3 Best Financial Services in Albuquerque, NM

“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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“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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“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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