Best Financial Advisors in Los Alamos County, NM

We did the hard work of finding trustworthy partners in Los Alamos County, NM. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Los Alamos County, NM Fiduciary Financial Advisors

Alpine Financial Partners
Location MARY DEAL BUILDING, 2610 Trinity Dr #10, Los Alamos, NM 87544, USA
Phone (505) 500-8420
Language http://www.alpinefinancialpartners.com/
Directions
Wiemann Wealth Strategies
Location 2101 Trinity Dr Ste T, Los Alamos, NM 87544, USA
Phone (505) 500-8428
Language https://www.raymondjames.com/wiemannwealth
Directions
Financial Advisors in Los Alamos County, NM

Where Certified Financial Advisors in Los Alamos County, NM Serve

Los Alamos County, located in northern New Mexico, is a small but vibrant community with a rich history and diverse economy. Home to the Los Alamos National Laboratory, one of the country's premier research institutions, the county is known for its cutting-edge science and technology. Landmarks in Los Alamos County include the Bradbury Science Museum, which showcases the history and achievements of the national laboratory, and the Bandelier National Monument, a stunning natural wonder with ancient cliff dwellings and hiking trails. Top employers in the county include the Los Alamos National Laboratory, the University of New Mexico-Los Alamos, and Los Alamos Medical Center. These institutions provide high-paying jobs and attract skilled professionals from around the world. Major highways and streets in Los Alamos County include State Route 4, which connects the county to nearby Santa Fe and other parts of New Mexico, and Diamond Drive, a major thoroughfare that runs through the heart of the county.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Los Alamos County, NM could benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could be especially helpful is in navigating the unique tax situation of Los Alamos County. As a high-income area with a large population of government employees, Los Alamos County residents may be subject to complex tax laws and regulations that require specialized knowledge to navigate. A financial advisor could help residents understand their tax liabilities and identify strategies to minimize their tax burden, allowing them to keep more of their hard-earned income. Additionally, a financial advisor could provide guidance on retirement planning, investment strategies, and debt management, helping residents achieve their long-term financial goals and ensure their financial security.

Insurance Broker

Residents of Los Alamos County, NM can benefit greatly from the services of an insurance broker. With the county being home to the Los Alamos National Laboratory, a top research facility, many residents may have unique insurance needs related to their work in the science and technology industry. An insurance broker can help residents navigate the complex world of insurance and find policies that meet their specific needs. They can also provide guidance on coverage for natural disasters, such as wildfires and floods, which are common in the area. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which is especially important in a state like New Mexico where healthcare costs can be high. Overall, an insurance broker can provide valuable support to residents of Los Alamos County in protecting their assets and ensuring their peace of mind.

Retirement Planning

Residents of Los Alamos County, NM could greatly benefit from the services of a retirement planner. One specific way a retirement planner could help is by navigating the unique retirement landscape of Los Alamos County. As a hub for scientific research and development, many residents of Los Alamos County work for the Los Alamos National Laboratory or other government agencies, which can have complex retirement plans and benefits. A retirement planner could help residents understand their options, maximize their benefits, and plan for a comfortable retirement. Additionally, with a relatively high cost of living in Los Alamos County, a retirement planner could help residents create a realistic budget and investment strategy to ensure their retirement savings will last.

Wealth Management

Residents of Los Alamos County, NM would greatly benefit from the services of a wealth manager. With the county being home to the Los Alamos National Laboratory, a wealth manager could provide guidance on how to best invest in the technology and science industries that are prevalent in the area. Additionally, a wealth manager could assist residents with retirement planning, as many residents work in high-paying jobs at the laboratory and may have unique retirement needs. With the cost of living in Los Alamos County being higher than the national average, a wealth manager could also provide advice on budgeting and managing expenses to ensure financial stability. Overall, a wealth manager could provide valuable support to residents of Los Alamos County, helping them to achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Los Alamos County, NM would greatly benefit from the services of a mortgage loan officer. With the high cost of living in Los Alamos County, many residents struggle to afford the down payment on a home. A mortgage loan officer can assist in finding the best loan options and help residents navigate the complex process of obtaining a mortgage. Additionally, Los Alamos County is home to many scientists and researchers who may have unique financial situations, such as irregular income or student loan debt. A knowledgeable mortgage loan officer can provide personalized guidance to these individuals and help them secure a mortgage that fits their specific needs. Overall, a mortgage loan officer is an invaluable resource for residents of Los Alamos County who are looking to purchase a home.

Tax Services

Residents of Los Alamos County, NM can benefit from the expertise of a tax advisor in a number of ways. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations in the state. This is especially important for residents of Los Alamos County, which is home to many highly educated professionals who may have complex tax situations. Additionally, a tax advisor can help residents of Los Alamos County maximize their deductions and credits, which can help them save money on their taxes each year. Whether you are a small business owner, a retiree, or a young professional, a tax advisor can provide valuable advice that can help you make the most of your finances and achieve your financial goals.

Estate Planning Lawyer

Residents of Los Alamos County, NM can greatly benefit from the services of an estate planning lawyer. These legal professionals can help individuals and families create a comprehensive plan for the distribution of their assets after they pass away. This can include creating a will, establishing trusts, and designating beneficiaries. In Los Alamos County, where a large portion of the population is made up of highly educated professionals and scientists who work at Los Alamos National Laboratory, an estate planning lawyer can also provide guidance on complex issues such as intellectual property and technology transfer. Additionally, with the county's high cost of living, an estate planning lawyer can help residents minimize taxes and other expenses associated with the transfer of their assets. Overall, an estate planning lawyer can provide peace of mind to residents of Los Alamos County by ensuring that their assets are distributed according to their wishes and that their loved ones are taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Los Alamos County, NM

A financial advisor in Los Alamos County, NM can provide a range of financial advising services to individuals and businesses. These services may include investment planning, retirement planning, tax planning, and estate planning. In addition to these traditional services, a financial advisor in Los Alamos County may also offer specialized knowledge and expertise in areas specific to the county. For example, Los Alamos County is home to the Los Alamos National Laboratory, which is a major employer in the area and may require unique retirement and investment planning strategies for employees. Furthermore, the county is known for its high cost of living, which may require additional financial planning considerations. A financial advisor in Los Alamos County can provide tailored advice and guidance to help individuals and businesses navigate these complex financial challenges and achieve their financial goals.

Los Alamos County, NM is an ideal location for obtaining financial advising services due to its unique blend of high-tech industry and small-town charm. With a population of just over 18,000, Los Alamos County offers a sense of community that is often lost in larger cities. However, the county is also home to the Los Alamos National Laboratory, which employs over 12,000 people and is one of the largest science and technology institutions in the world. This combination of a tight-knit community and cutting-edge industry creates a wealth of opportunities for financial advisors to work with individuals and businesses alike. Additionally, Los Alamos County boasts a high median household income, which means that there is a demand for sophisticated financial planning services. Whether you are looking to invest in the latest technology start-up or simply save for your child's education, Los Alamos County offers a unique environment for finding the financial guidance you need.