4 Best Gold IRA Investment Companies Near Me in Yuma, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Yuma & Imperial Valley Wealth Management
ADDRESS: 182 E 16th St suite d, Yuma, AZ 85364, United States
NUMBER: +1 928-329-1700
DESCRIPTION FROM BUSINESS: Our mission is to help families grow, manage and protect their wealth. Our team helps you accomplish your financial goals through financial planning, education, communication, and exceptional service.
STORE HOURS
| Mon | 7:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 4:00 PM | |
| Wed | 7:00 AM – 4:00 PM | |
| Thu | 7:00 AM – 4:00 PM | |
| Fri | 7:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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. – Heather Hummer
REVIEW #2 – John and Adrian continue to do a great job planning for our future. I have been with Yuma and Imperial Wealth Management for over 15 years, and they continue to have excellent customer service and give great advice. – Bryan Doak
REVIEW #3 – Joining Yuma Investment Group Wealth Management was one of the best decisions I’ve ever made. The team there is friendly, knowledgeable, and a pleasure to work with. Adrian Elder has assisted me in defining my needs and goals, both current and future. He also explains financial terminology in layman’s terms to aid me in understanding the benefits and potential pitfalls of differing strategies and/or investments. – Rod Beshears
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Invicta Financial Group
ADDRESS: 2615 E 24th St #2, Yuma, AZ 85365, United States
NUMBER: +1 928-344-8000
DESCRIPTION FROM BUSINESS: Invicta Financial Group serves families and businesses throughout the world with offices located in Arizona, Southern California, and Texas. Our advisers use a holistic, values centered approach to give families and businesses the highest probability of achieving their financial goals…
STORE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Amazing team of professionals. 100% trustworthy. True fiduciaries. I have been a client of this company since its inception. The services they provide are top notch. Their expertise not only includes financial planning, but also encompasses living wills, powers of attorney, insurance, and mortgage services. When I die, I know my advisor will be there to help my wife navigate all the issues that may arise.
That is PRICELESS. You can’t put a dollar amount on the peace of mind provided by my advisor. – P Willette
REVIEW #2 – We have been with Howard Barker out of the San Diego office for several years now. Howard has been one of the best decisions we have ever made for our financial stability. From day one, he took the time to understand our goals, priorities, and concerns, and then built a clear, realistic plan tailored specifically to us with the understanding it was always in motion depending on life evens. What I appreciate most is how he explains everything in a way that’s easy to understand—no jargon, just honest guidance and smart strategies. We have seen great financial growth and during downturns a strong conservative investment approach to protect that growth.
Howard is incredibly knowledgeable, proactive, and detail-oriented. Whether it’s budgeting, retirement planning, estate planning, insurance needs, investments, or future goals, He is always read to make sure we’re prepared. We never feel rushed or pressured—just supported and confident in every decision. His professionalism, integrity, and genuine care for our financial well-being truly sets him apart. I highly recommend Howard to anyone looking for a dedicated, trustworthy, and exceptionally skilled financial planner. An absolute 10/10 experience! – J Balaris
REVIEW #3 – Invicta Financial Group in Yuma has been exceptional from day one. Barry Todd and Kym Davis and their entire team’s professionalism, clarity, and genuine care, including Matt Sebenoler and Ryan Daniels, set them far apart from every other financial firm we’ve worked with.
Since handing them our investment portfolio earlier this year in 2025, we’ve seen impressive double-digit returns—the kind of smart, strategic growth we hoped for but never experienced before.
They take the time to explain options, tailor strategies to our goals, and make sure we understand the “why” behind every recommendation. We feel confident, informed, and fully supported. Invicta is truly the gold standard in financial guidance in Yuma and the entire nation for that matter.
If Honor & Integrity matter to you, there is no option better than Invicta. – Nicolle Griffin Wilkinson
Southern Pacific Asset Management, LLC
ADDRESS: 350 W 16th St #309, Yuma, AZ 85364, United States
NUMBER: +1 928-580-7650
DESCRIPTION FROM BUSINESS:
STORE HOURS
| Mon | 6:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 6:30 AM – 5:00 PM | |
| Wed | 6:30 AM – 5:00 PM | |
| Thu | 6:30 AM – 5:00 PM | |
| Fri | 6:30 AM – 5:00 PM | |
| Sat | 9:00 AM – 1:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Shawn has been monitoring and caring for our retirement for many years. His advice is always on point and we feel our investments are in good and capable hands. He also meets with us regularly to give sound advice but listens to our suggestions and concerns as well. We highly recommend him – Patricia Harvick
REVIEW #2 – Shawn consistently gives expert advice and answers all questions quickly and accurately. He is always willing to go the extra mile for his clients and is a great listener. He is patient and thinks outside the box for solutions that work no matter what a clients situation may be. I can’t recommend him enough! – Marilyn Lammel
REVIEW #3 – I can honestly say that for the first time since I’ve been an investor, Shawn truly has got my back and I have seen nothing but positive results since we moved over from another large local investment establishment here in Yuma. He truly has ‘My’ best interests in mind and he is very friendly and comforting to work with. Shawn has my highest recommendation if you are in the market for a financial advisor to trust your hard earned money with. – James Russell
Edward Jones – Financial Advisor: Sarah N Ramirez, CFP®|ABFP®
ADDRESS: 7929 E 32nd St #7, Yuma, AZ 85365, United States
NUMBER: +1 928-314-1344
DESCRIPTION FROM BUSINESS: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
STORE HOURS
| Mon | 8:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:30 PM | |
| Wed | 8:00 AM – 5:30 PM | |
| Thu | 8:00 AM – 5:30 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jen at the front desk is so helpful and kind, and Wendy has been wonderful in helping my dad with his investments. She is knowledgeable, patient and truly cares about making sure everything is set up the right way. We are very grateful for the support and highly recommend them. – Martha Ryan
REVIEW #2 – This advisor (Sarah) and the Administrator (Miriam) in this office are efficient, friendly and patient. They go above and beyond in providing services and answering all questions related to your special needs. I would highly recommend this location to anyone seeking financial services. P.S. All their temps are just as fantastic – Blanca Barriga
REVIEW #3 – Sarah is wonderful.. She and her support staff are in constant contact about changes or assistance with all of your questions. Professional and constantly working on market progress and my needs. Highly recommended. – Judy Smith
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