Best Financial Advisors in San Juan County, NM

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List of Firms

San Juan County, NM Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 4800 College Blvd Suite 102, Farmington, NM 87402, USA
Phone (505) 327-7130
Edward Jones
SEC File# 801-3297
CRD# 250
Location 4800 College Blvd Suite 102, Farmington, NM 87402, USA
Phone (505) 327-7130
Merrill Lynch Wealth Management
Location 4251 E Main St B, Farmington, NM 87402, USA
Phone (505) 325-1080
Jim Loleit - Morgan Stanley
Location 4801 N Butler Ave Ste 14101, Farmington, NM 87401, USA
Phone (505) 326-9322
Connolly Financial (Farmington, NM Office)
Location 108 N Behrend Ave suite k, Farmington, NM 87401, USA
Phone (505) 716-4277
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4801 N Butler Ave Suite 7101, Farmington, NM 87401, USA
Phone (505) 326-7200
SJI Financial Services
Location 3005 Northridge Dr Ste A, Farmington, NM 87401, USA
Phone (505) 324-0600
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 100 E Broadway Ave, Farmington, NM 87401, USA
Phone (505) 324-9500
The Galileo Planning Group - Morgan Stanley
Location 4801 N Butler Ave Ste 14101, Farmington, NM 87401, USA
Phone (505) 326-9326
NOW CFO
5 out of 5
Location 103 S Main Ave, Aztec, NM 87410, USA
Phone (303) 828-6282
Southwest Financial
4 out of 5
Location 480 E 20th St, Farmington, NM 87401, USA
Phone (505) 326-0266
Financial Advisors in San Juan County, NM

Where Certified Financial Advisors in San Juan County, NM Serve

San Juan County is located in the north-central part of New Mexico and is the second largest county in the state. The county seat is Farmington, which is also the largest city in the county. Other major cities in San Juan County include Aztec, Bloomfield, and Durango. The county is home to a number of landmarks, including Mesa Verde National Park, the Four Corners Monument, and the Navajo Nation. San Juan County is home to a number of top employers, including Walmart, San Juan Regional Medical Center, and Navajo Nation Gaming Enterprise. The major highways and streets in San Juan County include U.S. Highway 64, U.S. Highway 550, and New Mexico State Road 516. The neighborhoods in San Juan County vary in size and demographics, but some of the more notable neighborhoods include Farmington Heights, Cortez Hills, and Kirtland Hills.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in San Juan County, NM offer a variety of services to their customers. Some of the most common services include checking and savings accounts, loans, and credit cards. Banks also offer a range of other services, such as online banking, bill pay, and mobile banking. This allows customers to access their account information and conduct transactions from anywhere at any time.

Insurance Broker

Residents of San Juan County, NM need insurance brokers to help them find the best coverage for their needs.Insurance brokers have the knowledge and experience to help residents compare policies and find the best rates available. They can also help residents understand the complex language of insurance contracts, and they can guide residents through the application process.Residents of San Juan County, NM who are looking for insurance should contact an insurance broker today.

Retirement Planning

Financial advisors can help San Juan County, NM residents with retirement planning by providing advice on how to save for retirement, invest for retirement, and manage their portfolios. Advisors can also help retirees understand their options and make informed decisions about when to retire and how to draw down their savings. In addition, financial advisors can provide guidance on estate planning and long-term care.

Wealth Management

San Juan County, NM is one of the poorest counties in the United States. The median household income is only $28,000 a year, and nearly 30% of the population lives below the poverty line. One way to help residents of San Juan County increase their wealth is through proper wealth management. Wealth management can help people save money on taxes, invest their money wisely, and protect their assets. San Juan County has a number of financial advisors who can help residents manage their wealth. These advisors can provide guidance on how to save for retirement, pay for college, and buy a home. They can also help people make smart investments in stocks, bonds, and real estate. Residents of San Juan County should take advantage of these resources and work to build their wealth so they can live better lives.

Estate Planning Lawyer

Estate planning lawyers in San Juan County, NM can help residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, residents can designate who will receive their property and how it will be managed. In addition, estate planning attorneys can help residents establish power of attorney and healthcare directives, which will allow someone else to make decisions on their behalf if they become unable to do so themselves.

Mortgage Loan Officer

Mortgage loan officers can help San Juan County, NM residents in a number of ways. First and foremost, they can provide guidance to potential homeowners who are looking for the best way to purchase a home. They can also work with people who may be struggling to make their mortgage payments, and help them find a solution that works for everyone involved. Additionally, mortgage loan officers can offer advice on refinancing options, and how to get the most out of your home equity.

Tax Services

Residents of San Juan County, NM can take advantage of the many services offered by tax accountants. Tax accountants can help residents prepare their tax returns and ensure they are getting the best possible return on their investment. In addition, tax accountants can offer advice on how to save money on taxes and invest money in a way that minimizes taxes paid.

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FAQs About Personal Financial Advisors in San Juan County, NM