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BEST RATED ALBUQUERQUE, NM FINANCIAL SERVICES

3 Best Financial Services in Albuquerque, NM

Expert-recommended 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. You deserve only the best!

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SPECIALIZED TRUST COMPANY REVIEWS

At first I was afraid to commit to this conversion, but once I started talking with Jasmine Montano, the stress started to lift. She answers all my questions and when she doesn't know the answer she gets back to me asap. She goes above and beyond to accommodate. Even after all my calls, and there were many, she was as friendly as the first time I spoke with her. Amanda and Jasmine together are an amazing team. I cant wait to start this new journey with Specialized Trust Company.

Over the past few months, I've worked very closely with the team at STC. As a new client, I've transferred multiple self-directed accounts, and made several new investments. I cannot overstate the value of their support team. I could not imagine doing everything I've done since January without their help. This team is SERIOUSLY among the most helpful, professional and polite as any group of folks I've ever worked with. In particular, I want to give a huge shout our to Alisha...a true professional.

Letia is an outstanding associate and a pleasure to work with. Thank you for the quick responses and professionalism. Keep up the great work.

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STEVE LYNCH WEALTH MANAGEMENT REVIEWS

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.

Steve Lynch Wealth Management is A+! Lynch's trusted, no-nonsense approach to investing is so simple and stress free, even I understood it. Lynch says, "You have to start somewhere," and today is better than tomorrow in investing. My advice: Read his book, then go for a free consultation.

Steve Lynch and his entire team are very knowledgeable and professional. But most importantly they explain managing your money in plain English so you can make wise decisions on your hard earned money.

OAKMONT ADVISORY GROUP REVIEWS

I have worked with the Oakmont Team for 2+ years now. From our first phone conversation to a recent Fall Review meeting, I have been nothing but impressed by their professionalism, expertise, prompt communication, and expert and confidential handling of investments. I look forward to my meetings with David Hicks, Partner and Investment Advisor. He really takes time to research, educate and explain important aspects of my investment portfolio. He asks pertinent questions, and suggests options based on my particular needs and on my dreams as I enter retirement. Furthermore, I have come to appreciate over time that Oakmont utilizes the best and most modern technology. It appears to make their work much more efficient, and has certainly made my financial dealings more efficient, transparent, accessible, and profitable than past investment experience. I trust Oakmont Advisory Group with my financial future, and would highly recommend them to any and all.

Brandon and the team at Oakmont Advisory have been amazing to work with! My husband retired last June and we had our money at another firm and had no idea what we were doing. Moving everything to Oakmont and dealing with Brandon has been one of the best decisions we have ever made. He takes the time to explain things so that we will understand and answers all questions we have. He is very knowledgeable in all aspects of things and has a super personality! We feel much better with our retirement and financial future now!

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.

TBR® Inspection Score Report

SPECIALIZED TRUST COMPANY Total Inspection Points: 117/120
Acknowledgments: 9
Business Hours: 9
Business Images: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

STEVE LYNCH WEALTH MANAGEMENT Total Inspection Points: 116/120
Business Hours: 8
Business Images: 9
Current Evaluation: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

OAKMONT ADVISORY GROUP Total Inspection Points: 114/120
Business Hours: 8
Acknowledgments: 9
Complete Info: 9
Current Evaluation: 9
Reviews Accuracy of : 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Video: 10