• Charter Mortgage
  Len Seward
  Loan Originator
  505-867-7465 - Office  505-401-3916 - Mobile

• len.seward@charterco.com
  

• First Community Bank: Paul di Paola (505) 241-7596

Preferred Builders

Click here for a list of our preferred builders

Financial Planners

Phil Messuri, MS, CFP , ChFC

Phil Messuri's professional experience and formal education enable him to provide a wide array of financial services. He holds CERTIFIED FINANCIAL PLANNER , PROFESSIONAL and Chartered Financial Consultant (ChFC) certifications and has a Master of Science in Engineering. Mr. Messuri has over eighteen years of financial management experience. Finally, he is an Investment Advisor Representative with Financial Network.

Mr. Messuri provides financial planning, investment and consulting services and Wrap Fee Programs to individuals and business owners. He prefers to do a thorough review, and his recommendations typically include strategies for wealth accumulation, asset diversification, wealth preservation and personal risk protection. Also, he advises closely held business owners on the importance of their business in personal planning, corporate compensation, succession preparation and risk planning.

Mr. Messuri is an active member of his community as evidenced by the following:
" Board member of the Greater Bernalillo Chamber of Commerce and a member of the Placitas Chamber
" Board member for the New Mexico chapter of the Financial Planner Association
" National Ski Patroller (NSP) at Sandia Peak since 1986.

Please visit www.trustedcapitaladvisors.com to learn more about Phil Messuri and his financial planning practice

Computer Consultants

Red Road Networks, LLC - Computer Consulting Chris Porosky, President (505) 867-7472 (505) 765-9951 - Cell (505) 867-7499 - Fax www.RedRoadNetworks.com