 hours prior to signing any investment advisory agreements to participate in any product or service mentioned in this site, The David J. Yvars Group, Inc. Form ADV Part II and Schedule F will be reviewed.

This site is published for residents of the United States only. Yvars Group, Inc. financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.