FINANCIAL ADVISOR
Jerry Yockey
P : 217.774.2380
304 EAST MAIN ST
SHELBYVILLE, IL. 62565
Open 8 AM to 4:30 PM M-F
jyockey@investment-planners.com
Jerry began his career as a Financial Advisor in 1992 in Shelbyville and is the owner of Yockey Financial Services LLC. He is committed to building successful client relationships by helping individuals better understand the many investment products and programs available. With his extensive understanding of investments, Jerry provides education and straightforward communication, and works with clients to design and implement customized solutions to help them achieve their goals. He believes that developing an investment plan is not a one-time occurrence, and therefore stays abreast of his clients’ changing circumstances and the dynamic marketplace to ensure that his clients are always best positioned for success. Jerry serves his clients with objective, unbiased, and independent financial advice.
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Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.