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ROUTING NUMBER: 307070050
Starting Out
The biggest mistake many make is waiting to save and invest until it’s too late. It’s NEVER too early to plan and set goals. If you’re thinking of making your first investment decisions, come talk with us first. We’ll help you get started.
Getting Married
Combining lives and families is a joyous occasion. We can help you examine your options and forge a new path in your lives together.
Losing A Loved One
Dealing with the estate and investments of a recently departed loved one can be confusing and overwhelming. We’re dedicated to helping you navigate this difficult time, giving you comfort knowing there's someone in your financial corner.
Changing Jobs
When you change jobs, what happens to the investments you’ve made to your 401(k) or TSP? If you’ve recently experienced a change in employment, we can review your options and help lay a new foundation.
Having A Baby
Having a baby is a momentous occasion. It’s also the perfect time to evaluate your accounts and make sure you’re financially ready to accommodate your growing family—college isn’t that far away!
Getting Divorced
Don’t let separating finances be more stressful than it needs to be. Our Wealth Management Advisors can help you make the right decisions and plan a clean financial start.
Our Services
No matter what stage of life you’re in or what kind of advice you need, clients of Kirtland Financial Services also receive:
Personalized Account Evaluations
Tax and Recordkeeping Advice*
Coordination of Third-Party Advisors
Facilitation of Family Financial Meetings
24-Hour Account Access
Educational Events
Start Today
Our Wealth Management Advisors are standing by to answer your questions and help you work toward your financial future.
In Person
Let’s sit down, and start planning together.
Over the Phone
Give us a call, Monday through Friday.
CALL (505) 254-4363
*Tax services are not offered by Kirtland Financial Services, LPL Financial or affiliated advisors.
