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

4.8 (115)
6100 Indian School Road. North East, Suite 215,
Albuquerque, NM 87110 Directions

Since 2014

Specialty:

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

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 Chief Executive Officer 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.

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Price:

Initial NonRefundable SetUp Fee$195.00
Roth Component$195.00
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STEVE LYNCH WEALTH MANAGEMENT

4.8 (114)
6605 Uptown Boulevard NorthEast, Suite 330,
Albuquerque, NM 87110 Directions

Since 1990

Specialty:

Wealth Management Mortgage Retirement Savings Tax Savings Account Financial College Retirement 401 K 403 B Investment Debt Tax and Estate Planning Retirement Planning

Steve Lynch Wealth Management's goal is to help people from coast to coast plan early, save often, and create a financial future that will allow them to retire comfortably. Stephen C. Lynch is the president of Steve Lynch Wealth Management. His educational journey began at New Mexico Military Institute (NMMI), where he earned an Associate of Arts degree in 1982, followed by a Bachelor of Science in International Trade from Texas Tech University. In 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 (1986), Series 63 (1986), and Series 24 (1995), and has been a Fiduciary and practicing CERTIFIED FINANCIAL PLANNER™ professional since 1990.

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Contact:

(505) 881-7526

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

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OAKMONT ADVISORY GROUP, LLC

4.7 (113)
2001 Carlisle Boulevard NorthEast, Suite D,
Albuquerque, NM 87110 Directions

Since 1970

Specialty:

Income Tax Estate Financial Health Care Legacy Ira and Long Term Care Planning Annuities Money Portfolio and Risk Management Asset Protection 401 K and 403 B Planning Retirement Planning Investment Management Financial Planning

Oakmont Advisory Group, LLC has enjoyed a long history with loyal clients thanks to its timeless values of helping people the right way, with dignity and respect. Ralph Hicks is the founder of Oakmont Advisory Group, LLC. The team approaches the challenges of each client’s financial future as if it were its own. Their team specializes in creating rules-based portfolios. This thoughtful investment process takes emotions out of decision-making to help you efficiently achieve your goals. A financial advisor will work 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. hey take the time to understand you personally and create a thoughtful plan based on your situation.

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Contact:

(505) 821-6966

Mon-Thu: 9am - 5pm
Fri: 9am - 3pm
Sat & Sun: Closed

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