CLA (CliftonLarsonAllen)

Santa Fe, New Mexico

Oxford Wealth Advisors, LLC is an investment advisory firm in Santa Fe, New Mexico. The office has a wheelchair-accessible entrance.

Albuquerque, New Mexico

United Capital Financial Advisors is an investment advisory firm in Albuquerque, New Mexico. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Albuquerque, New Mexico

Wealth Management Legacy Planning Group is an Albuquerque-based financial advisory firm with over 32 years of combined experience serving individuals, families, and small business owners in the area. The firm offers financial planning, investment management, tax planning, estate planning, and retirement planning services, with a focus on integrating these disciplines into coordinated strategies. The team includes advisors Angelo Burns, Melinda Martinez, and Larisa Holiday, who are registered representatives. The firm serves clients including employees of regional institutions such as UNM, NMSU, Texas Tech, and UTEP.

Santa Fe, New Mexico

Independent RIA

Thornburg Investment Management® is an independent ria firm in Santa Fe, New Mexico. Services include Investment Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 9 Google reviews.