Find a Financial Advisor in Yuma County, AZ

 

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We did the hard work of finding trustworthy partners in Yuma County, AZ.

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We Only Work With The Best Yuma County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Yuma County, AZ


  • Financial Advisor Close to Yuma County, AZ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Yuma County, AZ


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Yuma County, AZ

We evaluated over 13,000 RIA firms to bring you the best of the best Yuma County financial advisors.
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How Retirement-Friendly is Yuma County, AZ?

  • Population: 209,468
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $151,700
  • Average Monthly Housing Cost: $801
  • Average Household Income: $59,526
  • 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.)



The Top Financial Advisor Firms in Yuma County, 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: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

CWM, LLC

Website

(928) 329-1700

182 E 16th St., Suite D

Yuma, AZ 85364

SEC#: 801-72037
Years in Business: 11 years

 


Yuma County, AZ Financial Advisor FAQs

Advisors can assist clients in making decisions about managing their investments among stocks, bonds or other securities; personal or household finances; providing retirement planning; estate planning; protection from creditors; protecting against taxation law changes and several other complex and interrelated topics.
First, ask the advisor what they specialize in. Generally speaking, a financial advisor should focus on either wealth management or retirement planning.
Most advisors receive compensation in the form of transaction fees. This includes sales commissions, 12b-1 fee rebates, other incentive fees, hurdle rates and revenue share agreements.
Expect an absolutely objective opinion. Though the financial advisor might have her own biases, she should always offer multiple perspectives on a given situation so that you can decide for yourself which is best for your needs.