Financial advisors in Belen, NM

Looking for a financial advisor in Belen, NM? We list 2 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

2Advisors with offices here

40Median years of experience

100%Fiduciary advisors?

2Firms represented

Largest firms here: U.s. Bancorp Advisors, LLC (1), Cetera Investment Advisers LLC (1).

Nearby: Los Lunas.

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Cetera Investment Advisers

40yrs

Pavlos Peter Panagopoulos

Financial advisor

511 W Reinken Ave
Belen, NM 87002

Top 4% by experience at Cetera Investment Advisers

CFP®Fiduciary

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U.s. Bancorp Advisors

17yrs

Miguel Ivan Macias

Financial advisor

620 W Reinken Ave
Belen, NM 87002

More experience than 56% of advisors in New Mexico

FiduciaryPlanningInvesting

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Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read