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Best Financial Advisors in Yuma

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2615 East 24th Street Suite 2, Yuma, AZ 85365
Yuma, AZ 85365
  • Chartered Financial Analyst (CFA)

Invicta Financial Group is a veteran-owned advisory firm serving Yuma and the surrounding areas. Its personalized solutions focus on serving businesses and families, including cash, debt, goal, safety, and wealth management. Other services include business and estate planning. It advises clients on how to best utilize their assets and assists them in developing plans to help them achieve their financial goals, such as maximizing their wealth, meeting education expenses, preparing for safer retirement, or handling assets.

2615 East 24th Street Suite 2, Yuma, AZ 85365
Yuma, AZ 85365

Website(928) 344-8000

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

182 East 16th St Suite D, Yuma, AZ 85364
Yuma, AZ 85364
  • Certified Financial Planner (CFP)

Yuma Investment Group is a financial services company that helps clients throughout the metro. It handles various services, such as retirement, tax, and insurance planning. The company works with business owners in various areas, including company valuation and succession planning. It also provides investment management solutions and guides clients on domestic and global investments. The company's founder, Tom Rush, has over two decades of experience in the financial services industry. He is a designated Accredited Investment Fiduciary from the Center for Fiduciary Studies.

182 East 16th St Suite D, Yuma, AZ 85364
Yuma, AZ 85364

Website(928) 329-1700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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