Best Financial Advisors in Bernalillo County, NM

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List of Firms

Bernalillo County, NM Fiduciary Financial Advisors

SEC File# 801-107344
CRD# 282609
Location 9400 Holly Ave NE Bldg 4, Albuquerque, NM 87122, USA
Phone (505) 828-2220
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-120860
CRD# 114077
5 out of 5
Location 8210 Louisiana Blvd NE B, Albuquerque, NM 87113, USA
Phone (505) 243-2281
Directions
SEC File# 801-79803
CRD# 154927
5 out of 5
Location 9400 Holly Ave NE Building 4, Albuquerque, NM 87122, USA
Phone (505) 839-0224
Directions
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Jose V. Sanchez, CFP®, Flat Fee Financial Planner Albuquerque New Mexico
Location 6300 Riverside Plaza Ln Suite 100, Albuquerque, NM 87120, USA
Phone (505) 500-4032
Directions
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Forthright Financial Planning LLC
5 out of 5
Location 2125 Wyoming Blvd NE, Albuquerque, NM 87112, USA
Phone (505) 508-5550 ext. 116
Directions
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Merrill Lynch Wealth Management Advisor James G Babineaux
Location 2125 Louisiana Blvd NE Suite 200, Albuquerque, NM 87110, USA
Phone (505) 884-9881
Directions
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First Command Financial Advisor - Aaron Perez-Rivera
Location 2901 Juan Tabo Blvd NE Suite 201, Albuquerque, NM 87112, USA
Phone (505) 294-3311
Directions
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Morada Wealth Partners
Location 3901 Georgia St NE Suite A-3, Albuquerque, NM 87110, USA
Phone (505) 798-6947
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Universal Advisory Services, Inc.
5 out of 5
Location 7601 Jefferson St NE Ste # 360, Albuquerque, NM 87109, USA
Phone (505) 856-5600
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Edward Jones - Financial Advisor: Delano J Ponce
Location 10211 Montgomery Blvd NE Suite 3, Albuquerque, NM 87111, USA
Phone (505) 299-0047
Directions
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First Command Financial Advisor - Ken Bottari
Location 2901 Juan Tabo Blvd NE Suite 201, Albuquerque, NM 87112, USA
Phone (505) 294-3311
Directions
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Morgan Stanley Financial Advisors
4 out of 5
Location 6565 Americas Pkwy Ste 400, Albuquerque, NM 87110, USA
Phone (505) 883-6262
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First Command Financial Advisor - Frank Borja
Location 2901 Juan Tabo Blvd NE Suite 201, Albuquerque, NM 87112, USA
Phone (505) 294-3311
Directions
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Kevin A. Brown, CLU ChFC | Gateway Financial Advisors, Inc.
5 out of 5
Location 4425 Juan Tabo Blvd NE #101, Albuquerque, NM 87111, USA
Phone (505) 369-1224
Directions
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Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM
5 out of 5
Location 2001 Carlisle Blvd NE Suite D, Albuquerque, NM 87110, USA
Phone (505) 821-6966
Directions
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Wealth Management Group
SEC File# 801-112841
CRD# 165321
5 out of 5
Location 409 NM-528, Rio Rancho, NM 87124, USA
Phone (505) 892-3300
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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First American Financial
SEC File# 801-79968
CRD# 170404
1 out of 5
Location 2155 Louisiana Blvd NE, Albuquerque, NM 87110, USA
Phone (505) 883-7644
Directions
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Brock Hedgecoke - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 3850 Masthead St NE, Albuquerque, NM 87109, USA
Phone (505) 884-5757
Directions
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Northwestern Mutual
4 out of 5
Location 8220 San Pedro Dr NE #505, Albuquerque, NM 87113, USA
Phone (505) 880-9600
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
4 out of 5
Location 6565 Americas Pkwy Suite 850, Albuquerque, NM 87110, USA
Phone (833) 752-6333
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Brad Cates - RBC Wealth Management Financial Advisor
Location 6301 Uptown Blvd NE Suite 100, Albuquerque, NM 87110, USA
Phone (505) 872-5912
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Mike Anderson - RBC Wealth Management Financial Advisor
Location 6301 Uptown Blvd NE Suite 100, Albuquerque, NM 87110, USA
Phone (505) 872-5950
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Brian Spinnato - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8204 Louisiana Blvd NE Ste B, Albuquerque, NM 87113, USA
Phone (505) 886-2688
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Directions
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Trevor G Thomas - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3850 Masthead St NE, Albuquerque, NM 87109, USA
Phone (505) 884-5757
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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First Command Financial Advisor - Ancle Evans
Location 2901 Juan Tabo Blvd NE Suite 201, Albuquerque, NM 87112, USA
Phone (505) 294-3311
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Ross P. Salas - BancWest Investment Services Financial Advisor
Location 10050 Coors Bypass NW, Albuquerque, NM 87114, USA
Phone (505) 228-3910
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Sandia Wealth Management
Location 9201 Montgomery Blvd NE #401, Albuquerque, NM 87111, USA
Phone (505) 296-1100
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Steve Lynch Wealth Management
5 out of 5
Location 6605 Uptown Blvd NE #330, Albuquerque, NM 87110, USA
Phone (505) 881-7526
Directions
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Winslow Wood & Associates Llc
5 out of 5
Location 2201 San Pedro Dr NE Suite #25, Albuquerque, NM 87110, USA
Phone (505) 880-1646
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Portfolio Wealth Advisors
SEC File# 801-68615
CRD# 145687
5 out of 5
Location 6100 Uptown Blvd NE Suite 540, Albuquerque, NM 87110, USA
Phone (505) 884-3445
Directions
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Isaac Suazo - Wealth Financial Advisor
5 out of 5
Location 5901 Menaul Blvd NE, Albuquerque, NM 87110, USA
Phone (505) 469-7729
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Financial Advisors in Bernalillo County, NM

