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110 West Country Club Road, Suite 2, Roswell, NM 88201

(575) 625-9282
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About Us

Your Guide Through Every Financial Decision

We’re an independent, fiduciary financial services firm based in Roswell, NM. We pride ourselves on taking the big picture view of our clients ‘goals and making time to listen. We know that the key to living fully is confidence that you’re making smart choices with your wealth now so you can spend your retirement with the people you love.

We Combine Knowledge With Lived Experience

We Combine Knowledge With Lived Experience

With over 15 years of experience as an Investment Advisor Representative, Anjali Suri leads an accomplished office providing local financial services. Our team provides many years of experience in the financial services industry. We focus on helping our clients develop a personalized financial strategy that fits their unique needs and enables them to attain both short and long-term objectives.

Choose An Advisor Who Sees The Real You

Choose An Advisor Who Sees The Real You

Every aspect of your financial life is interconnected. That's why we take the time to understand your entire financial picture, from your current situation to your long-term goals. By considering all elements, we create comprehensive strategies tailored to your unique needs. We take the time to know you and understand your goals.

Look to the Future With Confidence

Look to the Future With Confidence

We are driven by our own love of our families. We understand the importance of family and legacy. Our planning process extends beyond your immediate needs, considering how to maintain and grow your assets for future generations. We help you build a financial legacy you'll be proud to pass on.

Our Team Prioritizes You

Our team's diverse experience spans various areas of financial management, including investment and retirement planning, risk management, and estate conservation. We understand that each client's financial journey is unique, which is why we focus on developing personalized strategies that align with both your short-term goals and long-term objectives.

Anjali Suri

Anjali Suri, BA, BS

Financial Advisor

(575) 625-9282

(575) 625-8620

suria@ceteranetworks.com

Anjali’s focus is to help clients develop a personalized financial strategy that uniquely fits their needs and enables them to pursue their objectives (continues ...)

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The Values That Drive Us

Experience genuine connections and unmatched service in every interaction.

Creating Genuine Connections

We want to make genuine connections with you and your family—this starts with asking questions and truly listening to you. We get to know your life, your family, and your background to serve you how you need.

Prioritizing Education

We believe that you deserve to know the ins and outs of your wealth. An educated client can make decisions with confidence, so we prioritize education to ensure you understand what you’re investing in.

Serving You Well

We are dedicated to providing clients with service beyond their expectations. When you work with our firm, you’ll get face-to-face service and the security of knowing you can reach us when you need us.

Planning Across Generations

We understand how important your family is to you, so we help you create a plan to maintain your assets from generation to generation. With guidance, you can build a legacy you’re proud to leave behind.


Get Your Questions Fully Answered

Get Your Questions Fully Answered

We believe an educated client is an empowered client. That's why we prioritize explaining complex financial concepts in easy-to-understand terms. Our goal is to ensure you're confident in every financial decision you make.

Create a Future That’s True to You

Your Future Starts Here

From building wealth to planning for retirement, we're here to support individuals, families, and business owners in Roswell and beyond. Find an advisor whose plan expands your options.

We’re Backed By A Full Team

Our clients benefit from over 100 years of financial planning experience through our partnership with Cetera. They provide expert legal and financial services and unbiased investment research that provides you with comprehensive financial solutions.

Cetera Advanced
Planning Team

We collaborate with the expert legal and financial services provided by Cetera's Advanced Planning Team.

About the Team

Cetera Investment Management Team

Reap the benefits of unbiased research and guidance to develop a personalized investment plan.

About the Team

Cetera Financial Plan Design Team

They provide over 100 years of experience, an invaluable resource for financial planning.

About the Team

Supported By

Explore Cetera

Who We Work With

We work with people across industries, meeting the needs of individuals, families, and business owners. We provide exceptional service to all.

Meet Our Clients

Our Approach

Our experienced and personalized team provides knowledge and lived experience. We look at the big picture to help you live fully.

How We Can Help You

Connect with Us

Our team is both professional and empathetic. If you’re ready to start making the most of today and your future, we’re only a call away.

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