Investment Management Firms Las Cruces NM

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Donald K Shaw, CFP®
(575) 523-7444
2452 Missouri Ave
Las Cruces, NM
Firm
Kriegel/Gray/Shaw & Co., P.C. Certified Public Accountants
Areas of Specialization
Accounting, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Small Business Planning, Tax Planning

Data Provided by:
Mr. Frank D. Szalay, CFP®
(575) 526-9006
650 Montana Ave Ste I
Las Cruces, NM
Firm
Raymond James Financial Services, Inc.

Data Provided by:
Bryce Andersen, CFP®
(575) 521-5130
425 S Telshor Blvd Ste C101
Las Cruces, NM
Firm
Merrill Lynch Bank & Trust Co., Fsb
Areas of Specialization
Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Wells Fargo - South Main Mb
(575) 526-7214
600 S Main St
Las Cruces, NM
Type
Motor Bank
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Wells Fargo - Wal-Mart Las Cruces
(575) 526-1228
571 Walton Blvd
Las Cruces, NM
Type
In-Store Branch
Office Hours
Mon-Thu 10:00 AM-06:00 PM
Fri 10:00 AM-07:00 PM
Sat 10:00 AM-06:00 PM
Sun Closed

Mr. Carl R. Overmyer, CFP®
(575) 541-6501
340 N Water St
Las Cruces, NM
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Charles J. Wagner, CFP®
(505) 556-8514
2455 Missouri Ave Ste A
Las Cruces, NM
Firm
Wagner Financial Services, LLC

Data Provided by:
Mr. Brent A Lambert, CFP®
(575) 521-2355
3050 Roadrunner Pkwy
Las Cruces, NM
Firm
Morgan Stanley

Data Provided by:
Wells Fargo - Las Cruces El Paseo & University
(575) 527-0036
2505 El Paseo Rd
Las Cruces, NM
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Wells Fargo - North Main
(575) 523-3942
2400 N Main St
Las Cruces, NM
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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