Laurels

Best Financial Advisors in Albuquerque
2022

Envision Wealth Planning

Envision Wealth PlanningFEATURED
Expertise.com

  • Custom Financial Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Women's Financial Planning

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.

Albuquerque, NM 87110

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Albuquerque, NM

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Altus Wealth Management

Altus Wealth Management

  • Certified Financial Planner (CFP)

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.

6100 Uptown Boulevard Northeast
Albuquerque, NM 87110

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Baker Wealth Planning Group

Baker Wealth Planning Group

The Baker Wealth Planning Group has provided financial advice and helped affluent citizens throughout the Albuquerque area maintain financial wealth for over 25 years. Its clientele includes business owners, retirees, and individuals who have come into sudden wealth. When rendering investment management or providing assistance with financial management, Certified Financial Planner Ron Baker and Baker Wealth Planning Group work closely with every client to help them identify and reach their fiscal objectives.

9798 Coors Blvd NW Bldg D
Albuquerque, NM 87114

Website

Website
Bold Financial Group

Bold Financial Group

  • Retirement Planning
  • Tax Preparation

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.

6749 Academy Road Northeast
Albuquerque, NM 87109

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Charles Stephen

Charles Stephen

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

5951 Jefferson Street Northeast
Albuquerque, NM 87109

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

ClariFinancial, LLC

ClariFinancial, LLC

ClariFinancial, LLC is a full-service financial planning firm located in Albuquerque, New Mexico. ClariFinancial, LLC provides financial planning, education, and advocacy. This financial planning firm is a proud member of the Financial Planning Association, New Mexico Estate Planning Council, and more. ClariFinancial, LLC is also associated with the UNM School of Medicine – volunteer faculty, Greater Albuquerque Medical Association, and NM State Medical Society.

Albuquerque, NM 87104

Website

Website
Cole Financial Consulting, LLC

Cole Financial Consulting, LLC

Cole Financial Consulting, LLC is a full-service independent financial planning and investment advisory firm that is located in Sandia Park, New Mexico. Cole Financial Consulting, LLC serves the pre-retirees, retirees, young professionals, widowed/ divorced, and family trustees. This financial planning and investment advisory firm is affiliated with The Garrett Planning Network Inc. and with the CFA Institute. Cole Financial Consulting, LLC is a Certified Financial Planner™.

Sandia Park, NM 87047

Website

Website
Crow Financial Advisors

Crow Financial Advisors

Crow Financial Advisors is an independent registered investment advisory firm located in Albuquerque, New Mexico. This investment advisory firm was established in 1978. Crow Financial Advisors works as an investment manager for individuals and institutions, offering personalized investment strategies, innovative downside protection, trustworthy advisors with integrity, engineered risk, and financial peace-of-mind. Crow Financial Advisors has earned a 5 out of 5 rating on Paladin Registry.

Albuquerque, NM 87113

Website

Website
Financial Solutions

Financial Solutions

  • Retirement Planning

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.

6100 Uptown Boulevard Northeast
Albuquerque, NM 87110

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

First American Financial Advisors, Inc.

First American Financial Advisors, Inc.

First American Financial Advisors, Inc. is a full-service advisory firm that is located in Albuquerque, New Mexico. First American Financial Advisors, Inc. was established in 1985. Their services include investment advisory, retirement planning and financial advisory on taxable financing. First American Financial Advisors, Inc. is a registered investment advisory firm and a registered municipal advisory firm.

Albuquerque, NM 87110

Website

Website
Forthright Financial Planning LLC

Forthright Financial Planning LLC

  • Certified Financial Planner (CFP)

Forthright Financial Planning LLC provides its services in the Albuquerque metro. It offers financial counseling to different clientele such as small business owners, newlyweds, retirees, and widows. It helps clients create portfolios that can include mutual funds, exchange-traded funds, limited partnerships, alternative assets, and individual stocks and bonds. The company believes that investments are for the long term and addresses issues before proceeding. The firm's president, Jenny Migdal, provides customized solutions to meet the needs of her clients. She is also a Certified Financial Planner.

2125 Wyoming Boulevard Northeast
Albuquerque, NM 87112

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Goldman Sachs Personal Financial Management

Goldman Sachs Personal Financial Management

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

6565 Americas Parkway
Albuquerque, NM 87110

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Henderson Steffan Wealth Partners

Henderson Steffan Wealth Partners

  • Certified Financial Planner (CFP)

Henderson Steffan Wealth Partners offers clients in Albuquerque and surrounding areas with financial advice. It offers investment management as well as customized planning to clients based on their specific tastes and needs. It guides customers through disciplined risk planning and management. The firm also helps clients personalize their portfolios and offers investments in mutual funds and fixed variable annuities. Pete D. Henderson started his financial services career in 1991. He has a bachelor’s degree in management and finance and acquired his CIMA in 2005.

316 Osuna Road NE, Suite 400
Albuquerque, NM 87107

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

Intelligent Investing

Intelligent Investing

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.

