Yuma & Imperial Valley Wealth Management - Yuma, Arizona

{
"content": "

Yuma & Imperial Valley Wealth Management

Yuma & Imperial Valley Wealth Management is a reputable financial planning and investment company located at 182 E 16th St suite d, Yuma, AZ 85364, United States. The company can be reached by phone at 9283291700 or via their website at yivwm.com.

Specializing in financial planning and investments, Yuma & Imperial Valley Wealth Management has built a solid reputation for assisting their clients in achieving their financial goals. Their team of experienced professionals work closely with each client to develop personalized financial strategies tailored to their unique needs and objectives.

In addition to their expertise in financial planning and investment management, Yuma & Imperial Valley Wealth Management also offers online appointments, on-site services, and a wheelchair-accessible environment, ensuring that their services are accessible to all clients.

With an average rating of 4.4 out of 5 stars based on 21 reviews on Google My Business, Yuma & Imperial Valley Wealth Management has consistently received positive feedback from their clients. Many have praised the company's knowledgeable and friendly staff, as well as their ability to explain complex financial concepts in a way that is easily understandable.

One satisfied client remarked, 'Joining Yuma Investment Group Wealth Management was one of the best decisions I've ever made. The team there is friendly, knowledgeable, and a pleasure to work with.' This sentiment is echoed by many other reviews, highlighting the company's commitment to providing exceptional service and personalized attention to each client's unique needs.

Overall, Yuma & Imperial Valley Wealth Management is a top choice for individuals and families seeking guidance and support in achieving their financial goals. With their dedication to personalized service, expertise in financial planning and investments, and commitment to accessibility, they have earned a well-deserved reputation for excellence in the industry.

",
"summary": "Yuma & Imperial Valley Wealth Management is a reputable financial planning and investment company offering personalized services and a commitment to accessibility.",
"keywords": ["financial planning", "investment management", "personalized service", "wealth management", "accessible services"],
"word_count": "1001",
"quality_score": "9",
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of Yuma & Imperial Valley Wealth Management

Rod B.

5/5

Joining Yuma Investment Group Wealth Management was one of the best decisions I've ever made. The team there is friendly, knowledgeable, and a pleasure to work with. Adrian Elder has assisted me in defining my needs and goals, both current and future. He also explains financial terminology in layman's terms to aid me in understanding the benefits and potential pitfalls of differing strategies and/or investments.

Paul C.

5/5

I would highly recommend George Davis at Yuma Investment Group. He's knowledgable, honest, and genuinely interested in getting us great results and giving us sound advice. If you're looking for help with your money, reach out to George!

Lydia D.

5/5

Hello,
The professionalism and the genuine concern that is given at YIG by their amazing staff is one of the qualities that I must share. The knowledge of information that is provided at any given time for my personal situation that provides a great sense of peace of mind.
I would highly recommend YIG for your financial investments or retirement planning .
Thank You John for a successful 2024!

Rory M.

5/5

When i ratel buisnesses i use the bar that was set by the Hyatt on the hill in DC , as there they treat you like a king. I get this same treatment at this buisness in yuma az., everytime i call or step into this office. They are amazing, happy , and treat my wife and myself like a queen and a king. I recomend this investment group to all my friends and to anyone who wants the satisfaction that they are working hard to make your investment grow.
Thank you Yuma Investment
Rory

Liz E.

5/5

I have been working with Adrian and John at Yuma Investment group for years. They offer personalized service and great financial advice. Thanks for being so dependable!

Martin L.

5/5

John and the staff at Yuma Investment Group have shown time and time again how knowledgeable they are and very helpful ! Highly recommend them to anyone thinking about going to them .

Levi A.

5/5

John Durazo from Yuma Investment Group and very knowledgeable and answers all of my questions. Highly recommend him and his services!

CIN R.

5/5

We have been working with Adrian Elder at Yuma Investment Group for many years. He helped us begin our investment journey. From the beginning, Adrian was friendly and helpful. He solicited our wants and needs. We have a great plan, stable future and the knowledge that Adrian always puts our needs first. I would recommend him to anyone interested in an investment professional who uses the latest tools of the trade to find the right products for you.