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Who We Are

Young Financial Services was founded by Greg Young with a mission to provide transparent investment advice to clients nearing retirement. Our approach to financial planning involves hands-on research and a creative mindset. We understand that building a portfolio is not something you can learn out of a book. We add a personal touch that integrates the unique experience of all our team members. With support from LPL Financial, we are able to provide thorough research from different facets that assist us in making the best decisions on behalf of our clients.