Complete the form below to find Financial Planning Services in your area.
Start your Search for: Financial Planning Services
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Sample Listing of New Mexico, NM Financial Planners
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Yancy and Associates
2001 San Mateo Ne Albuquerque, NM
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As a Personal Financial Representative in Albuquerque, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping you prepare a strategy to achieve your financial goals. From your child’s education to your retirement, I can assist you with financial products that can help you build your financial future.
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Trusted Advisor
7301 Jefferson St NE, Suite D Albuquerque, NM
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Steven P. Margulin has a true passion for financial and life planning. His expertise goes beyond merely preparing financial plans, tax returns and picking investments. As a non-judgmental advisor, he will strive to add value to your life. He will help you gain the needed confidence to make the decisions necessary to continually progress toward achieving your personal and financial goals. As a life planner, one of Steven?s basic tenets is you should use your money to make a life, not use your life to make money. To that end, he will assist you in establishing financial goals that facilitate your life goals.
Your success, wealth, and peace of mind are Steven?s primary focus. He will encourage you to commit to the goals you set. One proven method he uses to do this is to have you delegate your financial details to him and his firm without giving up control of your money. This enables you to accomplish what is important, such as spending time on activities and people you enjoy.
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