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Business Profile

Financial Advisor Support Wealth Management

Yuma & Imperial Valley Wealth Management
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BBB Accredited BusinessA+Rated by BBB
Visit Website(760) 997-1600Email BusinessWrite a Review

About

Overview

Yuma & Imperial Valley Wealth Management

El Centro, CA 92243

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BBB Accreditation & Rating

Yuma & Imperial Valley Wealth Management is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

BBB Accredited Since: 2/19/2025

Years in Business: 24

Products and Services

Asset Protection, Business Succession Planning, Charitable Giving, College Planning, Digital Vault Service, Educational Events, Eldercare Planning, Estate Planning, Financial Planning, Government Employee Retirement Planning, Income Planning, Insurance Planning, Investment Consulting, Investment Management, Long-term Care Planning, Money Management, Money Memory Investing, Retirement Planning, Risk Management, Social Security Planning, Tax Planning

Business Details

Local BBB:
BBB Serving the Pacific Southwest, Central & Inland California
BBB File Opened:
9/5/2024
Business Started:
8/13/2001
Business Incorporated:
8/13/2001
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Yuma Investment Group Inc
Related Businesses:
Yuma & Imperial Valley Wealth Management
Business Management:
Mr. Tom Rush, Owner/Operator
Kevin Solis, Marketing Director

Additional Contact Information

Principal Contacts
Kevin Solis, Marketing Director
Customer Contacts
Mr. Tom Rush, Owner/Operator
Ms. Krystle Mayorga, COO
Kevin Solis, Marketing Director
Additional Phone Numbers
Other Phone: (928) 329-1700
Additional Email Addresses
Primary: Email this Business
Additional Websites
ethicalcommunity.org/yuma...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Financial Advisor Support Wealth Management, Financial Planning Consultants, Investment Management, Estate Planning and Management, Investment Security, Business Plan, Financial Planning Kits, Wealth Management

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