Proper long-term financial planning requires time, skill, discipline and confidence. Sandia Area Investment Services is here to help you stay the course. Our Financial Advisor is trained to estimate your financial needs, help reduce the impact of taxes and pursue portfolio diversification. He also can help reduce the emotions involved in decision making and keep your long-term strategy on track.
Whether you are an experienced investor or just starting out, a Financial Advisor can help support your financial goals and bring clarity to issues you may not have thought about, such as:
Sandia Area Investment Services advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.
Let us help you limit financial and investment guesswork by scheduling your no-obligation consultation.
Check the background of this firm and the background of these investment professionals on FINRA's BrokerCheck.