Overview

Better Money Decisions is a women-owned, fee-only financial planning and investment management firm with headquarters in Santa Fe, NM and offices in Albuquerque, NM, Scottsdale, AZ and Midland, MI. We are specifically looking to expand our presence in Michigan and Massachussettes where we already have a client base and would consider merging or buying other firms.

Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...