3 Best Financial Services in Albuquerque, NM

“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 services provided by them. Their goal is to be your lifelong partner. With a focus on long-term relationships, their staff is made up of experienced professionals in self-directed retirement accounts.”

Read more

“Steve Lynch Wealth Management has a team who have unique knowledge, training, and experience to offer financial guidance that can change how you manage money and improve your life. 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). 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. They work closely with clients every step of the way to help them make the right decisions and achieve their goals. They believe that with proper financial planning, everyone can reach their financial objectives. They create personalized plans tailored to each client's financial needs.”

Read more

“Oakmont Advisory Group, LLC is founded by Ralph Hicks. His team offers a full range of services to help you feel confident about your financial future, tailored to your unique retirement situation. The firm has built strong, long-lasting relationships with clients by upholding timeless values by helping people with dignity and respect. They creates a plan to manage rising healthcare costs with minimal expenses. Their investment committee uses the latest technology and has successfully managed billions of dollars. They take the time to understand you personally and create a thoughtful plan based on your situation. As a boutique advisory firm, they value building strong relationships with their clients.”

Read more