Here’s The Deal: Specialized Trust Company is a boutique-based financial consultant in Albuquerque. Edwin Kelly is the firm's CEO. He is America's leading expert on self-directed retirement accounts and self-directed investment strategies, and he has more than 24 years of experience in the financial services industry. He has also worked for notable companies like UBS and BISYS. During his career, he also played a key role in establishing a self-directed IRA provider, expanding it from a team of 2 employees managing around 300 accounts to a team of 15 employees handling approximately 3000 accounts. He and his team invite you to experience the Specialized Difference for yourself, but if you would like to know more about Specialized Trust Company, they've compiled a list of 10 reasons why you should choose them for your IRA needs. Their goal is to have you as a client for life. They have a 30-year mindset, meaning they aim to have you as a client for life. Their staff comprises the most respected, knowledgeable, and experienced professionals in the self-directed retirement account industry. They arm them with the best systems to work efficiently and then deliver ongoing training to enhance their productivity continually.
3 Best Financial Services in Albuquerque, NM
Expert recommended Top 3 Financial Services in Albuquerque, New Mexico. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 SPECIALIZED TRUST COMPANY REVIEWS
I've been working with the team at Specialized Trust for a few months, and they have already helped support me in funding several investment opportunities that are going to expand my self-directed retirement accounts. I'm impressed with the assistance and education offered, because the self-directed world is new to our family. Our experience with Specialized Trust has been very positive, all the way from their great customer service team through to the CEO.
I have had positive experiences in dealing with Specialized IRA Services. When it came time to deploy my money in a real estate deal, I found the staff to be helpful in assisting me do things the right way. I appreciate the follow-up that occurs when I call to ensure I have all of my questions answered - even the ones I forgot to ask initially.
Specialized Trust Company has been instrumental in assisting me in owning homes and First Trust Deeds in my self directed IRA. They are very familiare with the legal processes and have assisted me every step of the way. It's easy to get a hold of them on the phone and their guidance had certainly helped grow my account for retirement. Their company is superb.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Steve Lynch Wealth Management is one of the leading financial services firms in Albuquerque. Steve C. Lynch is the president of the firm. He graduated from the New Mexico Military Institute and Texas Tech University. He holds Series 7 (1986) and Series 24 (1995). Together as a team, they have the unique knowledge, training, and experience to provide a level of financial guidance that can help change how one handles money and ultimately improve one's life. They have been helping families, individuals, and businesses plan for their financial and retirement goals. They work hard to make this complicated process as simple as possible. Working alongside clients every step of the way, they help make the right decisions to pursue their goals. They also believe that everyone can reach their financial goals with proper financial planning. They work directly with clients to develop personalized plans that meet their needs.
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TOP 3 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.
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.
I can't say enough about our experience with Steve and Jesus at SLWM. We came to them with a lot of questions. How to best pay down debt? Where do we put investment dollars? These were only a couple of the many we had. Steve set all of our preconceived notions on their head. He changed the way we looked at our finances and put us on the right path. In 6 months we have increased our financial health significantly and we're enjoying what we earn. I highly recommend him and his team.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Oakmont Advisory Group, LLC is a well-known financial planner in Albuquerque. Ralph Hicks is the founder of the firm. His team affords a comprehensive suite of services that ensure you feel confident in your financial future when applied to your unique retirement scenario. Their firm has enjoyed a long history with loyal clients thanks to their timeless values: helping people with dignity and respect the right way. They evaluate and assess your financial situation and only make suggestions in your best interest. They will create a plan to help you address rising healthcare costs with minimum expenses. Their investment committee utilizes the latest technology and has managed billions of dollars. The team is an expert in making portfolios based on rules. This smart investment method removes feelings from making decisions so you can reach your goals effectively. They get to know you personally so they can thoughtfully analyze your position and design a plan. They're a boutique advisory firm that values the relationships they forge with their clients.
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TOP 3 OAKMONT ADVISORY GROUP, LLC REVIEWS
Oakmont Advisory Group: We met with Brandon Kinsner, our new financial advisor. What a pleasurable experience! Brandon was well prepared, knowledgeable, took the time to personalize our needs and provided ample options for our retirement plans. His willingness to listen is perhaps his best characteristic. We couldn’t be happier with our interactions with Brandon. Oakmont is lucky to have him.
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.
Oakmont is a part of my forever family. Trustworthy, consistently efficient and always there when I need them. Thanks Oakmont I rely on you to make my retirement a happy one.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.