Santa Fe Financial Advisors

in Santa Fe, NM

54
Financial Planners are
in Santa Fe

4
Financial Planners in Santa Fe
are top rated

A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.
A
Rated by
Susan R.
"I have worked with
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs." He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
A
Rated by
Ryan W.
"
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
provided the information" I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.

Santa Fe Financial Planners

Santa Fe, NM

54
Financial Plannersare in Santa Fe

4
Santa Fe Financial Planners are TOP RATED

Santa Fe Financial Advising Articles

Financial Advising reviews in Santa Fe

F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Santa Fe Financial Planners Provider Name Locked
,
Santa Fe Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Santa Fe Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Santa Fe Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Santa Fe Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Santa Fe Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Santa Fe Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Santa Fe Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Santa Fe Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Santa Fe Financial Planners Provider Name Locked
notified me that since
Santa Fe Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Santa Fe Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Santa Fe Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Santa Fe Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Santa Fe Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Santa Fe Financial Planners Provider Name Locked
. (
Santa Fe Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Santa Fe Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Santa Fe Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Santa Fe Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
Santa Fe Financial Planners Provider Name Locked
,
Santa Fe Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

Rating
It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Santa Fe Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
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All Financial Planners 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!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

A G EDWARDS & SONS INC

210 MONTEZUMA AVE
Santa Fe, NM

ABUNDANT LIFE FINANCIAL COACHING

4001 MILAGRO ORO
Santa Fe, NM

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

Altenburg Asset Advisors, LLC

4600-B Montgomery Blvd. NE
Albuquerque, NM

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Credit Repair Albuquerque

414 Central Ave SW
Albuquerque, Ne

Decisive Debt Consolidation

4715 Montgomery Boulevard Northeast
Albuquerque, Ne

Direct Tax

2446 Cerrillos Rd
Santa Fe, NM

Downing ADR & Legal Services LLC

2074 Galisteo St. B5
Santa Fe, NM

EDWARD JONES

141 PASEO DE PERALTA
Santa Fe, NM

EDWARD JONES

2801 RODEO RD
Santa Fe, NM

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

High Desert Home Lending, LLC

6417 Pojoaque Dr NW
Albuquerque, NM

Howard Friedman

6501 Americas Pkwy NE
Albuquerque, NM

iBank

3090F Pullman St
Costa Mesa, CA

IDEAS LLC

3210 La Paz Ln
Santa Fe, NM

Insphere Insurance Solutions - Cody Randazzo

7150 E Camelback Rd, Ste 310
Scottsdale, AZ

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Kortright Partners Inc

2829 S 88th St
Omaha, NE

leading Debt Consolidation

3131 Monroe St
Toledo, Oh

LINSCO PRIVATE LEDGER FNCL SVC

900 CALLE VISTOSO
Santa Fe, NM

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Max Herrera Farm Bureau Finacial Services

2401 Cabezon Blvd. SE, Ste. 102
Rio Rancho, NM

MORGAN STANLEY

130 LINCOLN AVE
Santa Fe, NM

MORGAN STANLEY

949 W ALAMEDA ST
Santa Fe, NM

NATURAL GAS PARTNERS

100 N GUADALUPE ST
Santa Fe, NM

Oxford Wealth Advisors, LLC

481 Quantum Road NE
Rio Rancho, NM

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

PASCUAL FAMILY INVESTMENTS INC

20 PAINTBRUSH CIR
Santa Fe, NM

PATTILLO BROWN & HILL

6743 Academy Rd NE Ste B
Albuquerque, NM

S P Johnson Group

293 Mulberry St
Buffalo, NY

Sandra Benson Bookkeeping

79 Camino Cerrado
Santa Fe, NM

Shannon Johnson Farmers Insurance

3809 Atrisco Dr. NW, Suite C
Albuquerque, NM

SMITH BARNEY

150 WASHINGTON AVE
Santa Fe, NM

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

Sunset Insurance Corp

1905 San Mateo Blvd NE
Albuquerque, NM

The Mutual Fund Store

6600 Indian School Rd NE
Albuquerque, NM

THORNBURG INVESTMENT MGMT

2300 N Ridgetop Rd
Santa Fe, NM

Turpen Consulting, LLC

4935 Fairfax NW
Albuquerque, NM

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

Victor A. Montoya Insurance

PO Box 23053
Santa Fe, NM

WACHOVIA SECURITIES

121 SANDOVAL ST
Santa Fe, NM

WELLS FARGO INVESTMENTS

770 SAINT MICHAELS DR
Santa Fe, NM

WOLF INTERNATIONAL ADVISORS

1660 OLD PECOS TRL
Santa Fe, NM

Zia Financial Group

460 Saint Michaels Dr Ste 603
Santa Fe, NM

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