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Las Cruces / New Mexico / United States
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Wagner Financial Services offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your familys future, Wagner Financial Services is New Mexicos preeminent investment advisor.Whether you are a veteran of success or are just starting to manage your portfolio, Wagner Financial Services can help you achieve your goals and surpass them in time.
Albuquerque / New Mexico / United States
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The advisor listed is an Ameriprise financial advisor in Albuquerque. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
Albuquerque / New Mexico / United States
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The Edelman Financial Engines Advisor Center in Albuquerque serves areas of Albuquerque, Santa Fe and Rio Rancho. With more than 40 years combined industry experience, our investment advisors are here to assist you with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy.
Albuquerque / New Mexico / United States
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At Engage Retirement, we believe in helping individuals and families take an active role in their retirement plan. Whether you are just beginning to accumulate assets or are living in retirement, we can help you plan for your goals and develop risk-focused strategies to help you maximize your assets during your retirement years. Retirement is one of the most exciting and monumental life transitions, and we want to make sure you have all the pieces in place to build your retirement puzzle.
Rio Rancho / New Mexico / United States
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President, AIF®, founded the Wealth Management, LLC group in 2002 to help small business owners, individuals, and professionals pursue their financial goals. As a registered financial advisor in the state of New Mexico, Mr. Stanage is committed to helping clients increase and preserve capital through an extensive line of products and services, including diverse financial experience and personalized service.
Hobbs / New Mexico / United States
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Being independent allows us to serve our clients best interests, rather than any institution or financial product. Access to unlimited investment research and investment choices allows us to serve our clients objectively. Compliance oversight and adherence to industry regulations is an important part of protecting our clients, and is provided by Prospera Financial Services, Inc. in Dallas, Texas. We serve many different clients, each with unique goals and issues. Our depth of expertise and experience assures we can caringly and competently serve our clients.
Albuquerque / New Mexico / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Albuquerque / New Mexico / United States
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Hi: Im Majdah al-Quhtani. And my firm, Altus Wealth Management, is based in Albuquerque, NM. We have clients throughout NM and across the country. They rely on us for help in evaluating the financial challenges confronting them and to take the mystery out of selecting which strategies make the best sense. We do this in a very client-centered way because we still havent met two clients who are exactly alike. This means youll have a team who will take the time to understand your particular challenges, will discuss your options with you in plain English and understandable terms, and well help you implement a plan to protect what you already have, as well as meet your future financial needs. Those needs can be simple or complex, short term or long term, focus on funding your retirement years or a grandchilds education, or you may be at a watershed moment in your life and need an impartial listener who can provide you with unbiased advice and recommendations. We believe investment management and risk management go hand in hand. And if you need advice beyond our scope, well assist you in finding other trustworthy professionals. So dont limit your opportunities by thinking of us as simply financial advisors. At Altus we take a 360 degree view when it comes to determining your best course of action.
At Ethos Financial Partners, we are devoted to helping you live a more confident and fulfilling life by collaborating with you to make the best decisions possible in line with your long-term goals. Guided by the principles of Behavioral Finance and understanding your values, our team works with you to identify your objectives and develop a customized roadmap designed to help you turn your dreams into a reality. Just some of the areas we will help you navigate: Planning for a comfortable retirement Saving for education expenses Comprehensive investment planning Tax planning strategies Managing an inheritance The death of a loved one Losing a job or getting a new one Caring for aging parents Marriage Divorce Buying a home Estate planning strategies Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Las Cruces / New Mexico / United States
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Johnson Financial Services, Inc. was founded in 2003 in Las Cruces, New Mexico, with the goal of assisting our clients with every aspect of their financial lives. Our dedication to premier personal service has earned our team a reputation for excellence in our industry. Helping each client chart a successful financial future is our business and our personal commitment.
Albuquerque / New Mexico / United States
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You can find financial advice anywhere: television, internet, books and magazines, not to mention, traditional sources like investment brokers and insurance agents. There are thousands of options available to you. BUT HOW DO YOU PUT IT ALL TOGETHER, AND IF YOU NEED HELP, WHO CAN YOU, TRUST? CUE Financial has provided financial and investment services to credit union members for over 20 years. We are an independent firm with no sales quotas and without product bias. With CUE, your interests always come FIRST. We strive to build a trusting relationship with our clients over time. We want to help them answer their most important financial questions and develop a plan to reach their goals. Our team provides ongoing services through regularly scheduled meetings to monitor their investments and review any changes which may affect their financial progress. Our goal is to provide simple and honest advice that our clients can trust.
At Ethos Financial Partners, we are devoted to helping you live a more confident and fulfilling life by collaborating with you to make the best decisions possible in line with your long-term goals. Guided by the principles of Behavioral Finance and understanding your values, our team works with you to identify your objectives and develop a customized roadmap designed to help you turn your dreams into a reality. Just some of the areas we will help you navigate: Planning for a comfortable retirement Saving for education expenses Comprehensive investment planning Tax planning strategies Managing an inheritance The death of a loved one Losing a job or getting a new one Caring for aging parents Marriage Divorce Buying a home Estate planning strategies Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Santa Fe / New Mexico / United States
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I’m Peter Murphy, a Certified Financial Planner™ in Santa Fe, NM. Individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is retirement planning, college savings, or estate planning strategy, my educational seminars and personalized services focus on your needs, wants, financial goals and objectives.
Albuquerque / New Mexico / United States
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Mark Napolin & Associates, Inc. has been working with individual and business clients since 1974 throughout the Southwest. As independent financial professionals, we specialize in asset accumulation and preservation strategies. We believe even the most well-informed financially successful people need simple, solid support and advice. Our ideas are practical and not based on the latest textbook ideology. That is why many of our clients have continued utilizing our advice for decades.
It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
Albuquerque / New Mexico / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Santa Fe / New Mexico / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Albuquerque / New Mexico / United States
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Women face different financial considerations, you may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives theyve earned. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Santa Fe / New Mexico / United States
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Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. I can work with my clients attorney and CPA to help bring clarity and comfort to it by guiding my clients ” and their families ” through the process. My clients typically have questions about issues like how to preserve their wealth, how to manage their taxes, how to equitably divide their assets among loved ones, and much more. I can help ensure they leave the legacy they want. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Las Cruces / New Mexico / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.