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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
(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
(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

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.

4801 Lang Avenue Northeast, Suite 110
Albuquerque, NM 87109

150 Washington Ave
Santa Fe, NM 87501-2038
(505) 500-4032
CONNECT WITH Jose
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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

11000 Spain NE Building E
Albuquerque, NM 87111

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

1925 Aspen Dr, Ste 200B
Santa Fe, NM 87505-5586

HighRocks Wealth, LLC

PO Box 1851
Santa Fe, NM 87504-1851
(505) 920-0162
CONNECT WITH Mariah
  • linkedin link

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

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

Savant Wealth Management

111 N. Wabash
Chicago, IL 60602