STEVE LYNCH WEALTH MANAGEMENT
6605 Uptown Boulevard North East, #290, Albuquerque, NM 87110
Since 1990
Wealth Management, Retirement Savings, Mortgage, College, Retirement, 401K, 403B, Investment, Debt, Tax & Estate Planning
Free consultation ● They work directly with you to come up with a personalized plan that meets your needs ● They find out about your needs and make sure that your investment options are in line with your retirement goals
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SKLAR CAPITAL
6757 Academy Road Northeast, Ste. A, Albuquerque, NM 87109
Since 2017
Asset Management, Conservative Retirement Programs, Asset Protection, Taxation, Estate, Tax, Business, Savings, Succession and Insurance Planning, Investment Protofolio
They approach financial guidance and stewardship of your assets from a different perspective ● Complimentary meeting available ● Serves also in Austin ● They expedite their success by listening, providing thoughtful advice and arranging prudent investments
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OAKMONT ADVISORY GROUP, LLC
5600 Eubank Boulevard North East, Suite 130, Albuquerque, NM 87111
Since 1970
Retirement, Income, Tax, Health Care, Legacy, Estate, IRA and Long Term Care Planning, Annuities, Portfolio and Risk Management, Money Management, Asset Protection, 401K& 403B Planning
Their process is designed to help their clients achieve simplicity and confidence ● To evaluate and assess your financial situation and only make recommendations that are in your best interest ● They will create a plan to help you address rising health care costs with a minimum of expense
TBR® Inspection Report