Investment brokerages in Santa Fe, NM

Bank of the West Wealth Management delivers a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Klandrud is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Albuquerque, NM make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

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Pavlos Panagopoulos has been a registered representative with Cetera Advisor Networks (formerly Financial Network) since 1986. He started the Panagopoulos Insurance Agency in 2001 to help his clients with their insurance needs. A native of Carlsbad, NM, he attended Mercer University and received his BBA in 1986. Pavlos received his Certified Financial Planner (CFP) designation in 1991. He has licenses in Variable Annuities, Property and Casualty, Life, Accident, and Health. He holds Series 7, 24, 66 Securities registrations. Our team is committed to community growth and enrichment by providing our clients with suitable investment solutions. We are constantly working together to help our clients take control of their financial portfolios and to pursue a positive return. It is important that our clients always have current information on their accounts. Clients have access to their financial data with daily updates and the ability to make their own updates to their financial plans through a user friendly site. We offer two convenient locations in the Albuquerque and Belen area, as well as several other options, including ZOOM, for busier or our out-of-state clients. We are dedicated financial professionals who are affiliated with one of the Nations best known and well respected independent advisory firms founded in 1984. This relationship allows us to remain independent in advising our clients, friends and families free from outside influences but with a partner who possesses t

Your financial advisor in Albuquerque will work with you to create tailored wealth management strategies. Find a financial advisor near you.