Investment Services Alamogordo NM

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Alamogordo. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Ken Creek (RFC®), MBA
(505) 471-6911
7202 Ave. El Nido
Santa Fe, NM
Company
Santa Fe Financial Advisory
Qualifications
Education: U of MO marketing researchU of Denver - graduate degree in business
Years of Experience: 17
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Charitable Foundations

Data Provided by:
Max Leach (RFC®), CLU, RFP
(505) 344-2255
10308 Candelaria NE #345
Albuquerque, NM
Qualifications
Education: BS
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, BuySell, LiabCover, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 767-6201
4801 N.Butler, Suite 14101
Farmington, NM
 
Morgan Stanley
(800) 545-2092
150 Washington Ave Suite 301
Santa Fe, NM
 
Smith Wealth Management / LPL Financial
(505) 856-9237
6020 Academy Road Suite 202
Albuquerque, NM
 
Mr. Gerard W. De Long (RFC®), CSA
(505) 521-4434
1801 Pinehurst
Las Cruces, NM
Company
Las Cruces Investment Center
Qualifications
Education: BS - Aerospace Engineering, MS - Aerospace Engineering
Years of Experience: 38
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 776-5973
6701 Uptown Blvd Northeast
Albuquerque, NM
 
Morgan Stanley
(800) 669-9176
3050 Roadrunner Pkwy, Ste B
Las Cruces, NM
 
The Corporate Forum, LLC
(505) 385-1097
14001 Oak Butte Rd NE
Albuquerque, NM
Prices and/or Promotions
Discount Pricing

Edward Jones
(888) 891-1467
555 Oppenheimer Dr # 206
Los Alamos, NM

Data Provided by:
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Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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