Ed Yetsko

Welcome to my scheduling page. Please select a meeting type below and provide the requested information to schedule a meeting on my calendar. All meetings are assumed to be in the Vestal office unless you specify Zoom or Telephone when you schedule your meeting.

Select a meeting

  • Client Review Meeting

    60 minutes
    Schedule your annual review meeting.

    Schedule your annual review meeting.

  • 15 minute phone meeting

    15 minutes
    This is for current clients with a quick question on their financial plan or account(s).

    This is for current clients with a quick question on their financial plan or account(s).

  • Other Planning Consultation

    30 minutes
    For clients needing to discuss any specific needs or concerns outside of our normal review meeting schedule.

    For clients needing to discuss any specific needs or concerns outside of our normal review meeting schedule.

  • Introductory Meeting for Prospective Clients

    60 minutes
    Set up a complimentary meeting to discuss your areas of interest and learn about my services and approach to see if I may be a good fit for your needs.

    Set up a complimentary meeting to discuss your areas of interest and learn about my services and approach to see if I may be a good fit for your needs.

  • CPAs, Attorneys and Other Professional Advisors

    30 minutes
    Set up a meeting to discuss any work for joint clients or to inquire about my services if you are assisting your client(s) with selecting a financial advisor.

    Set up a meeting to discuss any work for joint clients or to inquire about my services if you are assisting your client(s) with selecting a financial advisor.

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