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Best Financial Advisors in Rio Rancho

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Rio Rancho, NMRio Rancho, NM

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.

Rio Rancho, NMRio Rancho, 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: --

6100 Seagull St. NE Suite B-205, Albuquerque, NM 87109
Albuquerque, NM 87109
  • Finance Planning

Avatrine Financial is an advisory firm serving the Rio Rancho community. It aims to help clients build and protect their wealth by providing financial advisory services, such as investment advisory, money management, employee benefits consulting, and legacy planning. The firm also offers insurance and Medicare plans. CEO Kayla Hebb, a financial advisor since 2005, served as president of NAIFA New Mexico. She has a Bachelor's degree in Finance and a Master's degree in Financial Services.

6100 Seagull St. NE Suite B-205, Albuquerque, NM 87109
Albuquerque, NM 87109

Website(505) 515-6427

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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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (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: --

Detail: --

8220 San Pedro NE Ste 505, Albuquerque, NM 87113
Albuquerque, NM 87113
  • Finance Planning

Bret Hamilton is a wealth management advisor from Northwestern Mutual who serves the Rio Rancho community. He specializes in retirement planning and also offers a wide range of financial services, such as education funding, estate planning, and assistance with employee and executive benefits. Hamilton also offers a variety of insurance products, including long-term care, disability income, and term and permanent life insurance. He can also help clients make informed decisions on choosing asset allocation strategies for their financial goals. Hamilton is a Chartered Financial Consultant.

8220 San Pedro NE Ste 505, Albuquerque, NM 87113
Albuquerque, NM 87113

Website(505) 872-7844

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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+

5951 Jefferson St. NE, Suite D, Albuquerque, NM 87109
Albuquerque, NM 87109
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

Charles Stephen is a financial advisory firm serving individuals and families in Rio Rancho. Its advisors assist clients in their financial affairs and meet them regularly to review their portfolios. They also discuss clients' changing circumstances and inform them about potential financial threats. Their signature services also include budgeting and cash-flow management, business succession planning, asset protection and risk management, and tax planning strategy formulation. Co-founder Steve Ciepiela has 40 years of experience in the industry, holding various designations, including CFP, CRC, and an AIF.

5951 Jefferson St. NE, Suite D, Albuquerque, NM 87109
Albuquerque, NM 87109

Website(505) 884-0451

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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+

5130 Masthead St. NE Suite C, Albuquerque, NM 87109
Albuquerque, NM 87109
  • Financial Planning

Davis Advisory Group, LLC, is a company that serves the residents of Rio Rancho and the neighboring communities. Its team of professionals offers a wide range of options, including wealth management, income tax planning, and 401(k) rollovers. The business also assists with retirement planning, estate preservation or distribution, and social security distribution planning. Davis Advisory Group, LLC, has been providing financial services since 2001. Its owner and financial advisor, Chris Davis, has 25 years of industry experience.

5130 Masthead St. NE Suite C, Albuquerque, NM 87109
Albuquerque, NM 87109

Website(505) 242-8885

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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: A+

Helpfulness: A+

Detail: A+

2125 Wyoming Blvd NE, Albuquerque, NM 87112
Albuquerque, NM 87112
  • Certified Financial Planner (CFP)

Forthright Financial Planning LLC provides financial advisory services to clients in Rio Rancho and the surrounding communities. It focuses on investment management to assist individuals in preparing for their future goals. It also guides clients in establishing financial plans, including tax strategies, debt control measures, cash flow plans, budgets, and Social Security maximization analysis. The company serves clients going through major life transitions, such as the death of spouses or having children with special needs.

2125 Wyoming Blvd NE, Albuquerque, NM 87112
Albuquerque, NM 87112

Website(505) 508-5550

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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: --

8220 San Pedro Dr. NE Suite 310, Albuquerque, NM 87113
Albuquerque, NM 87113
  • Certified Financial Planner (CFP)
  • Finance Planning

John Moore Associates advises Rio Rancho residents on their financial concerns. Its team collaborates with insurance advisors, CPAs, estate attorneys, and business planners to assess each aspect of the client's life and create a plan that meets their goals. The company incorporates biblical principles in its wealth management and investment strategies. Since 2012, it has helped families transfer over $28 million worth of charitable donations. John Moore, who established the firm in 1997, is a Certified Kingdom Advisor and Certified Investment Management Analyst.

8220 San Pedro Dr. NE Suite 310, Albuquerque, NM 87113
Albuquerque, NM 87113

Website(505) 881-5100

Show Number

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+

4425 Juan Tabo NE Suite 101, Albuquerque, NM 87111
Albuquerque, NM 87111
  • Financial Planning

Kevin A. Brown provides financial planning services for clients in Rio Rancho. The firm implements the PAIL approach in serving customers. It helps in finding the right protection plans such as long-term care and disability insurance. Its agents assist in asset management, offering tax-efficient strategies in planning one's retirement. In addition, they advise about generating income for retirement and legacy planning. Brown is a Chartered Life Underwriter and a Chartered Financial Consultant who works with people like dentists and attorneys in the yoyo economy.

