Wealth Management Firms Clovis NM

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Clovis, NM. We have compiled a list of businesses and services around Clovis, 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.

Wells Fargo - Clovis
(575) 763-5759
223 N Main St
Clovis, NM
Type
Branch
Office Hours
Mon-Fri 09:00 AM-05:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Bank of America
(505) 784-3351
71 S D.L. Ingram Blvd
Clovis, NM
Type
Banking Center

Sabato (Sam) DeLuca
Santa Fe Capital Management
(505) 820-1177
3600 Rodeo Lane, Suite B-2
Santa Fe, NM
Expertises
Women's Financial Planning Issues, Socially Responsible Investments, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Divorce Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

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

Bank of America - North Prince
(575) 769-2806
2720 N. Prince Street
Clovis, NM
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday 9-12
Sunday Closed
Drive Up Hours
Monday 8:30-5
Tuesday 8:30-5
Wednesday 8:30-5
Thursday 8:30-5
Friday 8:30-5
Saturday 9-12
Sunday Closed

Wells Fargo - Portales
(575) 356-6684
316 W 2Nd St
Portales, NM
Type
Branch
Office Hours
Mon-Fri 08:00 AM-05:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

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

Roger Asel
Certified Financial Strategies
(972) 702-8121
40 Calle Encanto
Tesuque, NM
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Alfred W. 'Chip' Stites Ii, CFP®
(505) 856-0350
6747 Academy Rd NE Ste D
Albuquerque, NM
Firm
WFG Investments, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Debt Management, Divorce Issues, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

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