Our team is committed to community growth and enrichment by providing our clients with suitable investment solutions. We are constantly working together to help our clients take control of their financial portfolios and to pursue a positive return. It is important that our clients always have current information on their accounts. Clients have access to their financial data with daily updates and the ability to make their own updates to their financial plans through a user friendly site. We offer two convenient locations in the Albuquerque and Belen area, as well as several other options for busier or our out-of-state clients.
We are dedicated financial professionals who are affiliated with one of the Nation’s best known and well respected independent advisory firms founded in 1984. This relationship allows us to remain independent in advising our clients, friends and families free from outside influences but with a partner who possesses the financial strength of a national firm and the presence to deliver the financial vehicles which have been vetted through a ongoing compliance review.
Cetera Financial Group is one of the nation’s largest families of independently managed firms, and is the cornerstone of the retail advice division, while focusing on serving the needs of investors with best-in-class solutions. Cetera Financial Group provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology for more than 9,700 independent financial professionals and more than 500 financial institutions nationwide.