New Mexico Investment Advisors provides investment advisory services for individuals, non-profits and small businesses. Our responsibility is to strive to provide an educated and thorough plan for the future. We believe that providing quality service includes competence, reliability and integrity as well as creativity and the enjoyment of our work.
Our Pledge to clients is that we will always act with integrity and strive to do the right thing.
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Your Rights as a Client:
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
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Click here to read the Raymond James Client Bill of Rights |