Financial Consulting Santa Fe

Tom Martin CFP AAMS , Financial Advisor

Financial Consulting Santa Fe
Schedule A Financial Planning Appointment Today!

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Address: 460 St Michaels Drive
Suite 1101 Map
Place: Santa Fe, NM 87505
Route

Landline: (505) 465-4000
Mobile: (505) 231-5655
E-Mail: tom.martin@crossedpineswealth.com
Website: www.crossedpineswealth.com

Description

At Crossed Pines Wealth Management (Tom Martin CFP® AAMS®), we live by the code of the west. That means that we take pride in our work, and ride for our clients. We always place our clients at the center of their financial plan. We are trusted, strategic partners who have a deep knowledge of the financial markets and partner with our client to understand their priorities. Client success is the foundation which drives us. Crossed Pines Wealth Management’s client-centric approach allows us to deliver comprehensive wealth management services that include: Financial Planning, Retirement Planning and Estate Planning. With financial plans customized to each of our client’s unique financial needs and goals, we will not leave you lost in the woods.

Keywords Retirement Planning Strategies, IRA Rollover, Financial Planning Professional, Estate Planning Assistance, Savings Accounts, Personal Savings Strategy, Education Savings Accounts.