EDWARD JONES INVESTMENTS - Becky Roh

Taos Financial Strategies is a financial services firm based in Taos, NM, specializing in providing comprehensive financial planning and investment management services to individuals and families. The company prides itself on offering personalized strategies tailored to each client's unique financial goals and objectives, helping them navigate the complexities of wealth management with confidence and peace of mind. Generated from their business information

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 tax-smart investor.

LPL Financial, situated in Santa Fe, NM, operates as an independent broker-dealer, presenting a diverse range of investment products and advisory services. Their focus lies in collaborating with financial advisors, institutions, and registered investment advisors (RIAs) to equip them with the essential resources and technological infrastructure required to offer tailored financial advice. By providing assistance in compliance oversight, practice management, and cutting-edge technology solutions, LPL Financial endeavors to enable advisors to engage with clients more effectively. Central to LPL Financial's mission is to boost financial advisors' productivity, precision, and autonomy within the intricate realm of financial services. With a commitment to enhancing advisors' operational efficiency, accuracy, and independence, they play a pivotal role in facilitating seamless client interactions and personalized financial guidance. Located in Santa Fe, this establishment stands as a key player in empowering advisors to navigate and excel in the dynamic landscape of wealth management. Generated using this brand's available information