Best Financial Advisors in Yuma County, AZ

We did the hard work of finding trustworthy partners in Yuma County, AZ. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Yuma County, AZ Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 1 E 16th St, Yuma, AZ 85364, USA
Phone (928) 329-7630
Directions
SEC File# 801-57434
CRD# 11025
Location 8225 E 32nd St, Yuma, AZ 85365, USA
Phone (928) 317-3700
Directions
generic_business-71
CPA Financial Advantage, PC
3 out of 5
Location 798 W 28th St, Yuma, AZ 85364, USA
Phone (928) 344-3003
Directions
generic_business-71
Yuma Investment Group Wealth
5 out of 5
Location 182 E 16th St suite d, Yuma, AZ 85364, USA
Phone (928) 329-1700
Directions
generic_business-71
Edward Jones - Financial Advisor: Cam N Cong
5 out of 5
Location 11274 S Fortuna Rd D3, Yuma, AZ 85367, USA
Phone (928) 342-0346
Directions
generic_business-71
Independent Capital Agent Aracely
5 out of 5
Location 2100 S 17th Ave, Yuma, AZ 85364, USA
Phone (928) 817-0331
Directions
generic_business-71
Edward Jones - Financial Advisor: Valarie A Donnelly
5 out of 5
Location 2661 S 4th Ave, Yuma, AZ 85364, USA
Phone (928) 314-1344
Directions
generic_business-71
Edward Jones - Financial Advisor: Jacob Echols, CFP®|CPWA®|CFA®
Location 1979 E 16th St Ste 6, Yuma, AZ 85365, USA
Phone (928) 783-4797
Directions
Financial Advisors in Yuma County, AZ

Where Certified Financial Advisors in Yuma County, AZ Serve

Yuma County, AZ is a vibrant and bustling area that is home to a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the towering peaks of the Kofa Mountains to the sprawling fields of the Yuma Valley, this region is rich in natural beauty and cultural significance. Some of the most notable landmarks in Yuma County include the Yuma Territorial Prison State Historic Park, the Colorado River State Historic Park, and the Yuma Quartermaster Depot State Historic Park. These sites offer visitors a glimpse into the region's rich history and provide a unique perspective on the area's development over time. When it comes to top employers, Yuma County is home to a diverse range of businesses and industries. Some of the largest employers in the area include the Yuma Regional Medical Center, the Marine Corps Air Station Yuma, and the Yuma County government.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Yuma County, AZ could benefit greatly from the services of a financial advisor. With a median household income of just over $43,000, many residents may struggle to make ends meet and may not have the knowledge or resources to effectively manage their finances. A financial advisor could provide guidance on creating a budget, saving for retirement, and investing in the local economy. Additionally, with a large agricultural industry in Yuma County, many residents may have unique financial needs related to farming or ranching. A financial advisor could offer specialized advice on managing these types of businesses and navigating the challenges that come with them. Overall, a financial advisor could provide valuable support and resources to help residents of Yuma County achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Yuma County, AZ can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help them navigate the complexities of the healthcare system and find a health insurance plan that suits their needs and budget. This is particularly important in Yuma County, where the population is largely rural and underserved by healthcare facilities. Additionally, an insurance broker can help residents protect their homes and property by finding them affordable and comprehensive homeowners insurance policies. With Yuma County being prone to natural disasters such as dust storms and flash floods, having adequate insurance coverage is crucial. An insurance broker can also assist residents in finding the right auto insurance policy that meets their requirements and protects them on the roads. Overall, an insurance broker can provide valuable guidance and support to Yuma County residents in securing the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Yuma County, AZ can benefit greatly from the services of a retirement planner. With a high percentage of retirees in the area, a retirement planner can help residents navigate the complexities of retirement planning and ensure they are financially secure in their golden years. Specifically, Yuma County has a large population of veterans who may be eligible for unique retirement benefits, and a retirement planner can assist them in maximizing their benefits. Additionally, with Yuma County's proximity to the Mexican border, a retirement planner can help residents understand the tax implications of living abroad during retirement. Overall, a retirement planner can provide peace of mind and financial stability to the retirees of Yuma County, AZ.

Wealth Management

Residents of Yuma County, AZ can greatly benefit from the services of a wealth manager. With a high poverty rate of 22.7%, many individuals in Yuma County may struggle to save for retirement or make sound investment decisions. A wealth manager can provide guidance on creating a personalized financial plan, including budgeting, saving, and investing strategies. Additionally, Yuma County is known for its large agricultural industry, which can present unique financial challenges for farmers and ranchers. A wealth manager can assist with estate planning, risk management, and tax optimization for these individuals. Overall, a wealth manager can provide valuable support and expertise to help Yuma County residents achieve their financial goals and secure their futures.

Mortgage Loan Officer

Residents of Yuma County, AZ can greatly benefit from the services of a mortgage loan officer. These professionals can assist with a variety of needs, such as purchasing a new home, refinancing an existing mortgage, or obtaining a home equity loan. In Yuma County, where the median home value is $151,500, a mortgage loan officer can provide valuable guidance on navigating the local housing market and finding the best loan options for each individual's financial situation. Additionally, with a high population of military personnel and veterans in the area, a mortgage loan officer can also offer specialized assistance with VA loans and other military-specific lending programs. Overall, working with a mortgage loan officer can help residents of Yuma County achieve their homeownership goals and improve their financial stability.

Tax Services

Residents of Yuma County, AZ can benefit greatly from the services of a tax advisor. With the county's economy heavily reliant on agriculture and military installations, tax planning can be complex and require specialized knowledge. A tax advisor can help residents navigate the intricacies of filing taxes for income earned from farming or military service, as well as provide guidance on deductions and credits specific to Yuma County. Additionally, with the county's proximity to the Mexican border, residents may have unique tax considerations related to cross-border commerce or employment. A tax advisor can provide valuable expertise in these areas and help residents maximize their tax savings while staying compliant with state and federal regulations.

Estate Planning Lawyer

Residents of Yuma County, AZ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Yuma County is by assisting them in creating a comprehensive estate plan that takes into account their unique circumstances and goals. This can include drafting wills, trusts, and powers of attorney, as well as providing guidance on tax planning, asset protection, and Medicaid planning. Given the high number of retirees in Yuma County, an estate planning lawyer can also provide specialized advice on estate planning for seniors, including long-term care planning and guardianship issues. By working with an estate planning lawyer, residents of Yuma County can ensure that their assets are protected and their wishes are carried out in the event of incapacity or death.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Yuma County, AZ