Best Financial Advisors in Farmington, NM

“I call and my messages are returned in a timely manner and the questions are not only explained, but are explained in detail which allows me to make wise decisions where my finances are concerned.”

“The entire staff is great to work with and Gwen is so knowledgeable with so many tax changes every year.”

“Great people and they do a great job”

“We help clients identify and solve business problems. Seize opportunities. Design and implement sustainable solutions. Deliver lasting results. With nearly 40-years of business management and consulting experience, Chris Hunter and Cornerstone are we...”

“Our clientele is comprised of engaged individuals, companies, and institutions that desire to direct their financial assets for a uniquely designed purpose.”

“Investment Advisory Services Offered Through Iron River Capital LLC, A State Registered Investment Advisor, DBA Connolly Financial. Insurance Products Offered Through Connolly Financial LLC A Licensed Insurance Agency. Advice From Connolly Financial ...”

“Bryan and Stacy have done an amazing job of providing me insight into the markets and excellent client service while implementing a unique investment strategy that is different from anything I had ever heard of.”

“I needed to get in a SEP IRA contribution fast due to an approaching deadline and they were very swift in getting my account set up and funded appropriately.”

“I will review them in depth over the Weekend……but you are truly talented and have grasped our business very well! We may have you walk us through this Statement when we meet together next week (Craig may be in this meeting as well), but I am Very Imp...”

“They have saved me a lot of money and time with practical advice as well as knowing all the impacts of tax legislation.”

“His thorough approach to analyzing our financial situation provided us with a comprehensive understanding of our options as how to best plan for our future.”

“He has a great background and is truly there to help you plan for your future.”

“John Dugas offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco) under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insuran...”

“I can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.”

“We are a full service tax and financial planning CPA firm located in Denver and Durango, Colorado. Our firm, known as a leader among multi-office CPA firms in Colorado, provides tax preparation services, business consulting, financial planning, and p...”

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your goals and understand your tolerance for risk. Long-ter m relationships that e ncourage open and honest comm un...”

“At Durango Financial Planning, we work as a team to pursue your goals. It's never about our advisors, product sales, or bottom lines. It's about the financial planning process we take with you to ensure you live a life by design.”

“Answered my questions completely.”

“Everyone we have dealt with last year and this year have exceeded the tax preparers we have used in the past 3 years in knowledge, helpfulness and consideration.”