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John Moore & Associates is a financial planning company based in Albuquerque, NM, dedicated to helping clients grow their wealth while also investing in their personal values and character. With a focus on wealth transfer planning and charitable giving strategies, they aim to prepare future generations to manage assets wisely and make a positive impact on the world. Since 2012, John Moore & Associates has facilitated over $45 million in charitable donations from their clients to local and national non-profits, emphasizing the importance of financial freedom that benefits both individuals and the community. Their commitment to holistic wealth management goes beyond monetary gains, prioritizing values such as generosity, family, and personal fulfillment.Generated from the website

Wells Fargo Advisors in Albuquerque, NM is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advice and services to help individuals and businesses navigate the complexities of the financial market. With a team of experienced Financial Advisors, including Joseph Coca, Robert Dexel, Christopher Enright, and others, they strive to assist clients in achieving their financial goals while managing investment risks. Wells Fargo Advisors is committed to providing personalized solutions and maintaining the highest standards of privacy and security for their clients.Generated from the website

Cloak & Co, located in Albuquerque, NM, specializes in providing comprehensive financial security and healthcare solutions tailored to individual needs. Their services include personalized financial planning, investment strategies, and assistance with health insurance and Medicare options. Dedicated to building lasting relationships based on trust and integrity, Cloak & Co aims to empower clients through expert guidance and exceptional service. Their team is committed to helping clients navigate the complexities of financial planning and healthcare, ensuring peace of mind for a secure future. Generated from the website