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Best Financial Advisors in Albuquerque

2023

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SmartAdvisor by SmartAsset

Website
Albuquerque, NM
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

848-BookPro
Albuquerque, NM

Why choose this provider?

Need help contacting a Financial Advisor in Albuquerque? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
4801 Lang Avenue Northeast, Albuquerque, NM 87109

Why choose this provider?

Intelligent Investing is a firm based in Albuquerque that specializes in objective financial planning, retirement planning, and investment management. Whether a client needs one-time engagement or lifelong financial planning, the firm's experienced financial advisors can provide assistance. The advisors are experts in goal planning, cash flow/debt management, tax strategies, and estate planning. Intelligent Investing's investment management services include risk tolerance assessment, portfolio diversification, third party administrator selection, and tax planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Albuquerque, NM 87110

Why choose this provider?

Tardy & Co., PC is a full-service certified public accounting and business consulting firm that is located in Albuquerque, New Mexico. Tardy & Co., PC has been in the industry for more than 25 years. This certified public accounting and business consulting firm specializes in taxes and accounting, business advisory, and estate and trust planning. Tardy & Co., PC brings the fun back to business fundamentals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6300 Riverside Plaza Lane, Albuquerque, NM 87120
  • Insurance Products

Why choose this provider?

Jose V. Sanchez is a Certified Financial Planner and a Retirement Income Certified Professional who assists in creating a retirement action plan that fits the financial goals of clients in Albuquerque and the neighboring areas. In the industry since 2004, Sanchez offers an education-first and unbiased approach to financial management. Sanchez is a volunteer of Albuquerque Reads and the NM Veterans Integration Center. He has also been featured in several articles such as in Forbes and Business Insider.

Website
6301 Uptown Boulevard Northeast, Albuquerque, NM 87110
  • Estate Planning

Why choose this provider?

Serving clients in Albuquerque, The Cates Team at RBC Wealth Management focuses on a disciplined investment process. It handles fixed-income investment, retirement planning, and ESG investing. The team also offers long-term care insurance for clients who want to financially protect themselves later in life. Bill Cates, the senior vice president of The Cates Team, has been in the industry for over 40 years. He is active in various community endeavors like United Way and Roadrunner Food Bank.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2001 Carlisle Boulevard Northeast, Albuquerque, NM 87110
  • Certified Financial Planner (CFP)

Why choose this provider?

Oakmont is a family-owned and family-operated financial advisory firm that serves the Albuquerque metro. With 50 years of industry experience, Oakmont specializes in modern retirement planning. Depending on the clients' needs, the company offers comprehensive financial planning that includes realistic goal setting, planning based on age and not assets, and a personalized estate plan. To educate more people about their finances, Oakmont has a weekly radio show that covers retirement planning and investing, portfolio risk tolerance, taxes, and healthcare.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
6100 Uptown Boulevard Northeast, Albuquerque, NM 87110
  • Certified Financial Planner (CFP)

Why choose this provider?

Altus Wealth Management is a woman-owned and woman-operated firm based in Albuquerque. Serving seniors, business owners, and individuals undergoing life transitions, its team assists in asset allocation, risk management, estate planning, and social security optimization. Furthermore, the financial advisors conduct investment and cash flow analyses and develop retirement plans and tax-efficient strategies. Altus Wealth Management founder Majdah AlQuhtani is a Certified Private Wealth Advisor and Accredited Investment Fiduciary designation holder with two decades of financial services experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6565 Americas Parkway, Albuquerque, NM 87110
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Goldman Sachs Personal Financial Management is a wealth management firm in Albuquerque that offers financial planning services to individuals in the area. Established in 2005, it is a national company staffed by more than 240 financial advisors. Its advisors help individual clients live the life they want through dedicated, one-on-one financial planning which includes wealth counseling, investment management, retirement planning, and acquisitions. Other services include wealth management for high-net-worth individuals and institutions, workplace financial planning, and budgeting services.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
4425 Juan Tabo Northeast, Albuquerque, NM 87111
  • Retirement Planning

Why choose this provider?

Kevin A. Brown CLU, ChFC, is an investment advisor with Gateway Financial Advisors, Inc., which serves clients in Albuquerque. He assists in developing a financial plan that safeguards their income-earning abilities and manages their investment assets for children's college education and retirement. His clients include people exposed to volatile markets, including dentists, lawyers, individuals who shifted careers, retirees, and inheritance recipients. Kevin also works with Elemental Risk Management, Mapped Out Money, Realtors, and mortgage professionals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
1.5
Responsiveness
Friendliness
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Helpfulness
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Detail
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Website
6100 Uptown Boulevard Northeast, Albuquerque, NM 87110
  • Certified Financial Planner (CFP)

Why choose this provider?

