Wendy Steward, Financial Advisor

Financial Advisor
Wendy Steward

CRPC™
7929 E 32nd St #7, Yuma, AZ 85365opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • New Investors
  • Military Professionals & Veterans
  • Sustainable investing

Financial Advisor Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Volunteering
  • Reading
  • Canoeing
  • Hiking
  • Camping

Team Members

  • Jennifer Nacis
    Branch Office Administrator
  • Miriam Estrada
    Sr. Branch Office Administrator

Send Me a Message

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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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(928) 328-8837

Fax

(855) 284-2915

Office Address

7929 E 32nd St #7
Yuma, AZ 85365opens in a new window

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