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Over 1,406 reviews for
Santa Fe Financial Advisors from people just like you.

N
"
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended"
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.

-Edward S.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

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Financial Advising reviews in Santa Fe

A

Rating
Santa Fe Financial Advisors Provider Name Locked
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
Santa Fe Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Santa Fe Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Santa Fe Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Santa Fe Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Santa Fe Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Santa Fe Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Santa Fe Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Santa Fe Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Santa Fe Financial Advisors Provider Name Locked
, I was told that
Santa Fe Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Santa Fe Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Santa Fe Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Santa Fe Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Santa Fe Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Santa Fe Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Santa Fe Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Santa Fe Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Santa Fe Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Santa Fe Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Santa Fe Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Santa Fe Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Santa Fe Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Santa Fe Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Santa Fe Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Santa Fe Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Santa Fe Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Santa Fe Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Santa Fe Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.

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

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

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

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

Freyman CPA, P.C.

40 Exchange Place

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

LINSCO PRIVATE LEDGER FNCL SVC

900 CALLE VISTOSO
Santa Fe

Max Herrera Farm Bureau Finacial Services

2401 Cabezon Blvd. SE, Ste. 102
Rio Rancho

MORGAN STANLEY

130 LINCOLN AVE
Santa Fe

MORGAN STANLEY

949 W ALAMEDA ST
Santa Fe

NATURAL GAS PARTNERS

100 N GUADALUPE ST
Santa Fe

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

PATTILLO BROWN & HILL

6743 Academy Rd NE Ste B
Albuquerque

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

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

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