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14 Financial Planners in New Mexico
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Stephen J. Ciepiela

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving New Mexico and the surrounding communities.

Charles Stephen & Company, Inc.

5951 Jefferson Ct NE, Ste D
Albuquerque, NM 87109
(888) 884-0451
+1 More Number
(505) 884-0451

Donna Skeels Cygan

CFP®, MBA

Author and Retired Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

The Joy of Financial Security

9221 Elena Dr NE
Albuquerque, NM 87122-3714
(505) 298-6060

Steven P. Margulin

CFP® CPA

Senior Tax Strategist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Financial Gravity

7301 Jefferson St NE, Ste B
Albuquerque, NM 87109-4363
(505) 345-6611

Thomas C. Schwab

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

T.C. Schwab Financial Planning, LLC

18 Cagua Rd
Santa Fe, NM 87508
(505) 466-2313

Joel E. Nance

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

TruePath Financial Planning

3240-B Juan Tabo Blvd. NE, Suite A-2
Albuquerque, NM 87111
(505) 797-7765

Douglas E. Lindsey

CFP®

Certified Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

The H Group, Inc.

5600 Eubank Blvd NE, Ste 260
Albuquerque, NM 87111
(877) 346-3434
+1 More Number
(505) 346-3434

Deborah J Trouw

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Elevation Financial Group

1440A S Saint Francis Drive
Santa Fe, NM 87505
(505) 984-3856

Michael R. Albillar

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

MGM LLC

5600 Eubank Blvd NE, Ste 260
Albuquerque, NM 87111
(505) 346-3434
CONNECT WITH Michael
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Susan M. Cyberski

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement, Long-term...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Cetera Advisor Networks, LLC Member, FINRA/SIPC

7770 Jefferson St NE, Ste 405
Albuquerque, NM 87109-4387
(505) 293-1923

Mariah Sacoman

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

HighRocks Wealth, LLC

PO Box 1851
Santa Fe, NM 87504-1851
+ 1 More Address

HighRocks Wealth, LLC

1925 Aspen Dr
Santa Fe, NM 87505-5586
(505) 920-0162
CONNECT WITH Mariah
  • linkedin link

Pavlos Panagopoulos

CFP®

Financial Consultant

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking,...More

Commission and Fee Financial Advisor serving New Mexico and the surrounding communities.

Cetera Advisor Networks

2500 Louisiana, Suite 102
Albuquerque, NM 87110
+ 1 More Address

Cetera Advisor Networks

11000 Spain NE Building E
Albuquerque, NM 87111

Jose V. Sanchez

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Buying a Home, Asset Allocation, Estate...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

150 Washington Ave, Ste 201
Santa Fe, NM 87501-2038
+ 1 More Address

4801 Lang Avenue Northeast
Albuquerque, NM 87109
(505) 500-4032
CONNECT WITH Jose
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David Rosenstrock

CFP®, MBA

Director

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Wharton Wealth Planning, LLC

150 Washington Ave, Ste 201
Santa Fe, NM 87501-2038
+ 1 More Address

Wharton Wealth Planning, LLC

3 Columbus Cir
New York, NY 10019-8716
(646) 450-7021

Donald D. Duncan

MBA,CPA,CFA,CFP®,PFS

Financial Advisor/Managing Director

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking,...More

Fee Only Financial Advisor serving New Mexico and the surrounding communities.

Savant Wealth Management

81 Wildhorse, West Wing
Santa Fe, NM 87506
+ 1 More Address

Savant Wealth Management

111 N. Wabash
Chicago, IL 60602