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 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.”

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“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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“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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