Business Details
About
Financial PlannerFinancial Planning
At Crossed Pines Wealth Management (Tom Martin CFP® AAMS®), we live by the code of the west. That means that we take pride in our work, and ride for our clients. We always place our clients at the center of their financial plan. We are trusted, strategic partners who have a deep knowledge of the financial markets and partner with our client to understand their priorities. Client success is the foundation which drives us.
Crossed Pines Wealth Management’s client-centric approach allows us to deliver comprehensive wealth management services that include: Financial Planning, Retirement Planning and Estate Planning.
With financial plans customized to each of our client’s unique financial needs and goals, we will not leave you lost in the woods.
Details
- Requires appointmentNot available
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Tom Martin CFP AAMS , Financial Advisor
460 St Michaels Drive, Santa Fe, NM
87505, United States
Hours
Frequently Asked Questions About Tom Martin CFP AAMS , Financial Advisor
What financial services does Tom Martin CFP AAMS offer?
Tom Martin CFP AAMS offers Financial Planning, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, and Savings Plans.
Where is Tom Martin CFP AAMS located?
The office is located at 460 St Michaels Drive, Suite 1101, Santa Fe, NM 87505, USA.
What are the office hours for Tom Martin CFP AAMS?
The office is open Monday to Thursday from 9:30 AM to 4:00 PM, and Friday from 9:30 AM to 1:00 PM. The office is closed on Saturdays and Sundays. Additional hours are available by appointment.
Does Tom Martin CFP AAMS require appointments?
Appointments are not required, but additional hours are available by appointment.
Is Tom Martin CFP AAMS accessible for people with disabilities?
Yes, the office has wheelchair accessible entrance, parking, and restrooms.
Can I schedule online appointments with Tom Martin CFP AAMS?
Yes, Tom Martin CFP AAMS offers online appointments.
What is the best way to contact Tom Martin CFP AAMS?
You can contact Tom Martin CFP AAMS by phone at +1 505-465-4000 or via email at tom.martin@crossedpineswealth.com.
What nearby legal and estate planning services are close to Tom Martin CFP AAMS?
Nearby you can find Pregenzer, Baysinger, Wideman & Sale, PC specializing in estate planning law and wills and trusts, as well as Thompson Hickey Cunningham Clow & April PA offering legal services.
Are there any nearby healthcare facilities that clients might visit before or after their financial planning appointments?
Yes, nearby healthcare facilities include Heritage Home Healthcare & Hospice, Presbyterian Urgent Care in Santa Fe, and Lovelace Women's Hospital - Maternal Fetal Medicine Clinic, which can be convenient if clients require medical services.
Is there onsite parking available at Tom Martin CFP AAMS, and how does it help clients visiting nearby places?
Yes, onsite parking is available and wheelchair accessible, making it convenient for clients visiting both Tom Martin CFP AAMS and nearby offices such as Office Court Co Inc or Enchanted Care Solutions.