Financial Planners Albuquerque NM

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Albuquerque, NM. We have compiled a list of businesses and services around around Albuquerque, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Garth Scrivner
StanCorp Investment Advisers, Inc.
(505) 298-1098
6000 Uptown Blvd NE, Suite 470
Albuquerque, NM
Expertises
Advising Medical Professionals, High Net Worth Client Needs, Insurance Related Issues, including Annuities, Middle Income Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, BA, CDFA, CFP®, CPA/PFS

Donna Skeels Cygan
Sage Future Financial, LLC
(505) 298-4040
4800 Juan Tabo NE, Suite D
Albuquerque, NM
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, College/Education Planning, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. David P Bruner, CFP®
(505) 880-2704
2155 Louisiana Blvd Ste 3000
Albuquerque, NM
Firm
UBS Financial Services
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Ms. Kathleen M. Winslow, CFP®
(505) 880-1646
2201 San Pedro Dr NE Bldg 25
Albuquerque, NM
Firm
Winslow Wood & Associates LLC
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Alexander Cipollone, CFP®
(505) 883-4222
4300 San Mateo Blvd NE Ste B275
Albuquerque, NM
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Asset Allocation, Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Stephen Madeyski
Stephen Madeyski Financial Planning
(505) 798-9496
7112 Cindy NE
Albuquerque, NM
Expertises
Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Middle Income Client Needs, Women's Financial Planning Issues, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Larry R. Brown Jr., CFP®
(505) 880-1646
2201 San Pedro Dr NE Bldg 25
Albuquerque, NM
Firm
Winslow Wood & Associates, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, LGBT Individuals and Couples, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Leonard T Galante, CFP®
(505) 889-2880
6565 Americas Pkwy NE Ste 400
Albuquerque, NM
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Steven M. Schroeder, CFP®
(505) 889-8889
2155 Louisiana Blvd NE Ste 10100
Albuquerque, NM
Firm
Catalyst Financial Management, LLC
Areas of Specialization
Asset Allocation, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Jay F. Livingston, CFP®
(505) 880-2075
6565 Americas Pkwy NE Ste 500
Albuquerque, NM
Firm
New York Life

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