Investments and Financial Planning
Find your financial true north with Del Norte Investment Services.
A helping hand for every stage of the climb
We understand that you have many financial dreams and goals such as buying a home, saving for your child’s college tuition and ensuring a secure retirement. The staff of Del Norte Investment Services work with you every step of the way in an effort to help you successfully reach the financial summits of your life.
The Del Norte Investment Services program is offered through Osaic Institutions, Ins., Member FINRA/SIPC.
Working with you to pursue every financial goal
All personal information is kept strictly confidential, as required by law. We strive to serve you with respect, trust and integrity to help improve your financial life.
-
Financial Management
Understanding your day-to-day financial needs is the first step to creating a plan for a successful future.
-
Retirement Planning
Lay the groundwork for a stress-free retirement today with professionals that understand where you’re headed.
-
Education Planning & Funding
The price of education demands smart choices and good preparation. Let’s get started today.
-
Wealth Management
Smart investors don’t sit on their lead. Take your investment strategy to the next level with us.
-
Beginning Investing Strategies
The first step is always the hardest. We’re here to help introduce you to the exciting world of investing.
-
Insurance Services
Give yourself the peace of mind that you need and deserve with DNIS insurances services.
Meet the team
-
Scott Covey
Financial ProfessionalScott Covey has worked as a Financial Professional for 25 years — the past 9 years with Del Norte Investment Services. He has managed an office of financial professionals and currently maintains a Life, Accident & Health Insurance license and is FINRA Series 7, 24 and 66 registered Osaic Institutions, Inc. to sell securities. A former resident of New Orleans, he landed in Santa Fe after Hurricane Katrina accompanied by his pet cat, Pete. Scott attended Oklahoma City University on a baseball scholarship and loves to take week-long train trips around the United States.
Check the background of this investment professional with FINRA’s BrokerCheck.
-
Cynthia Frederick
Services CoordinatorCynthia works with Scott to ensure you have an excellent experience with us. Cynthia joined Del Norte Investment Services to grow her professional skills and to continue building relationships with our communities. A seeker of new and exciting challenges, she is eager to help Scott lead you on your path toward financial success. A native of Southern California, Cynthia, along with her husband, and assorted critters, moved to New Mexico in 2019. Cynthia completed her B.A. in Communications from Cal State Fullerton and comes with 30 years of management experience. Her projects at home include raising chickens and pursuing her passion for photography.
Complimentary Consultation
Fill out the short form below for a complimentary consultation with our financial professionals.
Set up your complimentary evaluation today
Set up an appointment today for your complimentary consultation with Mr. Scott Covey, Financial Professional, by phone at (505) 455-5461 or use the contact form to get started.
