Best Financial Advisors in Yuma

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
90+
Advisors
4.5/5.0
Average Rating

Yuma Financial Landscape

Yuma's economy is primarily driven by agriculture, tourism, and renewable energy. The region benefits from a strategic location and a favorable climate for year-round farming.

Major industries
Agriculture, Tourism, Renewable Energy
Population
92K (metro: 92K)
Median household income
$45,000
Unique needs
Yuma requires tailored financial advice due to its unique agricultural economy and seasonal tourism fluctuations.
Market Insights
Economic Growth
According to BEA (2023), Yuma's economy has shown steady growth driven by agriculture and tourism, with a focus on sustainable practices.
Wealth Demographics
According to Census (2023), the median income in Yuma is approximately $45,000, reflecting the city's diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Yuma are increasingly specializing in agricultural finance and retirement planning for seasonal workers.
Local Considerations
Cost of Living
According to BLS (2024), Yuma's cost of living is lower than the national average, making it an attractive option for retirees and families.
Real Estate Market
According to Zillow (2024), Yuma's real estate market is experiencing moderate growth, but seasonal fluctuations can lead to price volatility.
Business Environment
According to Fortune (2024), Yuma's business climate is improving, with incentives for renewable energy projects and support for local agriculture.

Top 5 Financial Advisors in Yuma

Edward Jones - Financial Advisor: Valarie A Donnelly
★ ★ ★ ★ ★ 5
Lydia Padilla - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Cam N Cong
★ ★ ★ ★ ★ 5
Southern Pacific Asset Management, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brannick Harris, CFP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Yuma, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Yuma-Specific Expertise
For Yuma residents working in Agriculture, Tourism, Renewable Energy, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Yuma's agriculture reliance poses risks from climate change and water scarcity. Real estate may face volatility due to seasonal demand; diversify investments to mitigate risks.

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