Contessa Archuleta

Financial Advisor at The Rikoon Group - Santa Fe, NM, US

Contessa Archuleta's Colleagues at The Rikoon Group

Nizhoni Redmond

Financial Advisor Assistant

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Elizabeth Hook

Client Services Specialist

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Contessa Archuleta's Contact Details

Email (Verified)
***@rikoongroup.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location
Santa Fe, New Mexico, United States

Company
The Rikoon Group

Contessa Archuleta's Company Details

The Rikoon Group

Santa Fe, NM, US • 5 - 9 Employees
Financial Services

The Rikoon Group guides families, non-profit organizations and business enterprises toward financial security, independence, and long-term sustainability.Our GoalsMeet clients' present & future financial, intellectual, and social needs in an ethical wayMaximize cash flow and appreciation using a variety of investment vehiclesReconcile competing needs for safety, income & appreciationMinimize income & estate taxesBring families together using positive and inspiring models of personal growthProtect a family's wealth across generationsOur ServicesCustomized Portfolio ManagementEstate Planning AssistanceTrust AdviceCash Spending AnalysisIncome Tax and Insurance ReviewMulti-Generational CounselingFinancial Education for the Entire FamilyCoordination of Financial Affairs with Other ProfessionalsBusiness ConsultingPrivate Real Estate Investing OpportunitiesESG (Environmental, Social, Governance) and Sustainable InvestingProperty Management

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Details about The Rikoon Group

Frequently Asked Questions about Contessa Archuleta

Contessa Archuleta currently works for The Rikoon Group.

Contessa Archuleta's role at The Rikoon Group is Financial Advisor.

Contessa Archuleta's email address is ***@rikoongroup.com. To view Contessa Archuleta's full email address, please signup to ConnectPlex.

Contessa Archuleta works in the Financial Services industry.

Contessa Archuleta's colleagues at The Rikoon Group are Kyle CFP, Nizhoni Redmond, Keren James, Kyle Burns, Elizabeth Hook and others.

Contessa Archuleta's phone number is N/A