5 Star Review By Terri Kennedy
I retired from the State of AZ in 2009 and got a large lump sum that Yuma Investment invested for me. Since that time we have opened Roth Accounts and transferred all of our retirement accounts to them. George Davis is the best! He answers our questions. We opened a living trust and did financial planning with him. We are beyond pleased with the service they provide and highly recommend them to anyone looking for help with cruising their retirement accounts.