Yuma Investment Group Wealth

4.9 out of 5 Write a Review

Google Reviews:

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.

Terri Kennedy Dec 28th, 2021 Google

5 Star Review By CIN RON

We have been working with Adrian Elder at Yuma Investment Group for many years. He helped us begin our investment journey. From the beginning, Adrian was friendly and helpful. He solicited our wants and needs. We have a great plan, stable future and the knowledge that Adrian always puts our needs first. I would recommend him to anyone interested in an investment professional who uses the latest tools of the trade to find the right products for you.

CIN RON Nov 18th, 2021 Google

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