Wealth Management in Sandoval County, NM

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List of Firms

Sandoval County, NM Wealth Management Firms

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Universal Advisory Services, Inc.
SEC File# 801-63572
CRD# 132903
5 out of 5
Location 7601 Jefferson St NE Ste # 360, Albuquerque, NM 87109, USA
Phone (505) 856-5600
Language http://www.uasinc.org/
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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Acequia Investment Group
Location 10611 4th St NW, Albuquerque, NM 87114, USA
Phone (505) 503-8571
Language http://www.acequiainvest.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=FN76
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E Carter Investment Management Corporation
Location 10611 4th St NW, Albuquerque, NM 87114, USA
Phone (505) 503-8571
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Phil Mayo - RBC Wealth Management Financial Advisor
Location 6301 Uptown Blvd NE Suite 100, Albuquerque, NM 87110, USA
Phone (505) 872-5915
Language https://us.rbcwealthmanagement.com/thecrosbykattenhornteam?utm_source=GMB&utm_medium=Yext
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Bookkeeping Plus, LLC
Location 7820 Enchanted Hills Blvd NE A 124, Rio Rancho, NM 87144, USA
Phone (505) 867-6772
Language http://bookkeepingplusnm.com/
Directions
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Sandoval County Finance Department
Location 1500B Idalia Rd, Bernalillo, NM 87004, USA
Phone (505) 867-7544
Language https://www.sandovalcountynm.gov/departments/county-finance/
Directions
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Wealth Management Group
SEC File# 801-116892
CRD# 112639
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
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LoneStar Wealth Management
Location 6501 Wyoming Blvd NE bldg g suite 3, Albuquerque, NM 87109, USA
Phone (505) 697-1423
Language http://4lonestar.com/
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New Mexico Wealth Management
Location 1730 Montano Rd NW, Albuquerque, NM 87107, USA
Phone (505) 765-9898
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Womack Wealth Management
SEC File# 801-107413
CRD# 146126
Location 6565 Americas Pkwy # 111, Albuquerque, NM 87110, USA
Phone (505) 888-9449
Language https://www.womackwealthmanagement.com/
Directions
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Waterway Wealth Management Albuquerque
SEC File# 801-77571
CRD# 164975
Location 8300 Carmel Ave NE STE 103, Albuquerque, NM 87122, USA
Phone (505) 275-2436
Language http://www.waterwaywealth.com/
Directions
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Tactical Real Estate Investment and Property Management
Location 1030 25th St SE, Rio Rancho, NM 87124, USA
Phone (505) 603-5707
Directions
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Oxford Wealth Advisors LLC
SEC File# 801-110591
CRD# 288576
4 out of 5
Location 481 Quantum Rd NE, Rio Rancho, NM 87124, USA
Phone (505) 891-9800
Language https://oxfordwealth.com/
Directions
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Lobo Wealth Strategies PC
5 out of 5
Location 8220 San Pedro Dr NE UNIT 110, Albuquerque, NM 87113, USA
Phone (505) 821-4300
Language http://www.lobowealthstrategies.com/
Directions
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Merrill Lynch Wealth Management Advisor Gerald Chavez
Location 2125 Louisiana Blvd NE Suite 200, Albuquerque, NM 87110, USA
Phone (505) 884-9859
Language https://fa.ml.com/new-mexico/albuquerque/oconnell_group
Directions
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Merrill Lynch Wealth Management Advisor Junaid Ahmad
Location 2125 Louisiana Blvd NE Suite 200, Albuquerque, NM 87110, USA
Phone (505) 872-7507
Language https://fa.ml.com/new-mexico/albuquerque/lgha-associates-gic
Directions
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PPSG Consulting Services
Location Sandia Pueblo, 1119 Brazos Ct, Bernalillo, NM 87004, USA
Phone (469) 400-2532
Language https://www.ppsgconsultingservices.com/contact-us
Directions
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Fractal Profile Wealth Management
SEC File# 801-77918
CRD# 144434
Location 4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109, USA
Phone (505) 301-7960
Language http://www.fractalprofile.com/
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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First Allied Securities Inc
Location 64 Benesics Rd, Corrales, NM 87048, USA
Phone (505) 890-6262
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Financial Advisors | U.S. Bancorp Investments
Location 1781 Rio Rancho Dr Se, Rio Rancho, NM 87124, USA
Phone (505) 962-1970
Language https://www.usbank.com/wealth-management/find-an-advisor/nm/rio-rancho/miguel-macias.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Berrenberg Wealth Management
Location 3876 Masthead St NE, Albuquerque, NM 87109, USA
Phone (505) 797-3200
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
Language https://us.rbcwealthmanagement.com/thecatesteam?utm_source=GMB&utm_medium=Yext
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
Language https://fa.ml.com/new-mexico/albuquerque/rjr
Directions
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jataj wealth management
Location 161 Camino De Las Huertas, Placitas, NM 87043, USA
Phone (844) 445-2825
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 3751 Southern Blvd SE Suite G, Rio Rancho, NM 87124, USA
Phone (505) 892-6806
Language https://www.edwardjones.com/us-en
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 3751 Southern Blvd SE, Rio Rancho, NM 87124, USA
Phone (505) 892-6806
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 – 6:00 PM Saturday: 10:00 AM – 1:00 PM Sunday: Closed
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Cal Willis Wealth Management
Location 10007 Wilshire Ave NE, Albuquerque, NM 87122, USA
Phone (505) 440-8593
Language https://www.calwilliswealth.com/
Directions
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Anthem Financial Services, Inc.
5 out of 5
Location 333 Rio Rancho Blvd NE Suite 102, Rio Rancho, NM 87124, USA
Phone (505) 338-0206
Language http://www.anthemfinancial.us/
Directions
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Competitive Edge Wealth Management
SEC File# 801-57663
CRD# 6312
Location 8650 Alameda Blvd NE Ste. 100E, Albuquerque, NM 87122, USA
Phone (505) 298-6655
Language http://www.cewm.us/
Directions
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Merrill Lynch Wealth Management Advisor Kim M Helm
Location 2125 Louisiana Blvd NE Suite 200, Albuquerque, NM 87110, USA
Phone (505) 884-9880
Language https://fa.ml.com/new-mexico/albuquerque/CHT
Directions
Wealth Management in Sandoval County, NM

