Tom Martin CFP AAMS , Financial Advisor

Tom Martin CFP AAMS , Financial Advisor

Claimed via Yext Last updated: November -0001 Listing details

Financial Services in Santa Fe, NM

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Financial Services Financial and Investment Services

Contact Information

Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

What we offer

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Portfolio Management
  • Asset Management
  • Savings Plans

Location

460 St Michaels Drive, Suite 1101
Santa Fe , NM 87505 United States
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About Tom Martin CFP AAMS , Financial Advisor

At Crossed Pines Wealth Management (Tom Martin CFP® AAMS®), we live by the code of the west. That means that we take pride in our work, and ride for our clients. We always place our clients at the center of their financial plan. We are trusted, strategic partners who have a deep knowledge of the financial markets and partner with our client to understand their priorities. Client success is the foundation which drives us.
Crossed Pines Wealth Management’s client-centric approach allows us to deliver comprehensive wealth management services that include: Financial Planning, Retirement Planning and Estate Planning.
With financial plans customized to each of our client’s unique financial needs and goals, we will not leave you lost in the woods.

Photos

Tom Martin CFP AAMS , Financial Advisor Tom Martin CFP AAMS , Financial Advisor Tom Martin CFP AAMS , Financial Advisor Tom Martin CFP AAMS , Financial Advisor Tom Martin CFP AAMS , Financial Advisor Tom Martin CFP AAMS , Financial Advisor

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Tom Martin CFP AAMS , Financial Advisor Tom Martin CFP AAMS , Financial Advisor

Reviews

Tom Martin CFP AAMS , Financial Advisor 505-465-4000
460 St Michaels Drive, Suite 1101
Santa Fe , NM 87505 United States
$
Tom Martin CFP AAMS , Financial Advisor

Business Details

Company name
Tom Martin CFP AAMS , Financial Advisor
Category
Financial Services
Rating
Not Rated
Phone (Mobile)
Email
tom.martin@crossedpineswealth.com
Year Established
2002
Tags
retirement planning strategies,  ira rollover,  financial planning professional education savings accounts

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Tom Martin CFP AAMS , Financial Advisor

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