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Yuma Investment Group Wealth Management

Company: Yuma Investment Group Wealth Management
Contact: Adrian Elder
Address: 182 E. 16th St. Suite D
City: Yuma
State: AZ
Zip: 85364
Phone: 928-329-1700
Fax: 928-329-1701
Email: adrian@yigwm.com
Website: www.yumainvestmentgroup.com

About My Practice

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 with a focus on Federal Employees. We have a wealth of knowledge about Thrift Savings Plan and FERS/CSRS pension benefits.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

Offering Advice Since

2007

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
College Planning, Social Security Planning, Medicare Planning, Educational Events

Licenses, Certifications, Education, and Affiliations

Designations:  AIF, PPC, Federal Retirement Consultant (FRC℠)
Insurance Licenses:  Life, Accident and Health
Security Licenses:  Series 63, Series 66
Education:  Bachelors of Science in Business Administration/Accounting

Charges to Clients for Services

Fee based on percentage of assets managed

My Association with the Office or Firm

Managing Partner & Wealth Advisor

My Broker / Dealer Affiliation

Registered Investment Advisor Only

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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