4801 Lang Avenue Northeast
Albuquerque, NM 87109

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

John Moore Associates

John Moore Associates

  • Certified Financial Planner (CFP)

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.

8220 San Pedro Drive Northeast
Albuquerque, NM 87113

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Jose V. Sanchez, CFP

Jose V. Sanchez, CFP

  • Insurance Products

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.

6300 Riverside Plaza Lane
Albuquerque, NM 87120

Website

Website
Kevin A. Brown CLU, ChFC

Kevin A. Brown CLU, ChFC

  • Retirement Planning

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.

4425 Juan Tabo Northeast
Albuquerque, NM 87111

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: --

Helpfulness: B+

Detail: --

Kirtland Financial Services

Kirtland Financial Services

Kirtland Financial Services is a full-service investment management and wealth planning firm located in Albuquerque, New Mexico. Their comprehensive wealth management services include financial position, protection planning, investment planning, tax planning, retirement planning, and estate planning. Their personalized service offerings include an annual review with access to their entire team for periodic questions or needs, timely research and updates on markets or economic trends, and 24-hour online access to the client’s account. Kirtland Financial Services is committed to serving the client.

Albuquerque, NM 87108

Website

Website
Meridian Wealth Advisors, LLC

Meridian Wealth Advisors, LLC

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Meridian Wealth Advisors, LLC, serves the Albuquerque metro and nearby areas. The firm offers fiduciary retirement advice that covers financial goal-setting, pension income determination, investment allocation, and medicare claiming. The six-step retirement planning process includes discussion, presentation, implementation, and progress monitoring. It focuses on accumulation, protection, and transfer of wealth. Scott Floersheim, owner and sole advisor of the firm, is a Certified Financial Planner and member of the National Association of Personal Financial Advisors.

9400 Holly Avenue Northeast
Albuquerque, NM 87122

Website

Website
MGM, LLC

MGM, LLC

MGM, LLC is a full-service financial advisor located in Albuquerque, New Mexico. Their team is comprised of expert wealth management and planning advisors. MGM, LLC helps customize planning solutions for their customers. They are responsive, committed to outstanding service and care about the investors' financial peace-of-mind. MGM, LLC is a registered financial advisor.

Albuquerque, NM 87109

Website

Website
Oakmont

Oakmont

  • Certified Financial Planner (CFP)

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.

2001 Carlisle Boulevard Northeast
Albuquerque, NM 87110

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Portfolio Wealth Advisors

Portfolio Wealth Advisors

  • Certified Financial Planner (CFP)

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.

6100 Uptown Boulevard Northeast
Albuquerque, NM 87110

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Retirement & Legacy Solutions

Retirement & Legacy Solutions

Retirement and Legacy Solutions is a full service independent financial services and investment advisory company located in Albuquerque, New Mexico. The company's team understands there’s nothing quite as peaceful as knowing that their clients' families and finances are in good hands with a company that can be trusted. Their services include investment management, investment analysis, financial planning, estate and inheritance, and more. Retirement and Legacy Solutions has developed and adheres to a 7-principal Standard of Care that is used with each client.

Albuquerque, NM 87110

Website

Website
Retirement Extender

Retirement Extender

  • Certified Financial Planner (CFP)
  • Tax Planning

Founded in 2012, Retirement Extender is a financial advisory firm headquartered in Albuquerque. It offers a range of wealth management solutions to business owners, executives, and affluent and moderately affluent families throughout the metro. The firm's wealth advisors provide portfolio management services. In addition, they plan taxes, estates, education, and charitable support. The company's managing member, Steven Margulin, has earned designations as a Certified Financial Planner and a Chartered Financial Consultant. Margulin is also a certified public accountant.

7301 Jefferson Street Northeast
Albuquerque, NM 87109

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sandia Wealth Management

Sandia Wealth Management

  • Certified Financial Planner (CFP)

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.

9201 Montgomery Blvd NE
Albuquerque, NM 87111

Website

Website
Steve Lynch Wealth Management

Steve Lynch Wealth Management

  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

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.

6605 Uptown Boulevard Northeast
Albuquerque, NM 87110

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tardy & Co., PC

Tardy & Co., PC

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.

Albuquerque, NM 87110

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

The Cates Team

The Cates Team

  • Estate Planning

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.

6301 Uptown Boulevard Northeast
Albuquerque, NM 87110

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Platinum Lynx Company LLC

The Platinum Lynx Company LLC

Established in 1999, The Platinum Lynx Company LLC is a financial advising company serving Albuquerque and the surrounding areas. Some of its financial services are financial planning and restructuring, resolution for money losses, help with bank debt, and installation of accounting systems for various clients, such as lawyers, CPAs, business owners, and investors. The finance specialists at this firm typically work on economic modeling, financial research, Angel Funding evaluation for startups, and private-side work for emerging and mature venture capital markets.

400 Gold Avenue Southwest
Albuquerque, NM 87102

Website

Website

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