Investment services in Albuquerque, NM

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Through my personal in home or phone coaching services, I help couples/ individuals/ small businesses understand how to create and maintain a practical and reasonable household/personal budget that truly works for them. I take into account their emotional, mental and financial issues and help them weave through the budgeting process as effectively and mindfully as possible.

Welcome to Merrill Lynch in Albuquerque, NM. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

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Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self-direct their Individual Retirement Account (IRA). Horizon Trust provides education on self-directing and custodial services to investors interested in diversifying their tax-sheltered portfolios beyond the limited options of publicly-traded investment products. Horizon Trust is a licensed and bonded trust company that provides clients with the opportunity to invest in a variety of investment vehicles, including non-publicly traded assets - expanding each client's investment possibilities well beyond traditionally accepted investments in the stock market. We are committed to offering clients the flexibility to select investments that complement their investment portfolio, while providing timely funding of investments, and superior customer satisfaction.

We work with Questar Capital an industry leading Broker/Dealer so that we can provide our clients with virtually every investment opportunity in the market place. Which means we can find the investment that can help you achieve your goals and objectives.

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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