Yahoo

Financial services in Santa Fe, NM

See all New Mexico cities
Results filtered byAll

Lowest Prices On Hearing Aids.Thank you for considering Eldorado Audiology and Hearing Center. We offer a full range of hearing services to the residents of Santa Fe, NM. Our goal is to meet your hearing needs with the highest quality service. Contact us today for more information!

Financial Planning & Investment Advisory Firm with Offices in New York and Santa Fe (N.M.). Our philosophy is to provide conflict-free services and place our clients' needs first. We work only for you - not a broker, bank, or insurance company. As a fiduciary, we are independent, objective, and commission-free. We believe that independent, fee-only advice yields the best financial solutions. A fiduciary standard obligates us to act in good faith and put your interests ahead of our own. At Wharton Wealth Planning, we help clients navigate life events (retirement, divorce, inheritance, career) by customizing financial plans and investment accounts to achieve long-term goals. We provide comprehensive wealth management services to deliver peace of mind. Our experienced financial consulting team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you. Steps to create a plan include: (1) Consultation (2) Discovery (3) Evaluation of Strategy and Alternatives (4) Implementation and (5) Review. Financial plans and personal finance strategies are developed by a CERTIFIED FINANCIAL PLANNER (CFP) to meet clients unique and evolving situations. Our CFPs are compensated for their time and expertise in comprehensive financial planning and investment management under a clear fee structure.

Mobilize your Website
View Site in Mobile | Classic
Share by: