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Sandia Area Investment Services

Financial and Retirement Planning Advice

Investment Services at Sandia Area

Assistance you need no matter where you are in life’s journey

There are many important financial decisions that must be made throughout someone’s life. In an environment of market volatility and an expanding array of financial products, even the most sophisticated investor can feel overwhelmed.

Given the complexities of evaluating and pricing different investment products, seeking the services of a Financial Advisor is one of the most important decisions anyone can make. Working with a Financial Advisor who understands your specific needs is important, and Sandia Area Investment Services is here to help you.

Whether you’re a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, Sandia Area Investment Services can help you reach your financial goals.

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Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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    Check the background of this firm and the background of these investment professionals on FINRA's BrokerCheck.