Steve Lynch Wealth Management is a well-established financial services firm located in Albuquerque. With three decades of experience, they have been dedicated to assisting families, individuals, and businesses in planning for their financial and retirement objectives. Firmly believing that everyone can achieve their financial goals through effective financial planning, they take pride in simplifying complex concepts for their clients. By working closely with each client, they create personalized plans tailored to their specific needs. In addition, they emphasize to their clients that they play the roles of both CEO and CFO, ensuring that they make informed decisions and select appropriate investment options. To schedule a consultation and take the first step towards securing your financial future, reach out to Steve Lynch Wealth Management.
Best Financial Services in Albuquerque
Handpicked Top 3 Financial Services in Albuquerque, New Mexico. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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STEVE LYNCH WEALTH MANAGEMENT REVIEWS
I am substantially better off now than I was before I started working with Steve Lynch Wealth Management. My financial health and my peace of mind are all due to his guidance and support. Everyone treats me like family and they are always willing to take the time to answer any questions I have. They explain things in a way that’s easy to understand. Steve, Kyle, and Jesus are true professionals and I'm lucky to have them on my side.
Steve Lynch Wealth Management has been helping me grow and manage my finances for a little over 4 years now. Giving Steve a call has been one of the best decisions I have made. They treat me like family and even though I have a small account they are always willing to spend the time to answer any questions and explain things in a way that’s easy to understand. If you think wealth management is only for the wealthy then please give this team a call. Steve, Kyle, and Jesus have shown me that anyone can have a professional on their side. I truly feel that they have my best interest in mind.
I highly recommend Steve Lynch Wealth Management. Steve and his staff are very knowledgeable, amiable, good listeners and will help you make the appropriate decisions and investments!
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Oakmont Advisory Group, LLC is a financial services firm catering to individuals at various asset levels and stages of retirement planning. With a long-standing presence in Albuquerque, Oakmont is an established financial advisory practice with nearly 53 years of experience. Their primary focus is assisting clients in developing an income plan that alleviates the anxiety and uncertainty associated with the fear of running out of money. By creating customized roadmaps for financial success and peace of mind, Oakmont Advisory Group ensures its clients' unique needs are addressed. With specialization in serving those approaching or already in retirement, their Albuquerque-based advisors skillfully guide clients through the intricacies of financial complexities, safeguarding their assets and enabling them to enjoy fulfilling retirements. Moreover, they devise comprehensive plans to help clients effectively manage the rising costs of healthcare while minimizing expenses.
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OAKMONT ADVISORY GROUP, LLC REVIEWS
I have been utilizing the services and expertise of the Oakmont advisory group for 10 years. I have found their guidance and financial advice to be invaluable in setting up and executing my retirement, goals and directions. The team at Oakmont listens carefully and creates practical, easy to understand, financial advice. They help me to enjoy my. Golden years of retirement,, through sound fiduciary advice ,for which I am very grateful. They are truly a five-star financial service.
I began working with David at Oakmont in January 2021. I was a novice when it came to finances and David instilled a true level of confidence in managing my finances. Being 29 at the time, I felt I might have been "too young" to utilize a financial advisor, but I am so glad I did. Everyone at Oakmont is friendly, personable, and offers great advice - never once was I pressured to make any decisions that weren't in line with my financial values. I am now on track to meet my goals, in great part to working with David. Thank you, Oakmont!
Moved most of our investments to Oakmont six months ago, wish we would have done it six years ago! We were with a “big” firm for 30 years, felt like they lost interest in personal needs, just followed the corporate line. They never offered any help beyond the basics of investments. We met David at a seminar they were doing on retirement at CNM. Hit it off right away but we’re hesitant to make a change. Finally got fed up and made the switch. Since moving to Oakmont and the team, we have had more interaction, guidance, and support then we have had in years!
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Sklar Capital Advisors is an independent company operating as a Registered Investment Advisor (RIA) with a strong commitment to enhancing the lives of its clients through comprehensive financial guidance. The collective experience of their team spans forty-one years in the financial services industry, and they hold esteemed credentials in their field. Sklar Capital Advisors takes pride in delivering financial guidance that positively impacts the lives of their clients and contributes value to the community as a whole. They accelerate their clients' success by actively listening to their clients, providing thoughtful advice, and facilitating prudent investment choices. Their utmost satisfaction stems from assisting clients in thoroughly understanding their financial standing and offering sound advice to enhance it. Additionally, Sklar Capital Advisors extends their services to Austin, further expanding their reach and impact.
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SKLAR CAPITAL REVIEWS
I have been a client of Ron Sklar for 25 years. Although I have moved several times across the U. S. - from New Mexico to Washington, DC to Colorado and back to New Mexico - and also internationally(Cambodia), I have stayed with his company for financial management. His service and expertise have been invaluable in building my retirement investments and guiding me through perilous financial times. He has provided consistent good advice to me and has shown true personalized care. His staff are also knowledgeable and responsive to clients' needs. I strongly endorse Ron Sklar & Associates for expert investment management .
I have been with Ron Sklar and associates (Saxon and Marina) for about 20 years. I have always been given good advice. The market is always changing and I do not have time or interest in keeping up with it. I can trust these folks to do it for me. They do it and do it well.
Ron, Marina and Saxon are so very responsive every time I call. My husband, a sculptor, and I, have a small business in northern New Mexico and we have used their services for over 25 years. They are thorough in their services and always friendly.
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