Top Three Rated

Financial services in ALBUQUERQUE

3 trusted local financial services in ALBUQUERQUE, NEW MEXICO

Specialized Trust Company

6100 Indian School Rd NE #215, Albuquerque, NM
4.1 (73 reviews) Since 2014
Specialties
Self Directed IRAs Solo 401(k) HSA / CESA / Small Business Plans Retirement Account Custody Investment Guidance Pension Setup Account Administration & Alternative Asset Investing
About Business

Specialized Trust Company is a Boutique Financial Services Firm In Albuquerque Helping Clients Self-Direct Retirement, Education, Health Savings, And 401(k) Accounts Into Alternative Investments Like...

Specialized Trust Company is a Boutique Financial Services Firm In Albuquerque Helping Clients Self-Direct Retirement, Education, Health Savings, And 401(k) Accounts Into Alternative Investments Like Real Estate, Trust Deeds, Precious Metals, And More.

Contact Information
Open Mon-Fri: 8am - 5pm Sat & Sun: Closed
Additional Information
Pincode: 87110
Facilities
Free - Wifi Car Parking Transporation
Customer Review
Amber and Alisha are great! They've helped me navigate all the confusing processes involved with investing using my retirement account. If they don't know the answer to something, they're very quick to reach to the necessary team and get back to me ASAP. I so appreciate all the help they've given me.
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Steve Lynch Wealth Management

6605 Uptown Blvd NE Suite #370, Albuquerque, NM
4.6 (33 reviews) Since 1990
Specialties
Financial Planning Investment Management Retirement Planning Estate Planning Tax Planning & Insurance Advising
About Business

Steve Lynch Wealth Management In Albuquerque Provides Personalized Planning And Investment Advice To Help Clients Retire Comfortably And Reach Financial Goals.

Contact Information
Open Mon-Thu: 9am - 4pm Fri: 9am - 2pm Sat & Sun: Closed
Additional Information
Pincode: 87110
Facilities
Free - Wifi Car Parking Transporation
Customer Review
Steve and Kyle are amazing professionals. Ethical and smart. You can positively place your trust in their company. I without any reservations highly recommend them. Before writing this, I looked at the negative reviews. You cannot please 100% of people and the low reviews seemed unfair. Five Star for sure. Your net worth will thank you.
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Oakmont Advisory Group

2001 Carlisle Blvd NE Suite D, Albuquerque, NM
5.0 (39 reviews) Since 1970
Specialties
Financial Planning Investment Management Retirement Planning Estate Planning Tax Guidance & Healthcare Guidance
About Business

Oakmont Advisory Group, LLC In Albuquerque Provides Personalized Financial Planning And Investment Advice To Help Clients Retire With Confidence And Manage Wealth Wisely.

Contact Information
Open Mon-Thu: 9am - 5pm Fri: 9am - 3pm Sat & Sun: Closed
Additional Information
Pincode: 87110
Facilities
Free - Wifi Car Parking Transporation
Customer Review
Oakmont is a great place for the small investor like us. David Hicks has been our advisor for nine years. He's smart, very knowledgeable in all aspects of investing and excels in compassionate customer service. We trust him and everyone at Oakmont and recommend them at every opportunity.
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