Yuma, AZ Financial Advisors and Resources



Financial Advisor Firms in Yuma, AZ


INVICTA FINANCIAL GROUP

Website

(928) 344-8000

2615 East 24th Street
Suite 2
Yuma, AZ 85365

SEC#: 801-118542
Years in Business: 1 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 10 years


How Retirement-Friendly is Yuma, AZ?

  • Population: 96,349
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $161,400
  • Average Monthly Housing Cost: $915
  • Average Household Income: $62,704
  • Arizona Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Arizona Property Tax: 2.53% (17th Lowest in U.S.)
  • Arizona Individual Income Tax: 1.43% (11th Lowest in U.S.)
  • Arizona Sales and Excise Tax: 4.23% (10th Highest in U.S.)


Yuma, AZ Financial Advisor FAQs

Look for an advisor who is licensed and has a fiduciary duty to act in your best interest at all times. If they don't currently have one, ask how their firm handles conflicts of interest.
The role of a financial advisor is to provide investors with advice about their assets, including taxes.
Yes. You will need a financial advisor if you are not confident in your ability to make smart money decisions for yourself.
This all depends on what you're looking for, but several general things to look out for include the following: How long has this person been working with? Do they have any investment funds that use segregated (ethical) investing? (If not, what percentage of their investments are invested in greedy industries?