Sample Reviews

A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Albuquerque Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Albuquerque Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Albuquerque Financial Planners Provider Name Locked
. (
Albuquerque Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Albuquerque Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Albuquerque Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Albuquerque Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
Albuquerque Financial Planners Provider Name Locked
,
Albuquerque Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

Rating
It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Albuquerque Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
A

Rating
Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
Albuquerque Financial Planners Provider Name Locked
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
Albuquerque Financial Planners Provider Name Locked
(aka Dr.
Albuquerque Financial Planners Provider Name Locked
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
Albuquerque Financial Planners Provider Name Locked
saying, "Help me
Albuquerque Financial Planners Provider Name Locked
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
Albuquerque Financial Planners Provider Name Locked
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
Albuquerque Financial Planners Provider Name Locked
, and will use him again in the future if I need to.

- Dianne H.
A

Rating
Albuquerque Financial Planners Provider Name Locked
8th 2014







Bottom-line,
Albuquerque Financial Planners Provider Name Locked
and
Albuquerque Financial Planners Provider Name Locked
made the process of restating our trust documents
Albuquerque Financial Planners Provider Name Locked
and very affordable.



We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
Albuquerque Financial Planners Provider Name Locked
made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.



Advanced
Albuquerque Financial Planners Provider Name Locked
isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with
Albuquerque Financial Planners Provider Name Locked
was a pleasure and one we recommend to anyone with a need for estate
Albuquerque Financial Planners Provider Name Locked
services and the documents it requires.
- MARYANNA W.
A

Rating
Mr.
Albuquerque Financial Planners Provider Name Locked
provided us with excellent professional service. He took the time to explore our claim, find the relevant paperwork, and explain the details of the situation. He went out of his way to insure that we understood what was required to solve the problem of the contested charges from the medical laboratory. He was dedicated to idea of solving this financial problem fairly for all parties. What a gentleman! The world needs more businessmen with his ethics and his class. May he live long and
Albuquerque Financial Planners Provider Name Locked
.
- Linda V.
A

Rating
Doc
Albuquerque Financial Planners Provider Name Locked
was delayed one week due car problems.
The next week he arrived when he said he would diagnosed and repaired the mower in about an hour.
He showed me exactly what was wrong and explained everything he had to do to get the mower working.

- Martin S.
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All Financial Planners in Albuquerque, NM

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA
We will help you develop a process to make sound financial decisions. we'll show you how to...

A G EDWARDS & SONS INC

6501 AMERICAS PKWY NE
Albuquerque, NM

Accurate Mortgage nmls#254698

6605 Uptown Blvd NE
Albuquerque, NM

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI
Direct business-to-consumer agency that provides insurance information to individuals,...

Allsup Inc

300 Allsup Pl
Belleville, IL
Additional phones - (866) 502-8372, (618) 234-8434, (800) 560-1410. additional fax - (618)...

Altenburg Asset Advisors, LLC

4600-B Montgomery Blvd. NE
Albuquerque, NM
Visit www.altenburgassetadvisors.com for details about us and our services

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ
Although new to angie's list, american federal has been a recognized leader in the mortgage...

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL
Financial and estate planning

APPLIED ASSETS LLC

12108 Elena Dr NE
Albuquerque, NM
Company id - 41812.

Balkcom Pearsall & Parrish CPAs PA

1201 Eubank Blvd NE
Albuquerque, NM
Balkcom, pearsall & parrish cpas pa is a full-service accounting, tax, and financial planning...

BANC OF AMERICA INVESTMENT SVC

303 ROMA AVE NW
Albuquerque, NM

BANC OF AMERICA INVESTMENT SVC

1704 NM 528 NW
Albuquerque, NM

Better Way Credit Card Processing Inc

Clarence Center, NY
Merchants that take credit cards are being charged compliance fees. there are 2 kinds....

BIANCHI & ASSOC INC

4123 EUBANK BLVD NE
Albuquerque, NM

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO
Boost credit 101 will help you improve your credit score by up to 150 points in as little as 2...

BOSC INC

201 3RD ST NW
Albuquerque, NM

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD
National provider of debt management and credit services. see website for additional...

CATALYST FINANCIAL MANAGEMENT

2155 LOUISIANA BLVD NE
Albuquerque, NM

Common Wealth Investment LLC

PO Box 16010
Louisville, KY
Since 1970, frank d. hollan & associates has been assisting clients with diversified business...

Credit Dr.

115A East Main Street
Farmington, NM
Credit dr. is a national company with its corporate headquarters located in farmington nm. we...

Credit Repair Albuquerque

414 Central Ave SW
Albuquerque, Ne
To get any more information about company call us anytime of day.

Decisive Debt Consolidation

4715 Montgomery Boulevard Northeast
Albuquerque, Ne
Its very easy to place order via phone. we are available 24 hours 7 days a week.

Diana Manning CPA LLC

7007 Wyoming NE
Albuquerque, NM

Downing ADR & Legal Services LLC

2074 Galisteo St. B5
Santa Fe, NM
Legal services by an attorney for alternative dispute...

EDWARD JONES

8205 SPAIN RD NE
Albuquerque, NM

EDWARD JONES

7410 Montgomery Blvd NE Ste 103
Albuquerque, NM

EDWARD JONES

9200 MONTGOMERY BLVD NE
Albuquerque, NM

EDWARD JONES

1540 TRAMWAY BLVD NE
Albuquerque, NM

EDWARD JONES

10200 CORRALES RD NW
Albuquerque, NM

EDWARD JONES

6300 Riverside Plaza Ln NW Ste 150
Albuquerque, NM

FAIRFIELD INVESTMENT ADVISORS

6757 ACADEMY RD NE
Albuquerque, NM

FINANCIAL NETWORK INVESTMENT

2500 LOUISIANA BLVD NE
Albuquerque, NM

FINANCIAL NETWORK INVESTMENT

6100 Uptown Blvd NE Ste 220
Albuquerque, NM

FIRST AMERICAN FINANCIAL ADVSR

2155 LOUISIANA BLVD NE
Albuquerque, NM

GOODWIN BROWNING & LUNA INC

7801 ACADEMY RD NE
Albuquerque, NM

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE
Or mission is to get the most competitive rates available with all the major carriers...

