Walton & Gallegos Financial Management - Ameriprise Financial Services

Over the past five years in the financial industry, Julian has crossed paths with many homebuyers – both first-timers and seasoned veterans – and still gets satisfaction from seeing them achieve their homeownership dreams. His priority is to keep his moral compass at the forefront of every transaction; this ensures that at the end of the day, he not only knows he helped someone, but he did it with integrity as well. Born and raised in Albuquerque, Julian enjoys spending time with his family or taking part in outdoor activities (like driving his Jeep or riding dirt bikes) when he’s not in the office. In fact, he is a member of the New Mexico Jeep Club. He is also involved with the Hemophilia Foundation of New Mexico, an organization that helps those affected by bleeding disorders. Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act. Branch License #41DBO-89755. Waterstone Mortgage Corporation (NMLS #186434) is headquartered in Pewaukee, Wisconsin, and is a wholly owned subsidiary of WaterStone Bank SSB (NASDAQ: WSBF). Equal Housing Lender. All loan requests are subject to credit approval and program guidelines. Information published on this site should not be construed as legal advice or credit counseling. Waterstone Mortgage Corporation is not a licensed real estate broker. Any advertisement on this page is an advertisement for real estate financing only and should not be construed as an advertisement for the sale of real estate. Disclosures & Licenses: https://www.waterstonemortgage.com/policies/disclosures-licenses General Disclaimer: https://www.waterstonemortgage.com/policies/general-disclaimer Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act. Branch License #41DBO-89060.

Welcome to Kathleen R Lane CPS we are a full service certified public accountants (CPA) office dedicated to the Small Business's and Individuals in Albuquerque New Mexico.We partner with our clients to tailor a plan for your business that meets your needs and drives toward business success. Please review our complete list of services:Accounting & Audit Services: Audits of corporate financial statements and ERISA audit of employee benefit plans Prepare compilation and reviews of financial statements Review of accounting systems Location of sources for financing Assisting in preparation of financial forecasts, projections, credit applications, and payroll processingTax Services: Personalized tax planning for owners, executives and their families Tax planning for businesses Estate planning Pension and profit-sharing planning (including deferredcompensation and welfare benefit plans) Planning for orderly succession of business ownership Preparation of all business and individual federal and state tax returnsCall Now to Schedule and AppointmentThank you, Kathleen R. Lane CPA

Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Davis Advisory Group, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that can contribute toward a secure future. We provide impeccable client service to help reduce taxes and preserve assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.