Best Financial Advisors in Santa Fe, NM

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List of Firms

Santa Fe, NM Fiduciary Financial Advisors

Edward Jones
Location 510 N Guadalupe St L, Santa Fe, NM 87501, USA
Phone (505) 820-0076
Elevation Financial Group
Location 1440 S St Francis Dr suite a, Santa Fe, NM 87505, USA
Phone (505) 984-3856
Jeremy Campbell - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 300 Galisteo St STE 101, Santa Fe, NM 87501, USA
Phone (505) 995-0714
Campbell & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 Galisteo St STE 101, Santa Fe, NM 87501, USA
Phone (505) 995-0714
Merrill Lynch Wealth Management
Location 123 E Marcy St, Santa Fe, NM 87501, USA
Phone (505) 982-4651
Trevor G Thomas - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 300 Galisteo St STE 104, Santa Fe, NM 87501, USA
Phone (844) 264-8595
Merians Wealth Management Group - UBS Financial Services Inc.
Location 141 East Palace Avenue Coronado Building, Santa Fe, NM 87501, USA
Phone (505) 989-5108
Justin Medrano - Morgan Stanley Financial Advisor
Location 150 Washington Ave Suite 301, Santa Fe, NM 87501, USA
Phone (505) 988-7708
Summit Investment Group
Location 222 Otero St, Santa Fe, NM 87501, USA
Phone (505) 984-8232
Flanagan Patrick
Location 1925 Aspen Dr STE 601A, Santa Fe, NM 87505, USA
Phone (505) 988-3962
Raymond James Financial Services

1 out of 5

Location 324 Paseo De Peralta, Santa Fe, NM 87501, USA
Phone (505) 992-0601
Sean T Gallagher - Morgan Stanley
Location 150 Washington Ave Suite 301, Santa Fe, NM 87501, USA
Phone (505) 988-7719
Longview Asset Management LLC
SEC File# 801-79973
CRD# 122997

5 out of 5

Location 136 Grant Ave, Santa Fe, NM 87501, USA
Phone (505) 988-9555
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About Santa Fe, NM

Santa Fe is a city located in the state of New Mexico. Some of the landmarks in Santa Fe include the Palace of the Governors, the Loretto Chapel, and the Santa Fe National Cemetery. Some of the top employers in Santa Fe include St. John's Hospital, Los Alamos National Laboratory, and Presbyterian Healthcare Services. The major highways and streets in Santa Fe include I-25 and US-84. The neighborhoods in Santa Fe include the Eastside, the Northside, and the Southside.

Where Certified Financial Advisors in Santa Fe, NM Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, and Santa Fe, NM residents are no exception. Banks offer checking and savings accounts, as well as certificates of deposit (CDs). They also offer loans, including home mortgages and car loans, and they provide credit cards. In addition, banks offer a wide variety of investment products, such as mutual funds and stocks and bonds. Many banks also have ATMs that allow customers to withdraw cash or make deposits without having to go into the bank itself. And many banks now offer online banking, which allows customers to access their account information and make transactions online.

Insurance Broker

Residents of Santa Fe, NM can benefit from the services of an insurance broker. An insurance broker can help residents find the best rates and coverage for their needs. An insurance broker can also help residents file claims and navigate the complex world of insurance.

Retirement Planning

Financial advisors in Santa Fe, NM can help residents with a variety of retirement planning needs. From saving for retirement to creating a budget that will work well for post-work life, these professionals can assist people of all ages and income levels. One important thing to keep in mind when working with a financial advisor is that they should be able to create a plan that is tailored specifically to your needs. This means taking into account factors such as your age, income, and desired lifestyle in retirement. Working with an advisor can help you feel more confident about your financial future and give you peace of mind during this time of transition.

Wealth Management

Residents of Santa Fe, NM can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families grow, preserve, and transfer their wealth. There are many different aspects to wealth management, including investment planning, risk management, tax planning, and estate planning. Wealth managers can help residents of Santa Fe make the most of their money by developing a personalized plan that meets their unique needs.

Estate Planning Lawyer

Estate planning lawyers in Santa Fe, NM can help residents create a will and estate plan. A will ensures that your property is distributed according to your wishes after you die. An estate plan includes a will as well as other documents such as powers of attorney and healthcare proxies which allow you to designate who will make decisions for you if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Santa Fe, NM can help residents by providing them with the best mortgage products and services available. They can also help residents save money on their mortgages, and provide guidance and support throughout the mortgage process.

Tax Services

Tax accountants in Santa Fe, NM can help residents with a variety of tax services. These include preparing and filing tax returns, representing clients before the IRS, and providing advice on how to reduce taxes. Tax accountants can also help individuals and businesses plan for their tax liabilities in advance, making it easier to meet these obligations when they come due.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Santa Fe, NM