• Title

  • Heritage Trust Company of NM


    Financial Services

    About Us

    Fiduciary Services
    Trust Services
    Financial Planning Services
    Tax Planning and Preparation
    Estate Planning
    Planned Giving
    Investment Advisory Services
    Family Office Services


    Trust Relationship Specialist
    Category: Financial Services
    POSITION OVERVIEW AND PURPOSE OF THE ROLE:Heritage Trust Company of New Mexico is northern New Mexico’s premier independent trust company, providing trust and estate administration, family office, and financial management services throughout New Mexico.  As a trust company authorized and regulated by the NM Financial Institutions Division, Heritage Trust works with families, their attorneys, ...read more
    Contact: Daniel T. Montoya
    Phone:575-758-7700 ext 207
    Fax:(575) 758-7736