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Intelligent Investing Inc.
Intelligent Investing Inc.: Asesoría financiera personal y minuciosa para una planificación de jubilación con confianza en Albuquerque.
5(5 reseñas)
Business
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Intelligent Investing Inc.: Asesoría financiera personal y minuciosa para una planificación de jubilación con confianza en Albuquerque.
Ubicado en 4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109, Intelligent Investing Inc. ofrece gestión financiera personal y minuciosa con explicaciones claras de las opciones. Los evaluadores describen a un asesor que se mantiene al día con los temas financieros, permanece disponible para preguntas y mantiene un estándar fiduciario. El enfoque en la planificación detallada de la jubilación ayuda a los clientes a tomar decisiones seguras e informadas.
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Estrategias personalizadas para ayudarle a jubilarse con confianza, incluyendo un análisis detallado de inversiones y gestión de ingresos.
Revisión exhaustiva y gestión de su cartera con un enfoque en el crecimiento a largo plazo y la evaluación de riesgos.
Sesiones personalizadas para entender su situación financiera, explorar opciones y crear un plan viable.
Consejos honestos e imparciales con una formación legal para garantizar que sus mejores intereses siempre sean prioritarios.
Comprobaciones periódicas para actualizar su plan financiero, adaptarse a cambios y mantenerlo en el camino hacia sus metas.
We enjoy working with Dave, and appreciate his thorough, thoughtful and personal approach to financial management. He asked us the right questions to meet our personal needs. Then Dave gave us an explanation of the advantages and disadvantages of various choices. It's a pleasure working with him and we appreciate his valuable advice.
My wife and I have gone through several financial advisors as we searched for the right one to meet our needs. We found Dave and couldn't be happier. He's accessible, professional, and his rates are very reasonable. And most importantly, he's highly detailed. Dave has a legal background and isn't afraid to delve deep into the weeds, which we really appreciated. We cannot thank him enough for creating a workable and meticulous plan for our upcoming retirement.
I am a retired financial advisor and hired David to both give me a second opinion on my investments and retirement planning, and also to have in place a professional to assist my wife if I am temporarily incapacitated. I found David's work to be accurate, thorough, and delivered in a very professional and personable way. I would highly recommend David Hogans for your planning needs, and I feel comfortable knowing that he's familiar with our situation and can step in and advise my wife when and if needed. We will revisit our plan with David annually so he's kept in the loop.
Dave put together a retirement financial plan for me and my wife. We found our meetings with him very informative and productive. He helped us understand the best way to manage the finances so we can retire with confidence! We highly recommend Dave!
Dave is an expert in the field of finance who takes great care in helping his clients understand their financial situation as well as available options to ensure that their financial plan can be realized. He remains up to date on current financial issues and related legislation. He makes himself available for ALL questions and exhibits remarkable patience with even the newest financial neophyte. Dave is honest and trustworthy and genuinely cares about his clients. In particular, Dave works hard to teach each client how to manage their own finances and feel confident about making tough decisions. I highly recommend Dave as a fiduciary who will work with all clients, regardless of their net worth or knowledge base.
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