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Located in Santa Fe, NM, Raymond James Financial Services is a distinguished financial institution that specializes in offering personalized wealth management services and investment solutions. Catering to a diverse clientele including individuals, businesses, and municipalities, they excel in providing comprehensive financial planning, portfolio advisory strategies, and specialized assistance tailored to each client's unique objectives. Boasting decades of industry expertise, Raymond James stands out for their commitment to guiding clients through intricate financial landscapes with meticulous analysis and individualized care. At Raymond James, prudent risk management is at the core of their approach, allowing clients to explore opportunities for growth, safeguard their assets, and effectively transfer wealth. With a global presence and a strong community-centric ethos, the company is dedicated to delivering attentive, purposeful, and objective-driven financial solutions. Their focus on offering meaningful guidance and objective-based strategies underscores their dedication to empowering clients to achieve their financial goals with confidence and clarity. Generated using this brand's available information

LongView Asset Management LLC is a Registered Investment Advisor and financial planner located in historic downtown Santa Fe, NM. With over two decades of experience, they specialize in helping clients align their investments with their values, focusing on positive change and sustainability. As a pioneer in the sustainable investing movement, LongView is committed to considering the impact of their decisions on workers, suppliers, clients, community, and the environment, making them the first Registered Investment Advisor in their state to become a Certified B Corporation. LongView's client portfolios include ETFs and mutual funds that employ diverse approaches to responsible investing, such as applying screens for environmental, social, and governance criteria, and evaluating potential impact investing and shareholder activism. They believe in using money as a force for positive societal and economic change, and prioritize the health of the planet and the well-being of future generations. With a focus on ESG metrics and a commitment to putting clients' best interests first, LongView Asset Management is dedicated to helping individuals and institutions achieve their financial goals while making a difference.Generated from the website

Raymond James Financial Services in Santa Fe, NM is a global financial firm offering trusted advice and tailored strategies for individuals and institutions. Their advisors focus on understanding each client's unique complexities to provide comprehensive financial solutions. From retirement planning to estate management, Raymond James aims to support clients at every stage of life with a range of services and resources to help them achieve their financial goals. Generated from the website