Where Wealth Management Advisors in Sandoval County, NM Serve

Sandoval County, located in the heart of New Mexico, boasts an array of stunning landmarks that showcase the state's natural beauty, including the iconic Sandia Mountains, the Rio Grande River, and the Jemez Mountains. This county is home to several top employers, such as Intel, Presbyterian Healthcare Services, and the US Forest Service, which provide jobs and economic growth to the area. Major highways and streets, such as Interstate 25 and US Route 550, run through the county, connecting it to other major cities and towns. The county is also divided into several unique neighborhoods, each with its own distinct character and charm, including Rio Rancho, Bernalillo, and Corrales. Whether you're exploring the historic sites of the Pueblo people, hiking through the scenic landscapes of the Sandia Mountains, or enjoying the vibrant culture of the nearby city of Albuquerque, Sandoval County is a destination that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sandoval County, NM can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to individuals who are looking to purchase a home in the area. Sandoval County has a diverse and growing population, and the demand for affordable housing is high. A bank can offer mortgage loans and other financial products that can help residents secure a home in the county. Additionally, a bank can provide small business loans to entrepreneurs who are looking to start or expand their businesses in Sandoval County. This can help create jobs and boost the local economy. Furthermore, a bank can offer financial education and resources to residents who may be struggling with debt or other financial issues. This can help them manage their finances better and improve their overall financial well-being. Overall, a bank can play a crucial role in helping residents of Sandoval County achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Sandoval County, NM can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help them navigate the complex and ever-changing insurance market, ensuring that they get the best coverage for their needs. In Sandoval County, where the population is growing rapidly, an insurance broker can help residents find affordable health insurance options, which is crucial given that the county has a higher than average uninsured rate. Additionally, an insurance broker can help residents protect their homes and businesses from natural disasters, which are common in the county due to its location in a high-risk zone for wildfires, floods, and severe weather events. Overall, an insurance broker can provide valuable guidance and support to Sandoval County residents, helping them protect their assets and secure their financial future.

