| 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
