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Intelligent Investing Inc.
Intelligent Investing Inc. : Des conseils financiers approfondis et personnalisés pour une planification de retraite confiante à Albuquerque.
5(5 avis)
Business
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Intelligent Investing Inc. : Des conseils financiers approfondis et personnalisés pour une planification de retraite confiante à Albuquerque.
Situé au 4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109, Intelligent Investing Inc. offre une gestion financière approfondie et personnelle avec des explications claires des options. Les évaluateurs décrivent un conseiller qui reste informé des questions financières, reste disponible pour répondre aux questions et respecte une norme fiduciaire. L'accent mis sur une planification détaillée de la retraite aide les clients à prendre des décisions confiantes et éclairées.
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Stratégies personnalisées pour vous aider à prendre votre retraite en toute confiance, y compris une analyse détaillée des investissements et de la gestion des revenus.
Examen et gestion approfondis de votre portefeuille, axés sur la croissance à long terme et l'évaluation des risques.
Sessions personnalisées pour comprendre votre situation financière, explorer les options et élaborer un plan réalisable.
Des conseils honnêtes et impartiaux, dotés d'une formation juridique, pour garantir que vos meilleurs intérêts soient toujours prioritaires.
Rencontres régulières pour mettre à jour votre plan financier, vous adapter aux changements et vous maintenir sur la bonne voie vers vos objectifs.
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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