Yuma & Imperial Valley Wealth Management - Yuma, Arizona

Yuma & Imperial Valley Wealth Management

Yuma & Imperial Valley Wealth Management es una empresa de planeación financiera ubicada en Yuma, AZ 85364, Estados Unidos. La empresa se especializa en planeación financiera y compañías de inversión. El equipo de la empresa es conocido por su profesionalismo y dedicación a sus clientes.

La empresa ofrece servicios de planeación financiera personalizada, asesoramiento de inversión y gestión de activos. El objetivo de la empresa es ayudar a sus clientes a lograr sus objetivos financieros a largo plazo.

Especialidades

• Financial planner
• Investment company

Características

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

La empresa tiene una fuerte reputación en la comunidad de Yuma y cuenta con un sólido compromiso con la excelencia en sus servicios. Los clientes valen la pena de conocer.

Es recomendable realizar una cita con la empresa para obtener más información sobre sus servicios y cómo pueden ayudarte a lograr tus objetivos financieros.

Otras características

La empresa tiene una ubicación central en Yuma, lo que facilita la visita para los clientes. El edificio también está diseñado para ser accesible para personas con discapacidad y cuenta con aparcamiento y entrada y baños accesibles.

Los clientes dicen que el equipo de la empresa es amable y accesible, dispuesto a ayudar a los clientes a encontrar soluciones financieras que se adapten a sus necesidades individuales.

Opiniones

La empresa tiene una excelente reputación en Google My Business, con una media de 4.4/5 estrellas. Los clientes dicen que la empresa ha sido una fuente valiosa de consejos financieros y apoyo.

La empresa también tiene una gran cantidad de recomendaciones y reseñas de clientes satisfechos, lo que demuestra su compromiso con la satisfacción del cliente.

Información de contacto

Para obtener más información sobre Yuma & Imperial Valley Wealth Management, puede visitar su sitio web en yivwm.com o llamar al 928-329-1700.

👍 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.