Cal Willis Wealth Management
Financial Planner
10007 Wilshire Ave NE Albuquerque, New Mexico 87122Cal is highly passionate about wealth management. I highly recommend him to help you manage your finances.
Homeowners Financial Group
Mortgage Broker, Financial Planner, Mortgage Broker
324 Paseo De Peralta Suite B Santa Fe, New Mexico 87501Homeowner's Financial Group is VERY efficient, sell organized and easy to work with, a fact that has been true even under the limitations of the Pandemic close down.
First Command Financial Advisor - Ken Bottari
Financial Planner
2901 Juan Tabo Blvd NE, Suite 201 Albuquerque, New Mexico 87112Ken is an incredible asset to our family. He is attentive to our concerns and listens to and helps us develop/reach our goals. Cant say enough about his ability to naviga ... more
First Command District Advisor - Bruce Fike
Financial Planner
2901 Juan Tabo Blvd NE, Suite 201 Albuquerque, New Mexico 87112Bruce Fike and First Command are the Top Guns of financial advising. They started with me when I was a young Captain serving at the Pentagon. An Army Lieutenant Colonel ... more
First Command
Financial Planner
913 Delaware Ave Alamogordo, New Mexico 88310George took good care of my family as my advisor!
First Command Financial Advisor - Jason Dunn
Financial Planner
913 Delaware Ave Alamogordo, New Mexico 88310Intelligent Investing Inc.
Financial Planner, Financial Consultant, Investment Service
4801 Lang Ave NE UNIT 110 Albuquerque, NM 87109We had a great experience with Intelligent Investing!
Liberty Tax & Loans
Financial Planner
3526 Hwy 47 Peralta, NM 87042We had an appt and they forgot our appt...😂 full of excuses that it was corporates fault and how she couldn't log on to computer. Not professional and doesnt instill ... more
Liberty Tax & Loans
Financial Planner
1675 McNutt Rd Sp. 3 Sunland Park, NM 88063This is the best place I’ve been to! There service is amazing and fast Sandra is just amazing she’s very helpful and cortious! Hands down for this place!
Stacey Hunter at Waterstone Mortgage NMLS #220877
Financial Planner
6753 Academy Road Northeast Albuquerque, NM 87109Thank You for giving me a chance Stacey and working hard on this loan!!
TruePath Financial Planning
Financial Planner
3240B Juan Tabo Blvd NE Suite A-2 Albuquerque, NM 87111Love these guys. I've been using them for years (over a decade) and have zero complaints. Their integrity and service is exceptional.
Liberty Tax & Loans
Financial Planner
223 E. Rt 66 Blvd Tucumcari, NM 88401Very helpful give you 2,000 Star's thank you so much
Susan Morrison - Financial Advisor, Ameriprise Financial Services, LLC
Financial Planner, Investment Service
7101 Jefferson St NE Ste C Albuquerque, New Mexico 87109Excellent communication and strategies, especially during volatile market downswing.
Isaac Suazo - Wealth Financial Advisor
Financial Consultant, Financial Consultant, Financial Planner
5901 Menaul Blvd NE Albuquerque, NM 87110Mr. Suazo was a joy to work with. I was very impressed with his wealth of information and sensible advice. When I told him I preferred to be cautious with my money he p ... more
Northwestern Mutual ABQ: Ana Grajeda Ortiz
Financial Planner
8220 San Pedro Dr NE, Suite 505 Albuquerque, NM 87113Very professional and responsive. Ana answered all of my questions and helped me learn more about the right financial plans for both my family and business. Thank you for ... more
Carson Wealth
Financial Planner
1340 Picacho Hills Dr Las Cruces, New Mexico 88007First Command Financial Advisor - George Benter
Financial Planner
913 Delaware Ave Alamogordo, New Mexico 88310Always get great information and advice on how make more advantageous financial choices.
