FOR IMMEDIATE RELEASE
Santa Fe, New Mexico, August 18, 2021 – As part of its annual recognition of outstanding businesses and organizations in Santa Fe, Santa Fe Reporter has announced that Del Norte Investment Services, a CUNA registered broker/dealer and investment advisor, is 2021’s first place winner in its coveted Best Financial Advisor category.
As the alternative weekly newspaper explained in its announcement, “Our readers clearly appreciate community-focused shops when it comes to planning for college or retirement, managing money and stepping into the sometimes daunting world of investment strategies. That’s exactly what this nonprofit is.”
Having served as a source of professional financial advice since 2014, Del Norte Investment Services provides guidance on a variety of financial issues including retirement planning, education funding, wealth management, investment strategies and insurance services.
“From complimentary and customized consultations to free online community webinars, we’ve worked hard to earn a reputation as an ever-present and skilled source of financial planning and investment advice,” explained Scott Covey, Financial Professional who first joined the organization in 2016. “Being recognized by Santa Fe Reporter reminds us that living and working in Santa Fe helps generate the kind of local knowledge and insights needed to provide an advantage to our clients in northern New Mexico and surrounding areas.”
More information on Del Norte Investment Services available at https://www.dncu.com/personal/investments-and-financial-planning/.
*Del Norte Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
MEDIA CONTACT: Toby Hayes | [email protected] | 505.455.4662