Financial planner Mariner 100 Sun Ave NE #650, Albuquerque, NM 87109
Mariner is a dedicated financial planning firm located at 100 Sun Ave NE #650, Albuquerque, NM, specializing in comprehensive financial planning and advisory services. With a focus on helping individuals and families achieve their financial goals, Mariner offers expertise in wealth management, retirement planning, tax strategies, and investment guidance. To learn more about how Mariner can assist you in securing your financial future, give them a call at (505) 524-0242 or visit their website at Mariner Wealth Advisors.
Our Services
At Mariner, we provide a range of financial services designed to meet the diverse needs of our clients, including:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning and Strategy
- Estate Planning
What to Expect During Your Consultation
During your initial consultation, our financial planners will take the time to understand your unique financial situation and goals. We will discuss your current financial status, risk tolerance, and future aspirations to create a tailored financial strategy. Please bring any relevant financial documents, such as recent tax returns, investment statements, and retirement account information.
How Our Engagement Works
Our engagement process typically involves an initial consultation followed by a comprehensive analysis of your financial situation. We will then provide you with a detailed financial plan and recommendations on how to implement it effectively. Regular check-ins and updates will ensure that your plan remains aligned with your evolving goals.
Helpful Links
For additional information about our services or to get directions to our office, please visit Mariner Wealth Advisors or view us on Google Maps.
Frequently Asked Questions
What services do you provide?
We offer comprehensive financial planning, investment management, retirement planning, tax strategies, and estate planning.
How do I prepare for my first meeting?
Please bring relevant financial documents, including recent tax returns and investment statements.
What are your fees?
Our fees vary based on the services provided; we will discuss this during your consultation.
Can you help with retirement planning?
Yes, we specialize in creating customized retirement strategies tailored to your financial goals.
How often will we meet?
We typically schedule regular check-ins to review your financial plan and make adjustments as necessary.
Do you provide tax planning services?
Yes, we include tax planning as part of our comprehensive financial planning services.
What is your investment philosophy?
We focus on a long-term investment strategy tailored to your risk tolerance and financial goals.
How can I get started?
Contact us at (505) 524-0242 to schedule your initial consultation.
Informational only — not legal, financial, or insurance advice.
Financial planner Mariner
100 Sun Ave NE #650, Albuquerque, NM 87109
(505) 524-0242
https://www.marinerwealthadvisors.com/
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