Savings for your children's education requires a long-term perspective. College Savings Plan like 529 College Savings Plan, Prepaid College Savings Plan, etc are great instruments to secure your children's future.
Submit Request to Get Expert Advice on College Savings Plan
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Sample Listing of New Mexico, NM Firms Offering College Savings Plan
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StanCorp Investment Advisers
4800 Juan Tabo NE Suite D Albuquerque, NM
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We help people identify and reach their financial goals. Our advice is independent and fee-only. We do not sell products or earn commissions. We create comprehensive financial plans for our clients based on their unique goals and their tolerance to investment risk. Our investment team crafts the appropriate portfolios to put our clients on the path to financial freedom. Our clients enjoy a personal relationship with a client-focused team who knows them and benefit from a custom portfolio designed uniquely for them. We provide fee-only, objective advice. Pure and simple.
Whether your needs are planning for retirement, handling an inheritance or planning your estate, we navigate the complexities with you. We’ll provide a holistic view of your financial position that examines your current and future resources, your investments, as well as your estate plan, college planning and insurance needs, and much more. A comprehensive financial plan is the cornerstone of our relationship.
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UBS Financial Services
141 E. Palace Ave Santa Fe, NM
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About UBS
UBS AG is a leading global financial services firm, serving a diverse client base that includes affluent individuals, corporations, institutions and governments.
By integrating and leveraging the combined resources, expertise and best practices of its business units, UBS offers products and services designed to provide appropriate solutions to its clients, regardless of where they are located.
The Client Experience
In delivering the UBS Client Experience, our Financial Advisors take the time to understand your needs and goals and proactively provide appropriate solutions. We keep you informed on a periodic basis, and can monitor and update strategies, as appropriate, to respond to ever-changing markets and your evolving needs.
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