Bernalillo County, NM Financial Advisors and Resources



Financial Advisor Firms in Bernalillo County, NM


PORTFOLIO WEALTH ADVISORS

Website

(505) 884-3445

6100 Uptown Blvd Ne
Suite 540
Albuquerque, NM 87110

SEC#: 801-68615
Years in Business: 13 years

MGM LLC

Website

(505) 346-3434

5600 Eubank Blvd Ne
Suite 260
Albuquerque, NM 87111

SEC#: 801-64672
Years in Business: 16 years

HANSEATIC MANAGEMENT SERVICES INC

Website

(505) 828-2824

5600 Wyoming Ne
Suite 220
Albuquerque, NM 87109

SEC#: 801-49508
Years in Business: 26 years

UNIVERSAL ADVISORY SERVICES

Website

(505) 856-5600

4906 Alameda, Ne
Suite A
Albuquerque, NM 87113

SEC#: 801-63572
Years in Business: 17 years

REDW WEALTH LLC

Website

(505) 998-3200

7425 Jefferson Ne

Albuquerque, NM 87109

SEC#: 801-57516
Years in Business: 21 years

ULRICH INVESTMENT CONSULTANTS

Website

(505) 224-9100

1805 Rio Grande Boulevard Nw
Suite 1
Albuquerque, NM 87104

SEC#: 801-72880
Years in Business: 9 years

JOHN MOORE & ASSOCIATES INC

Website

(505) 881-5100

8220 San Pedro Dr Ne
Suite 310
Albuquerque, NM 87113

SEC#: 801-55123
Years in Business: 23 years

FIRST AMERICAN FINANCIAL ADVISORS INC.

Website

(505) 883-0083

7411 Jefferson st Ne

Albuquerque, NM 87109

SEC#: 801-79968
Years in Business: 7 years

TITAN FUND MANAGEMENT, LLC

Website

(505) 998-0163

6300 Riverside Plaza
Suite 200
Albuquerque, NM 87120

SEC#: 801-112121
Years in Business: 3 years


How Retirement-Friendly is Bernalillo County, NM?

  • Population: 677,858
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $202,800
  • Average Monthly Housing Cost: $957
  • Average Household Income: $74,035
  • New Mexico Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • New Mexico Property Tax: 2.00% (8th Lowest in U.S.)
  • New Mexico Individual Income Tax: 1.44% (12th Lowest in U.S.)
  • New Mexico Sales and Excise Tax: 4.75% (6th Highest in U.S.)


Bernalillo County, NM Financial Advisor FAQs

Financial advisors put together portfolios tailored to client's needs that optimize for risk level and time horizon. They can also provide counsel on insurance coverage to meet their client's needs.
A financial advisor shall provide a consultative service that is completely personalized and tailored to meet the needs of their clientele individually.
Ask about their previous work experiences and how long they have been in the industry.
Financial advisors get paid in a number of ways, typically through commissions on buying and selling investment products. Another way an advisor can be compensated is through salary or other type typical job compensation.