Santa Fe Financial Advising Articles

Sample Reviews

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.
A

Rating
Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
Santa Fe Financial Planners Provider Name Locked
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
Santa Fe Financial Planners Provider Name Locked
(aka Dr.
Santa Fe Financial Planners Provider Name Locked
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
Santa Fe Financial Planners Provider Name Locked
saying, "Help me
Santa Fe Financial Planners Provider Name Locked
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
Santa Fe Financial Planners Provider Name Locked
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
Santa Fe Financial Planners Provider Name Locked
, and will use him again in the future if I need to.

- Dianne H.
A

Rating
Santa Fe Financial Planners Provider Name Locked
8th 2014







Bottom-line,
Santa Fe Financial Planners Provider Name Locked
and
Santa Fe Financial Planners Provider Name Locked
made the process of restating our trust documents
Santa Fe Financial Planners Provider Name Locked
and very affordable.



We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
Santa Fe Financial Planners Provider Name Locked
made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.



Advanced
Santa Fe Financial Planners Provider Name Locked
isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with
Santa Fe Financial Planners Provider Name Locked
was a pleasure and one we recommend to anyone with a need for estate
Santa Fe Financial Planners Provider Name Locked
services and the documents it requires.
- MARYANNA W.
A

Rating
Mr.
Santa Fe Financial Planners Provider Name Locked
provided us with excellent professional service. He took the time to explore our claim, find the relevant paperwork, and explain the details of the situation. He went out of his way to insure that we understood what was required to solve the problem of the contested charges from the medical laboratory. He was dedicated to idea of solving this financial problem fairly for all parties. What a gentleman! The world needs more businessmen with his ethics and his class. May he live long and
Santa Fe Financial Planners Provider Name Locked
.
- Linda V.
A

Rating
Doc
Santa Fe Financial Planners Provider Name Locked
was delayed one week due car problems.
The next week he arrived when he said he would diagnosed and repaired the mower in about an hour.
He showed me exactly what was wrong and explained everything he had to do to get the mower working.

- Martin S.
A

Rating
From the first phone call to the appointment everything was great he was on time for the appointment and even called me during the period of us setting the appointment he always kept me informed of what was going on with my policy/account. I would recommend him to anyone who would like to sit down and be more financially independent.
- hector F.
A

Rating
My husband searched a long time for a financial adviser he could trust to manage our portfolio when he could no longer oversee it. He was afraid, since I have such a soft heart, that someone would take advantage of me.
He found that special person in
Santa Fe Financial Planners Provider Name Locked
Santa Fe Financial Planners Provider Name Locked
.
My husband was impressed with him when he handled our account at Fidelity. Then when he went out on his own, my husband tracked him down and engaged him to be our financial caretaker.
We have been working with
Santa Fe Financial Planners Provider Name Locked
since 2003. As I am a widow for some years now, the faith my husband put in
Santa Fe Financial Planners Provider Name Locked
was well-placed. The portfolio, although conservatively invested, has grown substantially.
I consider
Santa Fe Financial Planners Provider Name Locked
, not only wise and
Santa Fe Financial Planners Provider Name Locked
with my investments, but a good friend, concerned with my general well being also. He tells a really good joke, too!
- PEGGY B.
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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
We will help you develop a process to make sound financial decisions. we'll show you how to...

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
Direct business-to-consumer agency that provides insurance information to individuals,...

Allsup Inc

300 Allsup Pl
Belleville, IL
Additional phones - (866) 502-8372, (618) 234-8434, (800) 560-1410. additional fax - (618)...

Altenburg Asset Advisors, LLC

4600-B Montgomery Blvd. NE
Albuquerque, NM
Visit www.altenburgassetadvisors.com for details about us and our services

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ
Although new to angie's list, american federal has been a recognized leader in the mortgage...

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL
Financial and estate planning

Better Way Credit Card Processing Inc

Clarence Center, NY
Merchants that take credit cards are being charged compliance fees. there are 2 kinds....

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO
Boost credit 101 will help you improve your credit score by up to 150 points in as little as 2...

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD
National provider of debt management and credit services. see website for additional...

Common Wealth Investment LLC

PO Box 16010
Louisville, KY
Since 1970, frank d. hollan & associates has been assisting clients with diversified business...

