Financial Advising in Yuma, AZ

“I recently worked with Yuma & Imperial Valley Wealth Management for financial planning questions and met with John Durazo. He was knowledgeable, patient, and easy to work with. He walked me through my current portfolio, explained everything clearly, and helped me understand my options in a way that made sense. Even though I chose not to move forward with managed services, the planning conversations were informative and helpful. If someone is looking for guidance and wants a clear explanation of their financial picture, John is great at that part of the process.”

“Cam is extremely knowledgeable and professional. He took the time to carefully explain all of our options, making sure we understood the differences along with the pros and cons of each. His patience and ability to break down complex information made the entire process much easier and gave us confidence in making the right decisions. We truly appreciate his guidance and expertise, and would highly recommend him and the investment group to anyone looking for trustworthy person. Ashley is very nice and is going to be an awesome addition to the office.”