4425 Juan Tabo NE Suite 101, Albuquerque, NM 87111
Albuquerque, NM 87111

Website(505) 369-1224

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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: --

9400 Holly Ave NE, Bldg 4, Albuquerque, NM 87122
Albuquerque, NM 87122
  • Finance Planning

The Legacy Financial Group caters to any financial planning inquiries and concerns around Rio Rancho. It assists in value-based financial planning, asset management, and income tax preparation. It also offers products for life, disability, long-term care insurance. Its advisors employ a hands-on approach by personally educating clients on their options and their goals. One of its managing partners, Edwin S. Fernandez, is a certified public accountant and Personal Financial Specialist with over 20 years of experience in the industry.

9400 Holly Ave NE, Bldg 4, Albuquerque, NM 87122
Albuquerque, NM 87122

Website(505) 839-0224

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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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

64 (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+

2240 Grande Blvd SE Suite 103, Rio Rancho, NM 87124
Rio Rancho, NM 87124
  • Tax Planning

Nagel CPAs, LLC, is an accounting and financial advisory firm serving Rio Rancho. One of its core services is financial planning. Its advisors help clients develop a plan tailored to their needs such as retirement. Other services include client accounting and bookkeeping, financial reporting, and tax planning and preparation. Its founder, Roger Nagel, is a certified public accountant and served as the chief financial officer in a large independent school. He has more than 40 years of experience in the industry.

2240 Grande Blvd SE Suite 103, Rio Rancho, NM 87124
Rio Rancho, NM 87124

Website(505) 898-2558

Show Number

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:

7 (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+

2001 Carlisle Blvd NE, Ste D, Albuquerque, NM 87110
Albuquerque, NM 87110
Instagram
  • Retirement Planning
  • Financial Planning

Serving Rio Rancho and the nearby areas, Oakmont is a financial advisory firm that serves clients' financial planning needs in the area. The firm has been in business since 1970, offering individuals and their families customized financial roadmaps that help them attain their long-term financial objectives. These strategies include investment management, income planning, tax planning, healthcare planning, and estate or legacy planning. Oakmont has been featured on various media outlets such as Forbes, Yahoo! Finance, and CBS.

2001 Carlisle Blvd NE, Ste D, Albuquerque, NM 87110
Albuquerque, NM 87110

InstagramWebsite(505) 821-6966

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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:

20 (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

6100 Uptown Blvd, Suite 540, Albuquerque, NM 87110
Albuquerque, NM 87110
  • Certified Financial Planner (CFP)

Portfolio Wealth Advisors provides wealth management services to clients in the metro of Rio Rancho. With the understanding that each client has different financial goals, the company designs and customizes programs based on their unique aspirations. Its advisors monitor the performance of the client's portfolio and make necessary adjustments to maximize returns. They also help clients save for retirement, minimize tax exposure, and plan their estate. Lee Munson, the firm's founder, is the author of Rigged Money: Beating Wall Street at Its Own Game.

6100 Uptown Blvd, Suite 540, Albuquerque, NM 87110
Albuquerque, NM 87110

Website(505) 884-3445

Show Number

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+

6605 Uptown Blvd NE Ste 330, Albuquerque, NM 87110
Albuquerque, NM 87110
  • Financial Planning

Steve Lynch Wealth Management serves clients in and around Rio Rancho. For the past 30 years, the firm has been helping clients achieve their long-term financial objectives through personalized strategies and solutions. This includes conducting a thorough analysis of a client's financial status, setting realistic and attainable goals, creating customized financial plans, and continuously tweaking and evaluating strategies to ensure all needs are met. President Stephen C. Lynch has been a Certified Financial Planner since 1990.

6605 Uptown Blvd NE Ste 330, Albuquerque, NM 87110
Albuquerque, NM 87110

Website(505) 881-7526

Show Number

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:

28 (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+

7601 Jefferson St. NE Ste # 360, Albuquerque, NM 87109
Albuquerque, NM 87109
  • Retirement Planning
  • Wealth Management
  • Investment Advisor

UAS Wealth Advisors offers clients in Rio Rancho assistance in managing their finances. Its advisors help individuals and families in different financial matters, such as identifying the right insurance coverages, developing savings plans, and preparing for retirement. They also bring their investment experience into practice by guiding customers in building, implementing, and maintaining an investment portfolio. In addition, they provide employers with pre-existing 401k plans with fiduciary education, investment oversight, and plan setup. The firm has been in service for over 30 years.

7601 Jefferson St. NE Ste # 360, Albuquerque, NM 87109
Albuquerque, NM 87109

Website(505) 856-5600

Show Number

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)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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