Wealth Management Firms Albuquerque NM

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Albuquerque, NM. We have compiled a list of businesses and services around Albuquerque, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Garth Scrivner
StanCorp Investment Advisers, Inc.
(505) 298-1098
6000 Uptown Blvd NE, Suite 470
Albuquerque, NM
Expertises
Advising Medical Professionals, High Net Worth Client Needs, Insurance Related Issues, including Annuities, Middle Income Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, BA, CDFA, CFP®, CPA/PFS

Donna Skeels Cygan
Sage Future Financial, LLC
(505) 298-4040
4800 Juan Tabo NE, Suite D
Albuquerque, NM
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, College/Education Planning, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ms. Karen A. Seitz, CFP®
(505) 875-6210
6565 Americas Pkwy NE Ste 400
Albuquerque, NM
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Estate Planning, Investment Planning, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Jay F. Livingston, CFP®
(505) 880-2075
6565 Americas Pkwy NE Ste 500
Albuquerque, NM
Firm
New York Life

Data Provided By:
Ms. Susan M. Cyberski, CFP®
(505) 293-1923
6100 Uptown Blvd NE
Albuquerque, NM
Firm
FInancial Network Investment Corp.
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Stephen Madeyski
Stephen Madeyski Financial Planning
(505) 798-9496
7112 Cindy NE
Albuquerque, NM
Expertises
Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Middle Income Client Needs, Women's Financial Planning Issues, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ms. Kathleen M. Winslow, CFP®
(505) 880-1646
2201 San Pedro Dr NE Bldg 25
Albuquerque, NM
Firm
Winslow Wood & Associates LLC
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. John C. Carroll, CFP®
(505) 872-7305
6565 Americas Pkwy NE Ste 400
Albuquerque, NM
Firm
Morgan Stanley Wealth Management

Data Provided By:
Mr. Lee E. Munson, CFP®
(505) 884-3445
2500 Louisiana Blvd NE Ste 508
Albuquerque, NM
Firm
Portfolio, LLC
Areas of Specialization
Investment Management, Life Planning, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Ms. Virginia M.K. Stanley, CFP®
(505) 998-3216
PO Box 26718
Albuquerque, NM
Firm
REDW Stanley Financial Advisor
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874