Cetera Advisor Networks

TIAA Wealth Management, with a single office located in Albuquerque, NM, is part of a larger network of 136 TIAA offices across the United States, offering a range of advisory services provided by Advice Planning Services, a division of TIAA-CREF Individual Institutional Services LLC. This organization specializes in investment insurance and annuity products, as well as various financial solutions tailored for individual and institutional clients. As a registered investment advisor, TIAA Wealth Management emphasizes transparency and responsibility, ensuring that clients are informed about the nature of their financial products, which may carry risks and are not FDIC insured. The firm is committed to delivering comprehensive support while advising clients to consult their legal or tax advisors for personalized guidance. Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Albuquerque is here for you, serving the areas of Albuquerque, Santa Fe and Rio Rancho. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Morgan Stanley is one of the leading global financial services firms with a location in Albuquerque, N.M. The firm provides a wide range of investment banking, securities, investment management and wealth management services. It serves a variety of clients, including corporations, governments, institutions and individuals. The firm s mergers and acquisitions team specializes in domestic and international transactions, including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, recapitalizations, exchange offers, leveraged buyouts and takeover defenses. It also offers a wide range of products, such as annuities, insurance plans, credit programs and other lending products. Established in 1935, the firm operates through more than 600 offices in over 30 countries throughout the world.