Credit Repair Albuquerque

414 Central Ave SW
Albuquerque, Ne
To get any more information about company call us anytime of day.

Decisive Debt Consolidation

4715 Montgomery Boulevard Northeast
Albuquerque, Ne
Its very easy to place order via phone. we are available 24 hours 7 days a week.

Direct Tax

2446 Cerrillos Rd
Santa Fe, NM
Direct tax is a professional tax preparation and bookkeeping company in santa fe, nm. we will...

Downing ADR & Legal Services LLC

2074 Galisteo St. B5
Santa Fe, NM
Legal services by an attorney for alternative dispute...

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
Or mission is to get the most competitive rates available with all the major carriers...

High Desert Home Lending, LLC

6417 Pojoaque Dr NW
Albuquerque, NM
Full service mortgage lenidng, including fha, va, reverse mortgages, conventional lending and...

Howard Friedman

6501 Americas Pkwy NE
Albuquerque, NM
Howard friedman is a local financial professional and has been helping people achieve their...

iBank

3090F Pullman St
Costa Mesa, CA
Ibank.com is a matching platform for small business services. these include matching people in...

IDEAS LLC

3210 La Paz Ln
Santa Fe, NM
Additional phone - albuquerque: (505)-890 9649. additional email - pete@ideapete.com.

Insphere Insurance Solutions - Cody Randazzo

7150 E Camelback Rd, Ste 310
Scottsdale, AZ
Master benefits professional specializing in self-employed, small business, or...

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA
We are a tax resolution firm. all services are performed in house. staff includes cpa,...

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV
We are a small did mid-size firm we have 7 dedicated employees. we accept all forms of payment...

Kortright Partners Inc

2829 S 88th St
Omaha, NE
Enjoy your visit as you discover kortright partners and the potential we can provide you to...

leading Debt Consolidation

3131 Monroe St
Toledo, Oh
Call us now to place your order from local dealer.

LINSCO PRIVATE LEDGER FNCL SVC

900 CALLE VISTOSO
Santa Fe, NM

Lowell, Blake & Associates

141 Tremont Street
Boston, MA
Lowell, blake is an investment advisory firm helping individuals, families and non-profit...

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM
Flexible appointment hours.

Max Herrera Farm Bureau Finacial Services

2401 Cabezon Blvd. SE, Ste. 102
Rio Rancho, NM
Hello, my name is max herrera and i am an insurance agent/financial advisor with farm bureau...

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
Independent financial services firm that has a primary focus on safe and secure alternatives...

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA
We pride ourselves in aggressive credit repair. we don't want to drag out the process. we...

PASCUAL FAMILY INVESTMENTS INC

20 PAINTBRUSH CIR
Santa Fe, NM

PATTILLO BROWN & HILL

6743 Academy Rd NE Ste B
Albuquerque, NM
Pb&h is a full service cpa firm, offering extraordinary solutions for extraordinary clients....

S P Johnson Group

293 Mulberry St
Buffalo, NY
Sp johnson group operates as an independent insurance producer with licenses in several states...

Sandra Benson Bookkeeping

79 Camino Cerrado
Santa Fe, NM
Bookkeeping services for individuals and small businesses bookkeeping made easy----because...

Shannon Johnson Farmers Insurance

3809 Atrisco Dr. NW, Suite C
Albuquerque, NM
Whether you're looking for auto, homeowners, life, or speciality coverage, i will help you...

SMITH BARNEY

150 WASHINGTON AVE
Santa Fe, NM

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL
Https://myadvisorvideos.com/southern-trust/

Sunset Insurance Corp

1905 San Mateo Blvd NE
Albuquerque, NM
Progressive authorized agent sunset insurance is your local albuquerque insurance agency. we...

The Mutual Fund Store

6600 Indian School Rd NE
Albuquerque, NM
Additional dba - mutual funds store.

THORNBURG INVESTMENT MGMT

2300 N Ridgetop Rd
Santa Fe, NM

Turpen Consulting, LLC

4935 Fairfax NW
Albuquerque, NM
Turpen consulting, llc is a fee-only insurance consulting firm. we pride ourselves on decades...

United Gold Direct

2945 Townsgate Road
Westlake Village, CA
Gold-backed, ira retirement investments from united gold direct. as a national leader in...

Victor A. Montoya Insurance

PO Box 23053
Santa Fe, NM
Veteran owned business! fulltime student. i'm normally closed on sunday's however i will make...

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
We’re the financial planning and investment management firm that works for you it’s...

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