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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!

Specialized Trust Company - Albuquerque, NM Financial Services
Specialized Trust Company - Albuquerque, NM Financial Services
Specialized Trust Company - Albuquerque, NM Financial Services
Best Financial Services in Albuquerque NM - Specialized Trust Company video
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SPECIALIZED TRUST COMPANY

(4.9 Score)
6100 Indian School Road, Northeast, Suite 215,
Albuquerque, NM 87110 Directions

Since 2014

Specialty:

✓ Retirement Planning ✓ Self-Directed IRA ✓ Investment Management ✓ Tax Planning ✓ Small Business Plans ✓ Retirement Accounts

"Specialized Trust Company is a boutique financial services firm that specializes in allowing clients to self-direct their retirement, education, health savings, and 401(k) accounts. Edwin Kelly is the co-founder, and Keith Marsh is the CEO, co-founder, and general manager of Specialized Trust Company. Edwin has also helped set up a self-directed IRA provider and grow it from 2 employees with approximately 300 accounts to 15 employees with approximately 3,000 accounts. Edwin Kelly is a member of RITA (The Retirement Trust Association), attended The Ohio State University, and holds an MBA from Franklin University. He is the co-author of the bestselling book Leverage Your IRA. Specialized Trust Company staff consists of the most respected, knowledgeable, and experienced professionals in the self-directed retirement account industry.

2026 Update: The company supports individuals, families, and businesses in building financial independence, strengthening long-term financial legacies, and enhancing the value of their enterprises. Keith Marsh and Edwin Kelly bring over 20 years of combined experience in the tax and trust industry."

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Price:

Initial Non-Refundable Set-Up Fee - $195.00
Roth Component $195.00
Starts From $997
Up To $50,000
Starts From $1,120
Up To $100,000
Starts From $1,320
Up To $200,000
Starts From $1,495
Up To $400,000
Starts From $1,695
Up To $600,000
Starts From $1,995
Up To $800,000
Starts From $2,395
Up To $1,000,000
Starts From $4,000
Up To $1,000,000+

Contact:

(505) 514-0539 (800) 529-3951

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Steve Lynch Wealth Management - Albuquerque, NM Financial Services
Steve Lynch Wealth Management - Albuquerque, NM Financial Services
Best Financial Services in Albuquerque NM - Steve Lynch Wealth Management video
8+ YEARS IN TBR
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STEVE LYNCH WEALTH MANAGEMENT

(4.8 Score)
6605 Uptown Boulevard Northeast, Suite 370,
Albuquerque, NM 87110 Directions

Since 1990

Specialty:

✓ Wealth Management ✓ Financial Planning ✓ Debt Management ✓ Insurance ✓ Investments ✓ Money Management ✓ Tax Efficiency ✓ 401k ✓ IRA ✓ Annuities ✓ Retirement Plans ✓ Life Insurance ✓ Tax Plans

"Steve Lynch Wealth Management aims to help individuals plan early, save consistently, and build a financial future that supports a comfortable retirement. Stephen C. Lynch is the president of Steve Lynch Wealth Management. His educational journey began at New Mexico Military Institute (NMMI). In his ongoing pursuit of knowledge, he has attended numerous industry conferences and professional development programs, with the most impactful being Harvard University’s Executive Business Program in Behavioral Finance, which has shaped his understanding of client psychology and investment decision-making. Stephen C. Lynch holds multiple industry certifications, including the Series 7, Series 63, and Series 24, and has been a Fiduciary and practicing certified financial planner™ professional since 1990.

2026 Update: Stephen C. Lynch has over 35 years of financial expertise. Stephen C. Lynch and Kyle K. Lynch are registered representatives offering securities through United Planners Financial Services."

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License #1737295

Contact:

(505) 881-7526 (888) 881-7526

Mon-Thu: 9am - 4pm
Fri: 9am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

Oakmont Advisory Group - Albuquerque, NM Financial Services
Oakmont Advisory Group - Albuquerque, NM Financial Services
Oakmont Advisory Group - Albuquerque, NM Financial Services
Best Financial Services in Albuquerque NM - Oakmont Advisory Group video
8+ YEARS IN TBR
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OAKMONT ADVISORY GROUP

(4.8 Score)
2001 Carlisle Boulevard Northeast, Suite D,
Albuquerque, NM 87110 Directions

Since 1970

Specialty:

✓ Retirement Planning ✓ Investment Advisory Services ✓ Financial Planning ✓ Investment Management ✓ Risk Management ✓ Tax Planning ✓ Estate Planning ✓ Navigate Complexities ✓ Safeguard Assets ✓ Asset Management ✓ Business Planning ✓ Succession Planning ✓ 401K and 403B Planning

"Oakmont Advisory Group has a financial advisor who works with you on this initial analysis for a small fee, and if you decide to move forward, the advisor will help you design your retirement using a 5-point method. Ralph Hicks is the founder of Oakmont Advisory Group. The team approaches the challenges of each client’s financial future. Their team specializes in creating rules-based portfolios. They take the time to understand you personally and create a thoughtful plan based on your situation.

2026 Update: David B. Hicks and Ralph W. Hicks are the partners and investment advisors. The team provides ongoing planning and support to clients as their circumstances evolve throughout retirement. They also produce two weekly radio programs and podcasts that offer financial tips and educational insights."

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Price:

Assets Under Management Or Advisory Fee
Starts From $1
Up To $500,000
Starts From $500,000
Up To $1,000,000
Starts From $1,000,000
Up To $3,000,000
Above $3,000,000
Retirement Design Process $400

Contact:

(505) 821-6966 (505) 302-1200

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 2:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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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.

These reviews are provided for information purposes and to help you make informed decisions.

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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