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At Yuma Investment Group Wealth Management, we are committed to helping our clients plan for their financial security. Our goal is to assist our clients in creating and protecting wealth, ultimately striving for financial independence. Our team will assist you in working towards your goals through education, communication and exceptional service. The firm provides wealth planning services for individuals, businesses, corporations, trusts and retirement accounts.
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Reviews

RF
Robert F.

12/16/2013

coming on board!

The transitionseemed very smooth and professional. I am looking forward,in seeing the outcome of this battle of Edward Jones arrive at a conclusion soon. Please e-mail me regarding time of next meeting. Thanks again Tom and Carla. Chef Bob Fowlkes

More Business Info

To be viewed as the very best in the minds of our clients and community and deli

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 928-329-1701

Other Link

http://www.yumainvestmentgroup.com

Categories
Investment Management, Financial Planning Consultants, Financial Services, Mutual Funds, Retirement Planning Services
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