Retirement Planning

Residents of Sandoval County, NM would greatly benefit from the expertise of a retirement planner. With a population of over 146,000, Sandoval County is one of the fastest-growing counties in New Mexico. The county's economy is primarily driven by healthcare, retail, and tourism industries. A retirement planner can help residents of Sandoval County navigate the complexities of the retirement planning process, including social security benefits, tax planning, and investment strategies. Additionally, the planner can provide guidance on healthcare costs, which can be significant for retirees in Sandoval County, where healthcare is one of the largest industries. With the county's proximity to the Sandia Mountains and the Rio Grande, a retirement planner can also help residents plan for recreational activities and travel in retirement. Overall, a retirement planner can provide valuable support to residents of Sandoval County as they prepare for their golden years.

Financial Advisor

Residents of Sandoval County, NM could benefit greatly from the services of a financial advisor. With a population of over 146,000 people, the county is home to a diverse community with varying financial needs and goals. A financial advisor can provide expertise in areas such as retirement planning, investment strategies, debt management, and estate planning. Additionally, Sandoval County is home to several Native American communities, including the Pueblo of Zia and the Pueblo of Santa Ana. A financial advisor with knowledge of the unique financial challenges faced by Native American communities could provide valuable assistance in areas such as tribal law, trust management, and wealth preservation. With the right guidance, residents of Sandoval County can make informed financial decisions and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Sandoval County, NM can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the officer can help residents navigate the complex process of obtaining a mortgage loan, which can be especially challenging for first-time homebuyers. Additionally, the officer can provide guidance on the types of mortgage loans available and which ones would be the best fit for the resident's financial situation. Sandoval County, NM is known for its diverse population, including a large Native American community, and a mortgage loan officer can also provide specialized assistance to these groups. Furthermore, the officer can help residents understand the unique challenges of the local housing market, which has seen a recent increase in demand due to the county's proximity to Albuquerque and its growing economy. Overall, a mortgage loan officer can provide invaluable support to residents of Sandoval County, NM as they navigate the complex process of buying a home.

Tax Services

Residents of Sandoval County, NM could benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor could assist residents in navigating the complex tax laws and regulations specific to New Mexico. With Sandoval County being home to a variety of industries such as healthcare, education, and manufacturing, a tax advisor could help residents understand the tax implications of their specific industry and provide tailored advice to optimize their tax strategy. Additionally, Sandoval County has a diverse population, including many retirees, and a tax advisor could provide guidance on tax-efficient retirement planning. With the recent changes to the tax code, a tax advisor could also help residents take advantage of new deductions and credits to minimize their tax liability. Overall, a tax advisor could provide invaluable assistance to residents of Sandoval County, NM in navigating the complexities of the tax system and optimizing their financial well-being.

Estate Planning Lawyer

Residents of Sandoval County, NM can benefit from the services of an estate planning lawyer in a myriad of ways. With the county's diverse population and unique landscape, an estate planning lawyer can provide tailored solutions to the specific needs of each client. For instance, many residents in the county own ranches or farmland, which can present complex estate planning challenges. An experienced estate planning lawyer can help these clients navigate the intricacies of transferring ownership of these properties to their heirs while minimizing tax obligations. Additionally, Sandoval County is home to many retirees, who may require specialized estate planning services to ensure their assets are protected and their wishes are carried out in the event of incapacity or death. An estate planning lawyer can help these clients create wills, trusts, and other legal documents that reflect their unique circumstances and goals. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Sandoval County, NM as they plan for the future and protect their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Sandoval County, NM can provide a range of wealth management services to their clients. These services may include financial planning, investment management, tax planning, estate planning, and retirement planning. In Sandoval County, NM, a wealth manager may also be able to provide specialized advice on managing wealth in industries specific to the region, such as the oil and gas industry. Additionally, a wealth manager may be able to provide guidance on managing assets in a way that reflects the unique cultural and economic characteristics of Sandoval County, NM. With their expertise, a wealth manager can help clients navigate the complex financial landscape and achieve their long-term financial goals.

Sandoval County, NM is an ideal location to find a wealth manager. With its diverse economy and growing population, Sandoval County offers a range of investment opportunities that require the expertise of a seasoned financial professional. In addition, the county's strategic location in the heart of the Southwest provides access to a variety of markets, including the booming tech industry in nearby Albuquerque. Sandoval County's unique blend of urban and rural communities also presents a range of investment options, from real estate development to agriculture. A skilled wealth manager in Sandoval County can help navigate these opportunities and provide tailored financial solutions to meet the needs of each individual client. Overall, Sandoval County's dynamic economy and diverse investment landscape make it an excellent place to find a wealth manager who can help clients achieve their financial goals.