Investment services in Albuquerque, NM

Welcome to Charles Stephen & Company. Since 1983, Charles Stephen has developed a series of blueprints to coordinate financial strategies for a select group of families, successful business owners and corporate retirement plans. Our services include: Planning for retirement, retirement income, Business Exit & Succession, Asset Allocation & Management, Risk Management Using our exclusive Blueprint Programs, we create a unique financial process for each client. This process focuses on the major events in our client's financial life and, with equal emphasis, on the transitional points between these events. The result is a seamless approach that supports the client's personal and business goals even as they change. Read more about the Strategic Blueprint Formula for retirees and professionals. Read more about Blueprints for Tomorrow for Business Owners. Read more about the Retirement Optimization Blueprint for Corporate Retirement Plans. As independent registered investment advisers and wealth managers, Charles Stephen is an advocate for the client. Our sole motivation is to provide them with the best service and advice available. Securities offered through NFP Securities,Inc. (NFPSI), Member FINRA/SIPC. Investement Advisory Services may be offered through NFPSI or Charles Stephen & Co., Inc. (CS&CI). CS&CI is not affiliated with NFPSI. Not all products and services referenced are available in every state or through every representative.

A team of Certified Financial Planner (CFP) professionals dedicated to serving individuals, families and small businesses

Savant Wealth Management's Albuquerque team provides fiduciary, fee-only financial guidance to individuals and families. Our advisors offer objective perspective across financial planning, investment strategy, and retirement considerations, with a focus on long-term goals and clear decision-making. Savant Wealth Management ("Savant") is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different types of investments involve varying degrees of risk. No compensation was provided by Savant Wealth Management for testimonials provided by a current client or endorsements from others. The views expressed are not representative of the experience of all clients.

For the last 26 years Fritz has devoted his life to helping widows and widowers. His passion has expanded to helping retirees, too. He has a unique personal and professional birds-eye-view of the nuances of retirement planning, including preparing for the unexpected health challenges that can destroy your nest egg. Because of his experience, expertise, and unique personal and professional perspective, Fritz is a sought after guest expert on radio and TV, and has been seen on major networks like FOX, ABC, NBC, CBS, and the CW. He has served over three thousand clients to date, helping them navigate the maze of retirement planning and secure their nest egg by helping them find safe money solutions that bypass market risks.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Albuquerque, NM area, Mark Nelson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.