With increasing wealth comes unique financial challenges.
Mark J. Napolin & Associates, Inc.
Financial Services
Albuquerque, New Mexico 11 followers
"Specializing in Wealth Management since 1974"
About us
Mark Napolin & Associates, Inc. has been working with individual and business clients since 1974 throughout the Southwest. As independent financial professionals, we focus on asset accumulation and preservation strategies. We believe even the most well-informed financially successful people need simple, solid support and advice. Our ideas are practical and not based on the latest textbook ideology. That is why many of our clients have continued utilizing our advice for decades. Our professionals are experienced with an entrepreneurial spirit, a valuable skill needed in today’s competitive environment. We offer clients a wide range of innovative, flexible investments, insurance products and financial services that are customized to fit their individual needs and plans. Once goals are set and the program is planned, we will periodically monitor portfolios and assess the needs. Our advisors work to help ensure that asset allocations are appropriately diversified to match individual risk tolerance with financial goals. We are strongly committed to diversity and equal opportunity. For all disclosures please visit https://www.marknapolin.com/ Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Location & Contact Information 6101 Moon St. NE Suite 3000 Albuquerque, NM 87111 (505)-821-7130 We are licensed to sell Insurance Products in the following states: Arizona (AZ), Colorado (CO), Massachusetts (MA), Maryland (MD), New Mexico (NM) South Carolina (SC), Utah (UT) and Washington (WA). We are registered to sell Securities in the following states: California (CA), Colorado (CO), Florida (FL), Louisiana (LA), Massachusetts (MA), New Mexico (NM), New York (NY), Texas (TX), Utah (UT).
- Website
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http://www.marknapolin.com/
External link for Mark J. Napolin & Associates, Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Albuquerque, New Mexico
- Type
- Self-Owned
- Founded
- 1974
Locations
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Primary
6101 Moon St NE
Albuquerque, New Mexico, US
Employees at Mark J. Napolin & Associates, Inc.
Updates
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Happy Holidays from Mark J. Napolin & Associates! 🎄 As we reflect on the past year, we want to extend our heartfelt gratitude to our clients, partners, and team members. Your trust and collaboration have been instrumental in our success, and we are truly grateful for your support. Wishing you a joyous holiday season filled with peace, happiness, and time spent with loved ones. Here’s to a prosperous New Year and continued success together in 2024! Thank you for being a part of our journey. 🌟 #HappyHolidays
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Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
Mutual Funds vs. ETFs
marknapolin.com
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How prepared are you for retirement?
The Pre-Retirement Checklist
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#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
Social Media: #NewestBusinessLiabilityRisk
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If you don’t have an #estatestrategy, here's some reasons why you should.
Why Everyone Needs an Estate Strategy
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Mark and Steve recently hit the slopes at the Santa Fe Ski Basin, located in the beautiful Sangre de Cristo Mountains. At over 10,000 feet in elevation, it’s one of the highest ski areas in the continental US. They had an amazing time enjoying the fresh powder and scenic views—a much-needed adventure to recharge and make the most of the outdoors! ⛷️ #SkiSantaFe #SkiTrip #ExploreNM
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Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
Rightsizing for Retirement
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You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
What’s Your Investment IQ?
marknapolin.com
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Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance. #Elections2024 #StockMarket #CorporateEarnings #HolidayShopping https://lnkd.in/gZAJkdRw
Monthly Market Insights | December 2024
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