Financial Planners Belen NM

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Belen, NM. We have compiled a list of businesses and services around around Belen, 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.

Mr. Pavlos Panagopoulos, CFP®
511 W Reinken Ave
Belen, NM
Firm
Cetera Advisor Networks

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Wells Fargo - Los Lunas
(505) 865-9618
1027 Main St Sw
Los Lunas, NM
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Sabato (Sam) DeLuca
Santa Fe Capital Management
(505) 820-1177
3600 Rodeo Lane, Suite B-2
Santa Fe, NM
Expertises
Women's Financial Planning Issues, Socially Responsible Investments, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Divorce Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Roger Asel
Certified Financial Strategies
(972) 702-8121
40 Calle Encanto
Tesuque, NM
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

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

Wells Fargo - Belen Main
(505) 864-7401
101 S Main St
Belen, NM
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Wells Fargo - Bosque Farms
(505) 869-2316
970 Bosque Farms Blvd
Bosque Farms, NM
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

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. Duane C. Sorenson, CFP®
(505) 298-5117
13219 Emery Point Ave NE
Albuquerque, NM
Firm
SWS Financial Services, Inc.
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Self-Employed Business Owners

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