Portfolio Wealth Advisors is an investment management firm serving clients in Albuquerque. It assists clients in achieving their financial goals through retirement planning, post-retirement income generation, estate and tax reduction strategies, and wealth building. Clients can access its portal that contains performance and tax reports with their computers and mobile devices. Lee Munson established the firm in 2008. He has been featured as a financial market analyst on several networks, such as CNN, Fox Business, and CNBC.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5951 Jefferson Street Northeast, Albuquerque, NM 87109
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Charles Stephen has been providing financial planning services to clients in Albuquerque since 1983. It offers various planning strategies to help individuals and businesses with their financial goals. These include business succession, portfolio development, charitable giving, asset protection, and budget planning services. The company was co-founded by Steve Ciepiela, a retirement counselor with over 40 years of experience in the industry. Additionally, Ciepiela has been featured in The Wall Street Journal and The New York Times.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6605 Uptown Boulevard Northeast, Albuquerque, NM 87110
  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Steve Lynch Wealth Management is a firm that has been operating in Albuquerque for 30 years. It assists individuals and businesses with their financial planning needs encompassing college loans, mortgage, debt, retirement, and tax. The process includes an initial consultation and the establishment of necessary recommendations to develop a customized solution for clients' goals. The firm's president, Stephen C. Lynch, is a Certified Financial Planner who served in Operation Desert Shield as a company commander.

Attorney Information

Attorney NamesExperience
Stephen Lynch - President26 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.0 / 5 (25)
Yelp
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6100 Uptown Boulevard Northeast, Albuquerque, NM 87110
  • Retirement Planning

Why choose this provider?

Financial Solutions connects with individuals in Albuquerque and helps them create custom financial plans. Its financial advisors provide assistance in navigating passive and active investment strategies and address clients' retirement needs, such as planned withdrawals. They also review familial and personal status to deal with a spouse's death or second marriages and offer applicable insurance options. Philip J. Messuri, the firm's senior advisor and co-founder, began his financial services career in 1996 after a 21-year stint in the US Air Force.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6749 Academy Road Northeast, Albuquerque, NM 87109
  • Retirement Planning
  • Tax Preparation

Why choose this provider?

Bold Financial Group is an independent full-service wealth management firm that serves clients in Albuquerque. For over 20 years, it has been providing a wide range of financial solutions to individuals, families, and businesses. Its services include financial planning, investment advising, and asset location. It also offers planning and consulting services on retirement, college, and estate matters. The firm's president and co-owner, David L. Gaona, is a Certified Financial Planner with an MBA in Finance.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8220 San Pedro Drive Northeast, Albuquerque, NM 87113
  • Certified Financial Planner (CFP)

Why choose this provider?

John Moore Associates is a team of financial planners and advisors based in Albuquerque. It works with a network of insurance advisors, estate attorneys, business planners, and CPAs in developing financial plans and investment strategies for clients. The firm was established in 1997 by John Moore, a Certified Investment Management Analyst and Certified Kingdom Advisor. He is also a Grief Resource Center of New Mexico founding member. John Moore Associates also has an office in Scottsdale, Arizona.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9201 Montgomery Blvd NE, Albuquerque, NM 87111
  • Certified Financial Planner (CFP)

Why choose this provider?

Sandia Wealth Management is a financial advisory firm based in Albuquerque. It offers financial planning services for clients looking to prepare for retirement and grow their investments. Part of the process is understanding the underlying emotions clients have when making investment decisions. With a focus on managing risks and long-term returns, its financial advisors conduct regular rebalances and diversify assets within appropriate classes. Sandia Wealth Management is headed by Peter Lehrman, a CFP and Chartered Financial Analyst with over two decades of experience.

License Verified:

License: 159402

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Albuquerque, NM 87110
  • Custom Financial Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Women's Financial Planning

Why choose this provider?

Envision Wealth Planning helps Albuquerque clients carry out their financial goals based on their vision, lifestyle, family, work, health, and financial well-being. The company assists individuals in planning for retirement, divorce, and college and guides business clients in handling 401K plans. It provides various investing solutions, such as ESG, Envision Wealth Planning RARE™, and Values-Integrated Portfolio™. Envision Wealth Planning's financial insights have been featured by publications such as The Wall Street Journal, Forbes, and the Oxford University Press.

License Verified:

License: 298672

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What does a financial advisor in Albuquerque do?

    Financial advisors guide individuals and businesses in Albuquerque in attaining their financial goals. Their services usually include retirement planning, investment management, and asset protection. They provide personalized advice, often considering the situation of the local economy, so that clients can make informed decisions that would result in their long-term financial stability.

  • What should one consider when planning for retirement in Albuquerque?

    When planning for your retirement, one of the first things you should take into account is the source of funds. You should have a steady income in order to continue paying for your daily living costs while saving for retirement. Another factor to consider is potential health issues and consequent medical coverage. A financial advisor can help you create a budget and savings plan based on your personal circumstances so that you can retire comfortably in Albuquerque.

  • What is an adjustable-rate mortgage in Albuquerque?

    An adjustable-rate mortgage (ARM) is a type of loan in which the initial interest rate is set below the market rate or lower than a fixed-rate mortgage. The subsequent interest rates, however, may increase over time. Financial advisors in Albuquerque may recommend ARMs to potential homeowners who need a low monthly payment in the first few years or are expecting a higher income in the future.

  • When should one start collecting Social Security benefits in Albuquerque?

    The right time to start collecting Social Security benefits depends on a number of factors, such as your financial position, health condition, and marital status. Generally, the longer you wait, the higher the amount you can collect. Individuals in Albuquerque can enlist the services of a financial advisor who can help determine the best time to collect their benefits based on their personal circumstances.

  • How can one avoid financial scams in Albuquerque?

    Albuquerque's Office of Consumer Protection has some tips for avoiding financial scams. One, you should not pay upfront or in advance for things that fraudsters offer, such as job, debt relief, or loan assistance. Another tip is to be cautious and do an online search of the scammer's number or the product being offered. A third way is to simply hang up the phone if you hear a recorded sales pitch.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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