Chrysalis Wealth Management - Ameriprise Financial Services, LLC
Financial Planner
6501 Wyoming Blvd NE, Bldg E Albuquerque, New Mexico 87109Brian Spinnato - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
8204 Louisiana Blvd NE, Ste B Albuquerque, New Mexico 87113We have worked with Brian for a few years he is great at getting couples on the same page with thei financial goals. We now have a plan that will help us retire they way ... more
Oxford Wealth Advisors LLC
Financial Planner
481 Quantum Rd NE Rio Rancho, NM 87124My only in person experience with Oxford was filing a claim. Mercy was able to meet with me on short notice and go over the paperwork. The company as a whole seems very c ... more
Jeremy Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
300 Galisteo St, Ste 101 Santa Fe, New Mexico 87501Dylan Baxter - Private Wealth Advisor, Ameriprise Financial Services, LLC
Financial Planner
3850 Masthead St NE Albuquerque, New Mexico 87109First Command Financial Advisor - Caleb Nelson
Financial Planner
913 Delaware Ave Alamogordo, New Mexico 88310Edward Jones - Financial Advisor: Bob Waters, AAMS®
Financial Consultant, Finance Broker, Financial Audit
405 Pile St Clovis, NM 88101Liberty Tax & Loans
Financial Planner
602 N Canal St Carlsbad, NM 88220Lovely ladies and so helpful I recommend this place to anyone
SWD Investors
Financial Planner
First Command Financial Advisor - Bethany Brandt
Financial Planner
2901 Juan Tabo Blvd NE, Suite 201 Albuquerque, New Mexico 87112Best financial advisors ever!!!!! I promise that you wont be disappointed.
Liberty Tax & Loans
Financial Planner
437 N. Riverside Dr Espanola, NM 87532Good
John Goodwin - RBC Wealth Management Financial Advisor
Financial Planner
6301 Uptown Blvd. NE, Suite 100 Albuquerque, New Mexico 87110Edelman Financial Engines
Financial Planner
6565 Americas Parkway NE, Suite 850 Albuquerque, New Mexico 87110Been a customer since I was 18yrs. Old, my Parents and my Dad's side of the family has a Advisor Named Domminic here. He is Very Helpful and a excellent advisor.
First Command
Financial Planner
2901 Juan Tabo Blvd NE, Suite 201 Albuquerque, New Mexico 87112I've been a client of First Command for over 30 years now. Dennis Rowe was my first advisor! As a young airman in the Air Force, I didn't have a clue how to save for my f ... more
Joseph T Olson - BancWest Investment Services Wealth Financial Advisor
Financial Consultant, Financial Consultant, Financial Planner
500 Marquette Ave NW Suite 100 Albuquerque, New Mexico 87102Liberty Tax & Loans
Financial Planner
713 E. 21st Street Suite A Clovis, NM 88101Aside from the ladies being nice that's about the only good thing about it. I can never get through to a real person. They send me to all kinds of voice messages. I'll ma ... more
David Hommel - Thrivent
Financial Planner
7600 Jefferson St Ne, Ste 25 Albuquerque, NM 87109Many Christian values
First Command
Financial Planner, Bank, Insurance Agency
2901 Juan Tabo Blvd NE Suite 201 Albuquerque, New Mexico 87112For all the young investors (military or non military) looking to start investing PLEASE READ. I joined as a young junior officer after recommendation from a senior offic ... more
First Command
Financial Planner, Bank, Insurance Agency
2901 Juan Tabo Blvd NE Suite 201 Albuquerque, New Mexico 87112For all the young investors (military or non military) looking to start investing PLEASE READ. I joined as a young junior officer after recommendation from a senior offic ... more
NOW CFO
Business Management Consultant, Auditor, Business Management Consultant
103 S Main Ave Albuquerque, New Mexico 87410Jennifer and her crew at the Now CFO office in Aztec offer excellent financial services for small businesses. Whether your business needs help with book keeping, handling ... more
Edward Jones - Financial Advisor: Shelly A Wiemann, CFP®
Financial Consultant, Finance Broker, Financial Audit
555 Oppenheimer Dr Ste 206, Ste 206 Los Alamos, NM 87544Don't bother with Shelly, she is incredibly unprofessional and rude. Completely useless service and no real advice given. Shrugs you off and rushes you through. SHELLY IS ... more
First Command Financial Advisor - Jason Dunn
Financial Planner
913 Delaware Ave Alamogordo, NM 88310I highly recommend Jason to anyone seeking a fiduciary who is knowledgeable, trustworthy, and dedicated to their clients success. His expertise has been invaluable to me, ... more