Laurels

Best Financial Advisors in Albuquerque
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Albuquerque Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 145 97 26

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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

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

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

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

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

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

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

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

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