Mutual Funds in Bernalillo, NM

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1. Edward Jones - Financial Advisor: Lonnie A Brink

Edward Jones - Financial Advisor: Lonnie A Brink

4351 Jager Dr NE, Rio Rancho, NM 87144

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

3. Edward Jones - Financial Advisor: John Sweda

Edward Jones - Financial Advisor: John Sweda

4583 Corrales Rd, Corrales, NM 87048

CLOSED NOW:8:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

4. Brian Spinnato - Private Wealth Advisor, Ameriprise Financial Services

Brian Spinnato - Private Wealth Advisor, Ameriprise Financial Services

8204 Louisiana Blvd NE Ste B, Albuquerque, NM 87113

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

5. Christopher Guzman - Financial Advisor, Ameriprise Financial Services

Christopher Guzman - Financial Advisor, Ameriprise Financial Services

8204 Louisiana Blvd NE Ste B, Albuquerque, NM 87113

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

6. Meridian Wealth Advisors

Meridian Wealth Advisors

9400 Holly Ave NE Bldg 4, Albuquerque, NM 87122

CLOSED NOW:Closed

From Business: Expert guidance for your retirement planning and ongoing wealth management by a fee-only NAPFA-Registered Financial Advisor.

YP
19 Years
in Business

7. Prevender Financial Services

Prevender Financial Services

4801 Lang Ave NE Ste 110, Albuquerque, NM 87109

From Business: As an independent professional advisor, I can offer you a personalized financial strategy. Your individual portfolio will be based on your unique situation, your attitudes,…

10. Cetera Advisor Networks

Cetera Advisor Networks

11000 Spain Rd. NE Building E, Albuquerque, NM 87111

CLOSED NOW:Closed

From Business: Pavlos Panagopoulos has been a registered representative with Cetera Advisor Networks (formerly Financial Network) since 1986. He started the Panagopoulos Insurance Agency in…

11. Southwest Funding LP

Southwest Funding LP

6100 Seagull St NE Ste 205, Albuquerque, NM 87109

12. Edward Jones - Financial Advisor: Kirsten R Marino

Edward Jones - Financial Advisor: Kirsten R Marino

6500 Jefferson St NE Ste 130, Albuquerque, NM 87109

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

13. Edward Jones - Financial Advisor: Laura M Bunner

Edward Jones - Financial Advisor: Laura M Bunner

8901 Golf Course Rd NW, Albuquerque, NM 87114

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

14. Edward Jones - Financial Advisor: Dustin G Myers

Edward Jones - Financial Advisor: Dustin G Myers

7410 Montgomery Blvd NE Ste 103, Albuquerque, NM 87109

CLOSED NOW:8:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

15. Edward Jones - Financial Advisor: Alexis Bachicha

Edward Jones - Financial Advisor: Alexis Bachicha

3309 Juan Tabo Blvd NE Ste C, Albuquerque, NM 87111

CLOSED NOW:8:00 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

16. TIAA Financial Services

TIAA Financial Services

100 Sun Ave NE Ste 650, Albuquerque, NM 87109

From Business: Our wealth management advisors in TIAA’s Albuquerque, NM office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals.…

17. Trevor G Thomas - Financial Advisor, Ameriprise Financial Services

Trevor G Thomas - Financial Advisor, Ameriprise Financial Services

3850 Masthead St NE, Albuquerque, NM 87109

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Dylan Baxter - Private Wealth Advisor, Ameriprise Financial Services

Dylan Baxter - Private Wealth Advisor, Ameriprise Financial Services

3850 Masthead St NE, Albuquerque, NM 87109

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. Dona Lee Walton - Private Wealth Advisor, Ameriprise Financial Services

Dona Lee Walton - Private Wealth Advisor, Ameriprise Financial Services

6501 Wyoming Blvd NE Bldg E, Albuquerque, NM 87109

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Charles Stephen and Co., Inc.

Charles Stephen and Co., Inc.

5951 Jefferson St NE Ste D, Albuquerque, NM 87109

CLOSED NOW:8:00 am - 5:00 pm

From Business: Welcome to Charles Stephen & Company. Since 1983, Charles Stephen has developed a series of blueprints to coordinate financial strategies for a select group of families,…

YP
42 Years
in Business

21. Smith Wealth Management

Smith Wealth Management

6020 Academy Rd NE Ste 202, Albuquerque, NM 87109

CLOSED NOW:7:30 am - 5:00 pm

From Business: At Smith Wealth Management, our objective is to be our client?s primary source of advice for developing plans to help achieve financial goals. Accomplishing this objective…

22. Lifetime Retirement Strategies

Lifetime Retirement Strategies

4121 Eubank Blvd NE, Albuquerque, NM 87111

CLOSED NOW:Closed

From Business: Thank you for taking the time to drop by our website. My name is Ken Bowers and I've been an advisor for over 31 years in Albuquerque but, before I introduce my team, and how…

YP
19 Years
in Business

23. First Command District Advisor - Thomas Beuerman

First Command District Advisor - Thomas Beuerman

2901 Juan Tabo Blvd NE Ste 201, Albuquerque, NM 87112

CLOSED NOW:Closed

From Business: Thomas Beuerman joined First Command Financial Services as a Financial Advisor in November 2019, following a 11-year career in the United States US Navy, where he attained the…

24. Ted Duvall - Financial Advisor, Ameriprise Financial Services

Ted Duvall - Financial Advisor, Ameriprise Financial Services

8500 Menaul Blvd NE Ste A317, Albuquerque, NM 87112

CLOSED NOW:Closed

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Fidelity

Fidelity

2261 Q St NE Suite 2a, Albuquerque, NM 87110

CLOSED NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
60 Years
in Business

27. Morgan Stanley

Morgan Stanley

6701 Uptown Blvd NE, Albuquerque, NM 87110

YP
101 Years
in Business

30. Financial Engines Advisor Center

Financial Engines Advisor Center

6600 Indian School Rd NE Ste J, Albuquerque, NM 87110

CLOSED NOW:9:00 am - 5:00 pm

We found 32 results for Mutual Funds in or near Bernalillo, NM.They also appear in other related business categories including Investments, Investment Advisory Service, and Investment Management. 3 of these businesses have an A/A+ BBB rating.


The businesses listed also serve surrounding cities and neighborhoods including Uptown, Group Nine Industrial Park, and Academy Acres North. These businesses offer their services in one-or-more of the following languages: Greek, and Spanish.