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Sara Prada

CFP®, MBA

Wealth Adviser

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

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

United Capital Financial Advisers

6565 Americas Parkway NE, Ste 810
Albuquerque, NM 87110
(505) 883-3131 Contact Me

Mark E. Stamper

CFP®, ChFC, CLU

Branch Manager

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving New Mexico and the surrounding communities.

Charles Schwab

6501 Americas Pkwy, Suite 100
Albuquerque, NM 87110
(505) 878-1324 Contact Me

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

6100 Uptown Blvd NE, Ste 610
Albuquerque, NM 87110
(505) 293-1923 Contact Me

Janet Krakowiak

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Investment...More

Financial Advisor serving New Mexico and the surrounding communities.

Heritage Advisors of the Southwest

5 Gila Rd
Deming, NM 88030
(575) 895-3316 Contact Me

Alexander Cipollone

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving New Mexico and the surrounding communities.

Raymond James Financial Services, Inc.

4300 San Mateo Blvd NE, Ste B275
Albuquerque, NM 87110-1260
(505) 883-4222 Contact Me

Vicki Van Horn

CFP®, MBA

Retired

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

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

60 Castle Rock Rd SE
Rio Rancho, NM 87124
(505) 401-5798 Contact Me

Francisco A. Figueroa

CFP®

Vice President

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Retirement

Financial Advisor serving New Mexico and the surrounding communities.

Francisco A Figueroa CPA CFP LLC

15 Abiquiu Court
Sandia Park, NM 87047
(505) 281-5005 Contact Me

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.

Waddell & Reed

125 Lincoln Ave, Suite 305
Santa Fe, NM 87505
(505) 984-3856 Contact Me

Tommy E. Ricks

CFP®

Financial Planner

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

Financial Advisor serving New Mexico and the surrounding communities.

Southern Methodist University

PO Box 1154, 20 Comanche Rd. #2
El Prado, NM 87529
(214) 460-1088 Contact Me

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
(505) 884-0451
Contact Me

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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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

Cetera Advisor Networks

511 W Reinken
Belen, NM 87002
Contact Me

Donna Skeels Cygan

CFP®, MBA

President

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

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

Sage Future Financial, LLC

4800 Juan Tabo NE
Albuquerque, NM 87111
(505) 298-4040 Contact Me

Susan Koe

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

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

Better Money Decisions

150 Washington Ave, Suite 201
Santa Fe, NM 87501
(844) 507-0961
(844) 507-0961
Contact Me

William Aaron Irving

CFP®

LPL Investment Advisor Representative

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

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

Oakley & Irving Wealth Management, LLC.

121 S Canal St
Carlsbad, NM 88220

Oakley & Irving Wealth Management, LLC.

105 N. 6th Street
Artesia, NM 88210
(575) 887-7075
CONNECT WITH William
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Joseph Kopczynski

ChFC, CFP®, AIF

Founder and Chairman

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving,...More

Financial Advisor serving New Mexico and the surrounding communities.

Universal Advisory Services, Inc.

4906 Alameda NE
Albuquerque, NM 87113
(505) 856-5600 Contact Me

Richard W. Hall

CFP®, ChFC

Owner

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

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

Cumbrian Financial Stewardship

4579 La Madera Rd
Sandia Park, NM 87047
(505) 286-0839 Contact Me

Beverly J. Hatley

CFP®

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

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

Four Corners Financial

357 Rd 3000, PO Box 126
Aztec, NM 87410
(505) 334-2403 Contact Me

Thomas C. Schwab

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...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 Contact Me

Janet Tyler Johnson

CFP®

President

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Investment Management,...More

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

JATAJ Wealth Management, LLC

161 Camino de las Huertas
Placitas, NM 87043
(844) 445-2825 Contact Me

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.

MGM, LLC

5600 Eubank Blvd NE, Ste 260
Albuquerque, NM 87111
(877) 346-3434
(505) 346-3434
Contact Me

Jennifer W. Migdal

CFP®

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

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

Forthright Financial Planning LLC

2125 Wyoming Blvd NE
Albuquerque, NM 87112
(505) 508-5550 Contact Me

Steven P. Margulin

CFP®, CPA, CMA

Lead Advisor

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

Financial Advisor serving New Mexico and the surrounding communities.

Retirement Extender

7301 Jefferson St NE, Suite D
Albuquerque, NM 87109
(505) 280-9899 Contact Me

Philip J. Messuri

MS, CFP®

Certified Financial Planner, Professional

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

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

Phil Messuri Financial Services LLC, Cetera Advisor Networks LLC

6100 Uptown Blvd NE, Ste 610B
Albuquerque, NM 87110
(505) 798-6941 Contact Me