Wealth Management in Yuma County, AZ

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List of Firms

Yuma County, AZ Wealth Management Firms

Yuma Investment Group Wealth
SEC File# 801-72037
CRD# 155344
5 out of 5
Location 182 E 16th St suite d, Yuma, AZ 85364, USA
Phone (928) 329-1700
Polley Financial Group
Location 6024 E 32nd St, Yuma, AZ 85365, USA
Phone (928) 782-7706
Steve Schulte - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3150 S Catalina Dr Ste 4, Yuma, AZ 85364, USA
Phone (928) 726-9536
Wealth Management in Yuma County, AZ

Where Wealth Management Advisors in Yuma County, AZ Serve

Yuma County, AZ is a vibrant and bustling area that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a unique and exciting place to live. With its rich history and diverse population, Yuma County is a melting pot of cultures and traditions that has something to offer everyone. From the iconic Yuma Territorial Prison State Historic Park to the stunning Yuma Crossing National Heritage Area, there are plenty of landmarks to explore in Yuma County. These sites offer a glimpse into the area's fascinating past and provide a fascinating look at the region's history. When it comes to top employers, Yuma County has a diverse and thriving economy that is supported by a variety of industries. Some of the area's largest employers include the Yuma Regional Medical Center, the Yuma County government, and the Marine Corps Air Station Yuma. These organizations provide jobs and opportunities for residents and contribute to the area's overall economic growth.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Yuma County, AZ can benefit from a bank in a multitude of ways. For instance, Yuma County is known for its agriculture industry, and a bank can assist farmers in obtaining loans for equipment or land purchases. Additionally, with the county's proximity to the Mexican border, banks can provide currency exchange services for those who frequently travel to Mexico. Furthermore, Yuma County has a large retired population, and banks can offer financial planning and retirement services to help these individuals manage their savings and investments. Overall, a bank can play a vital role in supporting the diverse needs of Yuma County's residents and businesses.

Insurance Broker

Residents of Yuma County, AZ can benefit greatly from the services of an insurance broker. With the county being located in the southwestern part of the state, it is known for its hot and arid climate, making it susceptible to natural disasters such as wildfires and flash floods. An insurance broker can assist residents in finding the right coverage for their homes and properties to ensure they are protected in the event of a disaster. Additionally, Yuma County is home to a large agricultural industry, with crops such as lettuce, citrus, and cotton being major contributors to the local economy. An insurance broker can help farmers and ranchers find coverage for their crops, livestock, and equipment, protecting them from financial losses due to unforeseen circumstances such as drought or pest infestations. Overall, an insurance broker can provide valuable assistance to residents of Yuma County, helping them navigate the complexities of insurance policies and find the coverage they need to protect their assets and livelihoods.

Retirement Planning

Residents of Yuma County, AZ could greatly benefit from the guidance of a retirement planner. With a population of over 200,000 people, Yuma County is known for its high percentage of retirees, making it a popular destination for those looking to enjoy their golden years. However, navigating the complexities of retirement planning can be overwhelming for many individuals, especially those who are unfamiliar with the intricacies of financial planning and investment strategies. A retirement planner can provide residents with personalized advice on how to maximize their retirement savings, choose the right investment vehicles, and create a comprehensive plan that takes into account their unique needs and goals. Additionally, a retirement planner can help residents navigate the specific challenges that come with living in Yuma County, such as the high cost of healthcare and the need to plan for long-term care. With the help of a skilled retirement planner, residents of Yuma County can rest assured that they are on the right track towards a secure and comfortable retirement.

Financial Advisor

Residents of Yuma County, AZ may benefit from the guidance of a financial advisor in various ways. For instance, Yuma County has a high poverty rate of 24.4%, which is higher than the national average. A financial advisor can help individuals and families in Yuma County create a budget and manage their finances to help them avoid falling into poverty. Additionally, Yuma County is known for its agricultural industry, which can be unpredictable due to weather patterns and market fluctuations. A financial advisor can assist farmers and other agricultural workers in Yuma County with managing their income and expenses, as well as planning for retirement and succession planning for their businesses. Furthermore, Yuma County has a large military population, with both active-duty and retired service members residing in the area. A financial advisor can help military families in Yuma County navigate the unique financial challenges that come with military life, such as frequent relocations, deployment, and transitioning to civilian life.

Mortgage Loan Officer

Residents of Yuma County, AZ can benefit greatly from the expertise of a mortgage loan officer. With the county's close proximity to the Mexican border, many residents may be interested in purchasing a second home or investment property. A loan officer can provide guidance on the unique requirements and qualifications for these types of loans. Additionally, Yuma County is known for its hot and arid climate, which can lead to higher utility bills. A loan officer can assist residents in finding mortgage options that include energy-efficient upgrades to their homes, ultimately saving them money in the long run. Furthermore, with a large military presence in the area, many residents may be eligible for VA loans. A loan officer can help navigate the specific requirements and benefits of these loans for Yuma County residents who have served in the military.

Tax Services

Residents of Yuma County, AZ could greatly benefit from the expertise of a tax advisor in navigating the complex tax laws and regulations. With the county's economy heavily reliant on agriculture and tourism, tax advisors can assist farmers and small business owners in identifying tax deductions and credits specific to their industry. Additionally, Yuma County has a high population of retirees, who may require guidance on tax implications of retirement income and investments. Furthermore, Yuma County is located on the border with Mexico, and tax advisors can provide valuable advice on cross-border tax issues, such as filing requirements for foreign income and navigating the complexities of the US-Mexico tax treaty. Overall, a tax advisor can provide invaluable assistance to residents of Yuma County, AZ in maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Yuma County, AZ can benefit greatly from the services of an estate planning lawyer. With the county's high number of retirees, it is particularly important for individuals to have a comprehensive estate plan in place. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents that ensure an individual's assets are distributed according to their wishes. Additionally, Yuma County's proximity to the Mexican border may require additional planning considerations, such as cross-border estate planning and asset protection strategies. An estate planning lawyer can also provide guidance on minimizing tax liabilities and avoiding probate court, which can be a time-consuming and costly process. Overall, working with an estate planning lawyer can provide peace of mind and ensure that an individual's legacy is protected for future generations.


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