Best Financial Advisors in Santa Fe County, NM

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List of Firms

Santa Fe County, NM Fiduciary Financial Advisors

Raymond James Financial Services

1 out of 5

Location 324 Paseo De Peralta, Santa Fe, NM 87501, USA
Phone (505) 992-0601
Morgan Stanley Financial Advisors

5 out of 5

Location 150 Washington Ave Suite 301, Santa Fe, NM 87501, USA
Phone (505) 982-2611
Jose V. Sanchez, CFP®, Flat Fee Financial Planner Santa Fe New Mexico
Location 150 Washington Ave Ste 201, Santa Fe, NM 87501, USA
Phone (505) 500-4032
Financial Advisors | U.S. Bancorp Investments
Location 600 W San Mateo Rd, Santa Fe, NM 87505, USA
Phone (505) 946-9835
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About Santa Fe County, NM

Santa Fe County, NM is a beautiful place located in the southwestern United States. The county is home to many landmarks, including the Palace of the Governors, the Santa Fe Plaza, and the Loretto Chapel. Some of the top employers in Santa Fe County are the Santa Fe National Forest, Los Alamos National Laboratory, and St. Vincent Hospital. Major highways and streets in Santa Fe County include U.S. Route 84 and New Mexico State Road 599. The neighborhoods of Santa Fe County are very diverse, with something to offer everyone.

Where Certified Financial Advisors in Santa Fe County, NM Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Santa Fe County, NM residents have a variety of banking services to choose from.There are big banks, small banks, and credit unions. There are banks that focus on mortgages, others that focus on investments, and still others that specialize in commercial loans. No matter what your needs are, there is likely a bank that can meet them.Banks offer a wide range of products and services to their customers. In addition to checking and savings accounts, you can get a mortgage, a car loan, a credit card, or invest your money in stocks or mutual funds. Banks also offer online banking and mobile banking so you can do your transactions wherever you are.

Insurance Broker

Residents in Santa Fe County, NM can benefit from the services of an insurance broker. An insurance broker can help residents find the best policies for their needs and budget. They can also help residents file claims and get the money they deserve after an accident or disaster.

Retirement Planning

Residents of Santa Fe County, NM can benefit from retirement planning with the help of a financial advisor. Financial advisors can help residents create a plan that will ensure they have enough money to live comfortably during their retirement years. Advisors can also help residents invest their money in a way that will provide them with the greatest return on investment. Residents of Santa Fe County, NM who are looking for assistance with retirement planning should consider working with a financial advisor.

Wealth Management

Wealth management is an important service that can help Santa Fe County, NM residents achieve their financial goals. By working with a wealth manager, you can get guidance on how to save and invest your money, as well as advice on estate planning and tax strategies. This can help you stay on track with your financial plan and reach your long-term goals.

Estate Planning Lawyer

If you live in Santa Fe County, NM and you need help with estate planning, a qualified estate planning lawyer can assist you. An estate planning lawyer can help you create a will or trust, and they can also help you designate someone to manage your affairs if something happens to you. In addition, an estate planning lawyer can advise you on tax implications of your estate plan and how to minimize them. If you're not sure whether or not you need an estate plan, consult with an attorney today.

Mortgage Loan Officer

Mortgage loan officers in Santa Fe County, NM can help residents by providing them with the best possible home loans. They can also help residents understand the mortgage process, and work with them to get the best interest rates and terms for their loans. In addition, mortgage loan officers can provide advice on choosing the right type of loan for a particular situation, and help residents get pre-approved for a loan before they start shopping for a home.

Tax Services

Every year, as the holiday season nears, many Santa Fe County, NM residents find themselves scrambling to come up with the money to pay their taxes. This can be a difficult task, especially for those who are already struggling financially. Luckily, tax accountants can help! By working with a tax accountant, Santa Fe County residents can get expert advice on how to best manage their taxes and keep more of their hard-earned money. In addition, tax accountants can also help residents prepare for Tax Day in April and ensure that they submit their taxes on time.


FAQs About Personal Financial Advisors in Santa Fe County, NM