Valarie Donnelly, Financial Advisor located in Yuma, AZ

Financial Advisor
Valarie A Donnelly

CFP®
290 S 1st Ave Ste A, Yuma, AZ 85364opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Sustainable Investing
  • LGBTQ+ Finances
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Community Outreach
  • Volunteering
  • Personal Fitness
  • Crocheting/Knitting
  • Cooking

Team Members

  • Marcos Rosillo
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(928) 328-1658

Fax

(855) 320-1507

Office Address

290 S 1st Ave Ste A
Yuma, AZ 85364opens in a new window

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