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Financial consulting in Santa Fe, NM

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Edward Jones - Financial Advisor: Amy G Nelson

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Los Alamos Retirement Strategies

Which decisions have the greatest impact on your financial freedom? Learn how to make your crucial financial decisions with confidence. We offer flat-fee financial plans and ongoing comprehensive fiduciary financial advice and/or investment management for an asset-based fee. Get objective guidance on Social Security, pensions, 401(k)s, IRAs, insurance, retirement income, investment strategies, tax planning, estate planning, and more. Los Alamos Retirement Strategies was founded by Chartered Financial Consultant James T. Larkin to serve the needs of retirees, pre-retirees, and younger professionals who want a head start working toward financial freedom. We specialize in serving Los Alamos professionals and STEM entrepreneurs in Los Alamos, Santa Fe, Albuquerque, and throughout northern and central New Mexico. Advisory Services offered through Financial Partners, LLC, a Registered Investment Adviser.

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(505) 318-1073
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Wharton Wealth Planning

Financial plans and strategies are developed by a dual-credentialed certified financial planner (CFP) with an MBA. Our experienced certified financial-planning team can help you implement a financial plan that is specific to your investment goals, cash-flow needs, family circumstances, and tax situations. We use a detailed discovery and analysis process to create a comprehensive plan to deliver peace of mind. Our philosophy is that independent, fee-only advice yields the best financial solutions. Our goal is to provide conflict-free services and place our clients' needs first.

Alida Financial

Alida Financial provides professional credit and business services. We specialize in raising your credit for loan qualification with our online credit repair program. Our business services include 48HR LLC formulation and EIN obtainment.

Loren G Testa - Edward Jones

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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