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Over 1,499 reviews for
Santa Fe Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

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"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Santa Fe

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

piggy bank full of coins

You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

wad of cash

Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

Angie's Answers

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Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

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Financial Advising reviews in Santa Fe

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Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
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Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
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Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Santa Fe, NM

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

210 MONTEZUMA AVE
Santa Fe

A-1 Bail Bonding

1028 6th St NW
Albuquerque

Accelerated Benefits

5880 Venture Drive

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Alpha Omegal Total Asset Protection, LLC

13461 Desert Hills Pl NE
Albuquerque

Altenburg Asset Advisors, LLC

4600-B Montgomery Blvd. NE
Albuquerque

BetaFrontier, LLC

858 North Franklin St

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Carter & Valle Law Firm, P.C.

8012 Pennsylvania Circle, N.E.
Albuquerque

Clark Financial Services, LLC

6747 Academy Road NE
Albuquerque

Credit Repair Albuquerque

414 Central Ave SW

Debt Reduction Services

6213 N Cloverdale Rd #100

Decisive Debt Consolidation

4715 Montgomery Boulevard Northeast

Direct Tax

2446 Cerrillos Rd
Santa Fe

Downing ADR & Legal Services LLC

2074 Galisteo St. B5
Santa Fe

EDWARD JONES

141 PASEO DE PERALTA
Santa Fe

EDWARD JONES

2801 RODEO RD
Santa Fe

F.A.T. Freedom

4/41 Meinzinger Ave.

fractal profile wealth management

4801 lang ave
Albuquerque

Freyman CPA, P.C.

57 Washington Ave

Gwyther & Holt Investment Advisors

6100 Uptown Blvd NE suite 510
Albuquerque

High Desert Home Lending, LLC

6417 Pojoaque Dr NW
Albuquerque

iBank

3090F Pullman St

IDEAS LLC

3210 La Paz Ln
Santa Fe

IRS Tax Help Team

1201 S Beach Blvd

Kortright Partners Inc

7685 Hickory St

Law Office Of George "Dave" Giddens PC

10400 Academy Rd NE Suite 350
Albuquerque

Lendinero

848 Brickell Ave 603

LINSCO PRIVATE LEDGER FNCL SVC

900 CALLE VISTOSO
Santa Fe

Lost Angels International, Inc.

1170 Peachtree Street NE

Max Herrera Farm Bureau Finacial Services

2401 Cabezon Blvd. SE, Ste. 102
Rio Rancho

Meridian Wealth Advisors, LLC

9400 Holly Ave NE Bldg 4
Albuquerque

MORGAN STANLEY

130 LINCOLN AVE
Santa Fe

MORGAN STANLEY

949 W ALAMEDA ST
Santa Fe

NATURAL GAS PARTNERS

100 N GUADALUPE ST
Santa Fe

new mexico annuities

4801 lang ave
Albuquerque

Organic Innovations Inc

2324 Bartolo Ave Sw
Albuquerque

OXFORD WEALTH ADVISORS, LLC

481 Quantum Road NE
Rio Rancho

PASCUAL FAMILY INVESTMENTS INC

20 PAINTBRUSH CIR
Santa Fe

Quickens Group

4559 Reel Avenue
Santa Fe

Sandra Benson Bookkeeping

79 Camino Cerrado
Santa Fe

Shannon Johnson Farmers Insurance

3809 Atrisco Dr. NW, Suite C
Albuquerque

SMITH BARNEY

150 WASHINGTON AVE
Santa Fe

Sunset Insurance Corp

1905 San Mateo Blvd NE
Albuquerque

The Mutual Fund Store

6600 Indian School Rd NE
Albuquerque

The Mutual Fund Store

422 Medico Lane, Suite B
Santa Fe

THORNBURG INVESTMENT MGMT

2300 N Ridgetop Rd
Santa Fe

Turpen Consulting, LLC

4935 Fairfax NW
Albuquerque

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

Victor A. Montoya Insurance

PO Box 23053
Santa Fe

VNMutual Solutions Inc

1 Lincoln Centre

WACHOVIA SECURITIES

121 SANDOVAL ST
Santa Fe

WELLS FARGO INVESTMENTS

770 SAINT MICHAELS DR
Santa Fe

Winslow Wood & Associates

2201 San Pedro NE, Bldg 25
Albuquerque

WOLF INTERNATIONAL ADVISORS

1660 OLD PECOS TRL
Santa Fe

Zia Trust Inc

613 Old Santa Fe Trail
Santa Fe

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