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Best Financial Advisors in Santa Fe

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150 Washington Avenue Suite 201, Santa Fe, NM 87501
Santa Fe, NM 87501
  • Tax Planning
  • Tax Preparation
  • Retirement Planning

Located in Albuquerque, Jon Bell CPA & Associates caters to clients throughout Santa Fe. It deals with financial planning and advises individuals on areas related to retirement funding. The company also handles tax planning and identifies tax credits or deductions to help lower its clients' payment obligations. It has experience assisting a wide range of people, from eye doctors and dermatologists to veterinarians and dentists. Its founder, Jon Bell, serves as a member of the New Mexico Society of CPAs.

150 Washington Avenue Suite 201, Santa Fe, NM 87501
Santa Fe, NM 87501

Website(505) 675-4475

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

58 (Best)

Score Consistency:

Consistent (Best)

9400 Holly Ave NE, Bldg 4, Albuquerque, NM 87122
Albuquerque, NM 87122
  • Insurance Products
  • Financial Planning

Legacy Financial Group serves clients in Santa Fe. With over $155 million in managed assets, the company offers personal value-based financial planning that includes asset management and education and retirement planning. It also provides insurance, tax, accounting, employee benefit, and investment advisory services through Voya Financial Advisors. Legacy Financial Group aims to provide risk management plans and to create long-term assets for its clients with a belief that it is essential to understand and guide people's financial conditions to reap future benefits.

9400 Holly Ave NE, Bldg 4, Albuquerque, NM 87122
Albuquerque, NM 87122

Website(505) 839-0224

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6100 Uptown Blvd, Suite 540, Albuquerque, NM 87110
Albuquerque, NM 87110
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning
  • Chartered Financial Analyst (CFA)

Portfolio Wealth Advisors offers investment management and comprehensive financial planning services to clients in Santa Fe. It assists clients in saving for a retirement that fits their lifestyles, develops wealth-building strategies, provides estate and tax plans, and customizes financial programs for their specific financial goals. Lee Munson, the company's founder, is a Chartered Financial Analyst and Certified Financial Planner. He is frequently invited by CNBC, CNN, and Fox Business as an expert financial market analyst.

6100 Uptown Blvd, Suite 540, Albuquerque, NM 87110
Albuquerque, NM 87110

Website(505) 884-3445

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2006 Botulph Rd, Suite #118/119/120, Santa Fe, NM 87505
Santa Fe, NM 87505
  • Estate Planning

Schwab Branch, Santa Fe is a firm that provides individualized financial assistance for individuals and families. It comprises financial advisors who offer a wide range of services, including wealth management, retirement preparation, investment guidance, and portfolio management. The team delivers financial advice and service based on clients' goals, assisting in complex planning and financial needs, including estate, trust, and fixed income. In addition, they have a range of investment products, such as ETFs, mutual funds, cash solutions, cryptocurrency, and money market funds.

2006 Botulph Rd, Suite #118/119/120, Santa Fe, NM 87505
Santa Fe, NM 87505

Website(505) 878-1320

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2218 Old Arroyo Chamiso, Santa Fe, NM 87505
Santa Fe, NM 87505
  • Estate Planning
  • Certified Financial Planner (CFP)

The Rikoon Group is an investment advisory firm serving the Sante Fe metro and nearby areas. It caters to individuals, families, business owners, and non-profit organizations. The company provides an array of services, including estate planning assistance, customized portfolio management, and cash spending analysis. Its financial advisors also handle multi-generational counseling, business consulting, income tax and insurance review, and property management. The Rikoon Group has been delivering personalized investment and financial planning solutions since 1982.

2218 Old Arroyo Chamiso, Santa Fe, NM 87505
Santa Fe, NM 87505

Website(505) 989-3581

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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