Where Certified Financial Advisors in Bernalillo County, NM Serve

Bernalillo County, NM is a vibrant and diverse area with a rich history and a multitude of landmarks to explore. From the iconic Sandia Mountains to the historic Old Town Albuquerque, the county offers a wealth of natural and cultural attractions to visitors and residents alike. The county is home to a number of top employers, including the University of New Mexico, Sandia National Laboratories, and Kirtland Air Force Base. These institutions contribute to the county's thriving economy and provide a range of job opportunities for the local workforce. Major highways and streets crisscross the county, including Interstate 25, which runs north-south through Albuquerque and connects the city to other major cities in the region. Other notable roadways include Route 66, Central Avenue, and Paseo del Norte. Bernalillo County is divided into a number of distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bernalillo County, NM can benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways is through retirement planning, as many residents in the county work in government or education and have access to retirement plans. A financial advisor can help individuals navigate the complexities of these plans and ensure they are on track to meet their retirement goals. Additionally, Bernalillo County is home to a significant Native American population, and a financial advisor can provide culturally sensitive advice on managing finances and investments within tribal communities. Overall, a financial advisor can offer personalized guidance and support to help residents of Bernalillo County achieve their financial goals and build a secure future for themselves and their families.

Insurance Broker

Residents of Bernalillo County, NM can benefit greatly from the services of an insurance broker. With the county being home to the city of Albuquerque and its many suburbs, there are a plethora of insurance options available to residents. An insurance broker can help navigate these options and find the best coverage for each individual's unique needs and budget. In addition, Bernalillo County has a high rate of uninsured residents, and an insurance broker can assist in finding affordable health insurance options. With the county also being prone to natural disasters such as wildfires and flash floods, an insurance broker can help residents ensure they have adequate coverage for property damage and loss. Overall, an insurance broker can provide valuable assistance to Bernalillo County residents in protecting their health, homes, and financial well-being.

Retirement Planning

Residents of Bernalillo County, NM could benefit greatly from the guidance of a retirement planner. With a large population of retirees and older adults, a retirement planner can help individuals navigate the complexities of retirement savings and investing. Specifically, Bernalillo County has a diverse population with varying levels of income and access to resources. A retirement planner can help those with limited resources find ways to save and invest for retirement, while also providing guidance to those with more substantial assets. Additionally, with the unique cultural and recreational opportunities in Bernalillo County, a retirement planner can help individuals plan for retirement activities and travel while still maintaining financial stability. Overall, a retirement planner can provide invaluable support and expertise to help residents of Bernalillo County achieve their retirement goals.

Wealth Management

Residents of Bernalillo County, NM can benefit from the services of a wealth manager in several ways. One of the most common ways is by helping them create a personalized financial plan that takes into account their unique circumstances. This can include strategies for saving for retirement, managing debt, and investing in the right assets. Additionally, a wealth manager can provide guidance on tax planning and estate planning, which can be especially important for residents of Bernalillo County, NM, where property and income taxes can be high. With the help of a wealth manager, residents can feel more confident about their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Bernalillo County, NM can benefit greatly from the expertise of a mortgage loan officer. These professionals can help guide individuals through the complex process of obtaining a mortgage, from pre-approval to closing. For those living in Bernalillo County, NM, a mortgage loan officer can offer specific knowledge about the local housing market, including trends in home prices and interest rates. Additionally, they can help residents with unique financing options, such as the First-Time Homebuyer Program offered by the state of New Mexico. With the help of a mortgage loan officer, residents of Bernalillo County, NM can be confident in their ability to secure the financing they need to purchase their dream home.

Tax Services

Residents of Bernalillo County, NM can greatly benefit from the guidance of a tax advisor. With the county's diverse population and growing economy, a tax advisor can provide tailored advice on tax planning, preparation, and compliance. For example, many residents in Bernalillo County work in the healthcare and technology industries, which have unique tax considerations. A tax advisor can help these individuals navigate deductions and credits related to their professions. Additionally, with the county's large Hispanic population, a tax advisor who is fluent in Spanish can provide valuable assistance to those who may have language barriers when it comes to tax matters. Overall, a tax advisor can provide Bernalillo County residents with peace of mind and help them maximize their tax savings.

Estate Planning Lawyer

Residents of Bernalillo County, NM can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan that outlines how a person's assets will be distributed after their passing. This is especially important in Bernalillo County, where the population is diverse and many families have unique needs and circumstances. An estate planning lawyer can also help residents minimize taxes and avoid probate, which can be a lengthy and expensive process. Additionally, an estate planning lawyer can assist with creating powers of attorney and healthcare directives, ensuring that a person's wishes are carried out in the event they become incapacitated. Overall, an estate planning lawyer can provide peace of mind and ensure that a person's legacy is protected for future generations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Bernalillo County, NM