Best Financial Advisors in Farmington, NM

The highest-rated Financial Planning & Wealth Management companies out of 200 vetted & reviewed in the Farmington area.

Risley CPA

Risley CPA

(5)
“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.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2009
Offers Financing Options
2705 Rabbitbrush Dr, Farmington, NM
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Gwen L Alston CPA

Gwen L Alston CPA

(2)
Business Services, Industries, Tax Services
“The entire staff is great to work with and Gwen is so knowledgeable with so many tax changes every year.”
Transparent Fees & Pricing
In Business Since 2020
411 N Auburn Ave, Farmington, NM
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Solga & Jakino, PA

Solga & Jakino, PA

(1)
IRS Payment Plan, Buy Quickbooks and Save, Payroll
“Great people and they do a great job”
Offers Financing Options
In Business Since 1992
901 N Tucker Ave, Farmington, NM
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Cornerstone Business Solutions

Cornerstone Business Solutions

Digital Data Dashboards, Business Diagnostics
“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...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2001
Family Business
614 E Diamond St, Farmington, NM
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The Accounting Firm

The Accounting Firm

“At The Accounting Firm Inc., we've been serving the accounting needs of Farmington, NM and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2012
3300 N Butler Ave, Farmington, NM
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Connolly Financial

Connolly Financial

“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 ...”
In Business Since 2011
108 N Behrend Ave suite k, Farmington, NM
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The Bearden Group

The Bearden Group

(1)
Insurance Strategies Button, Legacy Planning Button, Retirement Income Planning Button
“Gave great ideas on how to invest!”
Emergency Services
In Business Since 2020
Farmington, NM
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Hegarty Market Logic

Hegarty Market Logic

(1)
Tell A Friend, Social Security Reviews
“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.”
Transparent Fees & Pricing
In Business Since 2011
Serving Farmington Area
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Jvf Financial Services

Jvf Financial Services

(1)
“Highly recommend if you're looking for services!”
Free Initial Consultation
In Business Since 2021
Serving Farmington Area
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Clements Group

Clements Group

(10)
  • Knowledge
  • Retirement
“If you want a human to explain all of the ins and outs of financial planning and not a stuck up stuffy shirt Bill at the Clements Group is who you need to see.”
Transparent Fees & Pricing
In Business Since 2022
Serving Farmington Area
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Priority Financial Partners

Priority Financial Partners

(2)
“My wife and I had been searching for an intelligent, ethical and independent financial advisor for years.”
In Business Since 2012
Serving Farmington Area
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Evergreen Wealth Advisors

Evergreen Wealth Advisors

(1)
“He has a great background and is truly there to help you plan for your future.”
Licensed
In Business Since 2012
Serving Farmington Area
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Beekmann Financial Group

Beekmann Financial Group

(1)
“The tax season is not easy for many of us, but when we can count on the folks at Beekmann Financial, we are easily able to do the right thing without tearing our hair out!”
Transparent Fees & Pricing
In Business Since 2019
Serving Farmington Area
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Swan Global Investments

Swan Global Investments

(1)
“Sharp traders and strategists!”
In Business Since 2014
Serving Farmington Area
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Intelligent Investment Management

Intelligent Investment Management

“We listen to clients as we formulate their portfolio so that it can be designed to meet each client's unique long-term goals and objectives. We know how hard you have worked to accumulate the money that we are entrusted to manage. We also know that f...”
Family Business
In Business Since 2008
Serving Farmington Area
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McCannon Tyler & Associates

McCannon Tyler & Associates

“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...”
Offers Financing Options
In Business Since 2010
Serving Farmington Area
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Durango Financial Planning

Durango Financial Planning

Bill of Rights
“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.”
In Business Since 2019
Serving Farmington Area
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Oxford Financial Planners

Oxford Financial Planners

“Steve is a geophysicist, a golfer, a ski instructor, a CFP® Professional, and Investment Advisor Representative. His 35+ years of investment and experience in the petroleum and IT field means he's a bit of a chameleon, ready to change and adapt to th...”
Free Initial Consultation
In Business Since 2018
Serving Farmington Area
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Morgan Rosel Wealth Management

Morgan Rosel Wealth Management

(16)
  • Savings
  • Portfolio
  • Team
“From strategic planning for a sale of a business to investment advice to tax planning to generational gifting, the team at Morgan Rosel has been thoughtful, responsive and extremely thorough in their efforts to protect and grow our assets.”
In Business Since 2017
1805 Shea Center Dr Suite 420, Highlands Ranch, CO
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Wilbanks Wealth Management Group

Wilbanks Wealth Management Group

(4)
Planning For Retirement, Iras
“Wilbanks Wealth Management Group has handled my retirement accounts for nearly 10 years in a most professional manner.”
In Business Since 2020
Serving Farmington Area
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FFG

FFG

(19)
Financial Services, Subscribe, Events
“He is very patient with all of your questions regarding your future, he explains everything thoroughly and makes very important decisions easy to understand as you work through your options.”
Licensed, BBB Rating: A+
Accepts Debit, Cash
In Business Since 2005
10 Inverness Dr E Ste 229, Centennial, CO
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Erickson Brown & Kloster

Erickson Brown & Kloster

(29)
Business Services, Tax Services, Services For Individuals
“I can email or call, and it shocks me that she never fails to get back promptly, she works endless hours during tax season, dispenses accurate and invaluable financial advise and was a touchstone of level headed, best case/worse case advise during tw...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1998
4565 Hilton Pkwy, Colorado Springs, CO
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Gregory Accounting & Tax Services

Gregory Accounting & Tax Services

(8)
Offer In Compromise, Buy Quickbooks and Save, Payroll
“If you are a small business owner, who haas been sticking your head in the sand instead of dealing with your tax problems, I would highly recommend seeing Hayden.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2002
Offers Financing Options
631 N Weber St UNIT 220, Colorado Springs, CO
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Cloutte & Associates

Cloutte & Associates

(2)
Cash Flow Management, Bank Financing, New Business Formation
“Amazing group of professionals and a great resource when you need the your taxes done right!”
CPA Certified
Transparent Fees & Pricing
In Business Since 2003
Offers Financing Options
620 S Cascade Ave # 300, Colorado Springs, CO
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Retirement Planning and Investment Management Services in Farmington, NM Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 407 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 407 cost profiles.

Why these companies made our list

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