Closed now
Open now
Ron Sklar & Associates is an independent fee based financial advisor. We are an office that specializes in active investment management and comprehensive financial strategies including estate, tax, and retirement planning. Our office has over 40 years of combined experience working with clients to develop long-term retirement plans, specializing in addressing the needs of individuals who work in medicine or higher education. We also have the expertise of a fully licensed staff. We are independent and fee based. This independence means we think differently. We always strive to select and choose the best and most suitable solutions from a variety of strategies for our clients based on our conversations and assessment of their future objectives. We formulate appropriate actions based on the right knowledge of our clients' situation, research on market conditions, and reflection on strategy. We have developed partnerships with top level research and investment managers. We are fiduciaries to our clients and thus, put purpose and our clients before self. We do not sell on commission or have the pressure of recommending certain products. We sit on the same side of the table as our clients. We are motivated by broader goals. Besides making money, we also try to help save you money by providing a comprehensive approach to investment, tax, insurance, & legal strategies.
Open now
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.
Open now
Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Davis Advisory Group, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that can contribute toward a secure future. We provide impeccable client service to help reduce taxes and preserve assets by utilizing numerous investment products and strategies, so we can help protect our client's lifestyle for a lifetime.
As a Personal Financial Representative in Albuquerque, Ive gotten to know many local families. I understand that when it comes to preparing for your financial future, each persons needs are unique. Thats why when you contact me at my Albuquerque office, youll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.
Open now
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.
