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INVESTMENT PLANNING

Las Cruces has many local and nationwide investment and estate planning companies. Investment planning is processing and deciding how to invest current and future assets based on your financial goals, thoughts on risk, and your current financial and tax status. Most services include planning and developing strategies that deal with investment portfolios, asset allocation, stocks, bonds, taxes, and mutual funds. These all have to do with preparing for the future whether it is retirement or setting up a college fund for your children. Another form of financial planning is estate planning which is deciding the arrangement of current assets to the chosen beneficiary in the event of someone’s physical or mental disability, usually in the case of someone passing away. Most estate planning includes preparing a will, setting up trusts, establishing the power of attorney, and planning for taxes.

    RECOMMENDED LAS CRUCES INVESTMENT PLANNING
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Beasley, Mitchell & Co.  
Beasley, Mitchell & Co
.

509 S Main St Ste A
Las Cruces, NM 88005
575-528-6700
www.bmc-cpa.com
One of the "Top Five Fastest-Growing" firms in the United States: INSIDE Public Accounting. For over 25 years, Beasley, Mitchell & Co. has been providing exceptional-quality client service in accounting, auditing, tax preparation and more.
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Jackson Hewitt  
Jackson Hewitt
Tax Service


455 N Valley Ste 4
Las Cruces, NM 88005
575-524-2771
www.jacksonhewitt.com
Taxes are complicated. Luckily, Jackson Hewitt is here for you! Understanding the latest tax laws and how they could have an impact on your tax situation is not easy. And, with so much at stake you can't afford to take chances with your hard-earned money.
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Farm Bureau Financial Services  
Farm Bureau
Financial Services


Carol Nike - Agent
600 S Valley Dr
Las Cruces, NM 88005
575-202-9646
www.carolnike.com
I make insurance simple. Helping you protect what's most important is what I do. I can help you meet your changing needs by tailoring
insurance coverage to ensure that it is right for you today – and into the future.


 
INVESTMENT PLANNING

Beasley, Mitchell & Co
Certified Public Accountants
509 S Main St Ste A
Las Cruces, NM 88005
575-528-6700
www.bmc-cpa.com

Farm Bureau Financial Services
Carol Nike - Agent
600 S Valley Dr
Las Cruces, NM 88005
575-202-9646
www.carolnike.com

Jackson Hewitt Tax Service
455 N Valley, Ste 4
Las Cruces, NM 88005
575-524-2771
www.jacksonhewitt.com
 
     
     
4 Bar Co.
1140 E Idaho Ave.
Las Cruces, NM 88001

Ameriprise Financial
340 N Water St.
Las Cruces, NM 88001

Edward Jones
1717 E University Ave
Las Cruces, NM 88001

Edward Jones
2510 N Telshor Blvd. Ste A
Las Cruces, NM 88011

Edward Jones
509 S Main St. Ste C1
Las Cruces, NM 88001

Edward Jones
945 E University Ave. Bldg 2
Las Cruces, NM 88001

Edward Jones
1701 Calle de Mercado Ste 4
Las Cruces, NM 88005

Edward Jones
2990 N Main St. Ste 3B
Las Cruces, NM 88001

Edward Jones
1770 S Telshor Dr. Ste A
Las Cruces, NM 88011

Edward Jones
3530 Foothills Dr. Ste J
Las Cruces, NM 88011

Farm Bureau Financial Services
1655 La Fonda Dr.
Las Cruces, NM 88001

Farm Bureau Financial Services
1799 Avenida de Mesilla
Las Cruces, NM 88005

Farm Bureau Financial Services
2220 N Telshor Blvd
Las Cruces, NM 88004

Kriegel, Gray, Shaw & Co., P.C.
2452 Missouri Ave.
Las Cruces, NM 88001

Las Cruces Investment Center
1801 Pinehurst St.
Las Cruces, NM 88011

Merrill Lynch
425 S Telshor Blvd. Ste C101
Las Cruces, NM 88011

Morgan Stanley
3050 N Roadrunner Pkwy Ste B
Las Cruces, NM 88011

Southwest Financial Group
1100 S Main St.
Las Cruces, NM 88005

Parra Financial Strategies
277 E Amador Ave. Ste 301B
Las Cruces, NM 88001

Spence Asset Management
2455 E Missouri Ave. Ste A
Las Cruces, NM 88001

Sendero Captial Management
1655 La Fonda Dr.
Las Cruces, NM 88001

Wells Fargo Advisors
505 S Main St Ste 126
Las Cruces, NM 88001

World Capital Brokerage
4633 Lamar Rd.
Las Cruces, NM 88005

Zia Trust Inc.
4131 Camino Coyote Ste A
Las Cruces, NM 88011
     
   
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