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To view Las Cruces area information on professional services, select the appropriate category from the menu below:
Las Cruces has many local and nationwide investment and estate planning companies. Investment planning is processing and deciding how to invest current and future assets from your financial goals, thoughts on risk, and your current financial and tax status. Most services include planning and developing strategies that deal with investment portfolios, asset allocation, stocks, bonds, taxes, and mutual funds. These all have to do with preparing for the future whether t is retirement or setting up a college fund for your children. Another form of financial planning is Estate Planning - Estate planning is deciding the arrangement of current assets to the chosen beneficiary in the event of someone’s physical or mental disability, usually in the case of someone passing away. Most estate planning includes preparing a will, setting up trusts, establishing the power of attorney, and planning to for taxes.
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| RECOMMENDED LAS CRUCES INVESTMENT PLANNING |
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Edward Jones
Kandy Jones
1717 E University Ave
Las Cruces, NM 88001
575-532-2015
www.edwardjones.com |
| Edward Jones is global company that has several financial advisors in Las Cruces. Services include Retirement Planning, Education Planning, Estate Plans and Trusts, Accounts Services and tools, Investments, Saving / spending / borrowing ideas, Insurance and other Services. |
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Kriegel, Gray, Shaw & Co.
2452 Missouri Ave.
Las Cruces, NM 88001
575-523-7444
www.kriegelcpa.com |
| Dedicated to maintaining long-lasting business relationships by providing financial planning services, investment consulting, analysis and asset allocation, retirement planning, estate / business succession planning, insurance, tax planning / return preparation. |
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Beasley, Mitchell & Co.
509 S Main St Ste A
Las Cruces, NM 88004
575-528-6700
www.bmc-cpa.com |
| Our experienced & professional team of CPA’s will provide exceptional quality client service in accounting & auditing, tax preparation & planning, prime care, estate & trust, business consulting, business management, bookkeeping & IT services. |
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A.G. Edwards
Wachovia Securities
505 S Main St Ste 126
Las Cruces, NM 88001
575-523-2551
www.wachoviasecurities.com |
| Wachovia Securities Financial Advisors can provide a full range of financial products and services, from selecting individual investments to developing a retirement plan. No product sales quotas, means we're free to recommend the most suitable products and services for you. |
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Zia Trust Inc.
4131 Camino Coyote Ste A
Las Cruces, NM 88011
575-522-3448
www.ziatrust.com |
| Zia Trust Inc. is the premier full service trust provider in the Southwest providing full investment and assets management. Also offering consulting on social security, life cycle planning, time value of money and establishing a will. |
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INVESTMENT PLANNING
A.G. Edwards - Wachovia Securities
505 S Main St Ste 126
Las Cruces, NM 88001
575-523-2551
www.wachoviasecurities.com
Beasley, Mitchell & Co
Certified Public Accountants
509 S Main St Ste A
Las Cruces, NM 88004
575-528-6700
www.bmc-cpa.com
Edward Jones
Kandy Jones
1717 E University Ave
Las Cruces, NM 88001
575-532-2015
www.edwardjones.com
Farm Bureau Financial Services
John H. Schwebke, ChFC CLU
Joshua K. Gomez
600 South Valley Dr.
Las Cruces, NM 88005
575-525-8643
johnschwebke.fbfs.com
joshuagomez.fbfs.com
Kriegel, Gray, Shaw & Co., P.C.
2452 Missouri Ave.
Las Cruces, NM 88001
575-523-7444
www.kriegelcpa.com
Zia Trust Inc.
4131 Camino Coyote Ste A
Las Cruces, NM 88011
575-522-3448
www.ziatrust.com
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4 Bar Co.
1140 E Idaho Ave.
Las Cruces, NM 88001
575-373-3737
Ameriprise Financial
340 N Water St.
Las Cruces, NM 88001
575-541-6501
Edward Jones
2510 N Telshor Blvd. Ste A
Las Cruces, NM 88011
575-522-4274
Edward Jones
509 S Main St. Ste C1
Las Cruces, NM 88001
575-523-8862
Edward Jones
945 E University Ave. Bldg 2
Las Cruces, NM 88001
575-525-4227
Edward Jones
1701 Calle de Mercado Ste 4
Las Cruces, NM 88005
575-525-9193
Edward Jones
2990 N Main St. Ste 3B
Las Cruces, NM 88001
575-526-8376
Edward Jones
1770 S Telshor Dr. Ste A
Las Cruces, NM 88011
575-522-4505
Edward Jones
3530 Foothills Dr. Ste J
Las Cruces, NM 88011
575-522-2731
Farm Bureau Financial Services
1655 La Fonda Dr.
Las Cruces, NM 88001
575-647-4743
Farm Bureau Financial Services
1799 Avenida de Mesilla
Las Cruces, NM 88005
575-647-9099
Farm Bureau Financial Services
2220 N Telshor Blvd
Las Cruces, NM 88004
575-532-4850
Las Cruces Investment Center
1801 Pinehurst St.
Las Cruces, NM 88011
575-521-4434
Merrill Lynch
425 S Telshor Blvd. Ste C101
Las Cruces, NM 88011
575-522-6931
Morgan Stanley
3050 N Roadrunner Pkwy Ste B
Las Cruces, NM 88011
575-522-8500
Southwest Financial Group
1100 S Main St.
Las Cruces, NM 88005
575-541-5661
Parra Financial Strategies
277 E Amador Ave. Ste 301B
Las Cruces, NM 88001
575-523-3900
Spence Asset Management
2455 E Missouri Ave. Ste A
Las Cruces, NM 88001
575-556-8500
Sendero Captial Management
1655 La Fonda Dr.
Las Cruces, NM 88001
575-556-8520
World Capital Brokerage
4633 Lamar Rd.
Las Cruces, NM 88005
575-526-9166 |
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