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Home > Financial Planner Directory > New Mexico > Albuquerque > James L. Southard, MBA, CFP® ,ChFC ,CLU
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James L. Southard, MBA, CFP® ,ChFC ,CLU

Ameriprise Financial Services, Inc.

4801 Lang Ave NE
Ste 110
Albuquerque, NM 87109
Phone: (505) 822-7924
Fax: (505) 559-4386

Toll-free: (877) 872-0240

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Household Income Minimum: $95,000
Investable Asset Minimum: $125,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.