Sandia Vista Group - Morgan Stanley

TIAA’s Albuquerque, NM location is a satellite office staffed with a team of wealth management advisors who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions...

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.

Guiding clients through the planning process and investment strategy at the intersection of what matters and what we can control.