High Desert Home Lending, LLC

6417 Pojoaque Dr NW
Albuquerque, NM
Full service mortgage lenidng, including fha, va, reverse mortgages, conventional lending and...

Howard Friedman

6501 Americas Pkwy NE
Albuquerque, NM
Howard friedman is a local financial professional and has been helping people achieve their...

iBank

3090F Pullman St
Costa Mesa, CA
Ibank.com is a matching platform for small business services. these include matching people in...

Insphere Insurance Solutions - Cody Randazzo

7150 E Camelback Rd, Ste 310
Scottsdale, AZ
Master benefits professional specializing in self-employed, small business, or...

INVESTMENT CENTER

527 SAN ANDRES AVE NW
Albuquerque, NM

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA
We are a tax resolution firm. all services are performed in house. staff includes cpa,...

JORDAN ENTERPRISES INC

6739 ACADEMY RD NE
Albuquerque, NM

Judy Lawrence - MoneyTracker

4801 Lang Ave NE suite 110
Albuquerque, NM
Financial counseling/coaching practice serving individuals, couples, families, solopreneurs...

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV
We are a small did mid-size firm we have 7 dedicated employees. we accept all forms of payment...

KELM FAMILY LTD PARTNERSHIP

12915 MANITOBA DR NE
Albuquerque, NM

Kortright Partners Inc

2829 S 88th St
Omaha, NE
Enjoy your visit as you discover kortright partners and the potential we can provide you to...

leading Debt Consolidation

3131 Monroe St
Toledo, Oh
Call us now to place your order from local dealer.

LINSCO PRIVATE LEDGER

2413 DIETZ FARM RD NW
Albuquerque, NM

LINSCO PRIVATE LEDGER

6501 AMERICAS PKWY NE
Albuquerque, NM

Lowell, Blake & Associates

141 Tremont Street
Boston, MA
Lowell, blake is an investment advisory firm helping individuals, families and non-profit...

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM
Flexible appointment hours.

Max Herrera Farm Bureau Finacial Services

2401 Cabezon Blvd. SE, Ste. 102
Rio Rancho, NM
Hello, my name is max herrera and i am an insurance agent/financial advisor with farm bureau...

Morgan Stanley Smith Barney

6565 America's Parkway NE, Suite 400
Albuquerque, NM

Morgan Stanley Smith Barney

6565 America's Parkway NE, Suite 400
Albuquerque, NM

MOSS ADAMS WEALTH ADVISORS LLC

6100 UPTOWN BLVD NE
Albuquerque, NM

Oxford Wealth Advisors, LLC

481 Quantum Road NE
Rio Rancho, NM
Independent financial services firm that has a primary focus on safe and secure alternatives...

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA
We pride ourselves in aggressive credit repair. we don't want to drag out the process. we...

PATTILLO BROWN & HILL

6743 Academy Rd NE Ste B
Albuquerque, NM
Pb&h is a full service cpa firm, offering extraordinary solutions for extraordinary clients....

RAYMOND JAMES FINANCIAL SVC

4110 WOLCOTT AVE NE
Albuquerque, NM

RAYMOND JAMES FINANCIAL SVC

10400 ACADEMY RD NE
Albuquerque, NM

RBC DAIN RAUSCHER

6301 UPTOWN BLVD NE
Albuquerque, NM

REMINGTON ADVISORS INC

12124 HICKORY CT NE
Albuquerque, NM

S P Johnson Group

293 Mulberry St
Buffalo, NY
Sp johnson group operates as an independent insurance producer with licenses in several states...

Shannon Johnson Farmers Insurance

3809 Atrisco Dr. NW, Suite C
Albuquerque, NM
Whether you're looking for auto, homeowners, life, or speciality coverage, i will help you...

SMITH BARNEY

6565 Americas Pkwy NE Ste 400
Albuquerque, NM

Solutions Accounting & Financial LLC

PO Box 66274
Albuquerque, NM

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL
Https://myadvisorvideos.com/southern-trust/

State Farm Mutual Automobile Insurance Company

8625 Golf Course Rd NW
Albuquerque, NM

STEVE IVERSEN & ASSOC

5600 Wyoming Blvd NE Ste 210A
Albuquerque, NM

Sunset Insurance Corp

1905 San Mateo Blvd NE
Albuquerque, NM
Progressive authorized agent sunset insurance is your local albuquerque insurance agency. we...

The Mutual Fund Store

6600 Indian School Rd NE
Albuquerque, NM
Additional dba - mutual funds store.

Turpen Consulting, LLC

4935 Fairfax NW
Albuquerque, NM
Turpen consulting, llc is a fee-only insurance consulting firm. we pride ourselves on decades...

UBS FINANCIAL SVC

2155 LOUISIANA BLVD NE
Albuquerque, NM

United Gold Direct

2945 Townsgate Road
Westlake Village, CA
Gold-backed, ira retirement investments from united gold direct. as a national leader in...

USAA

9800 Fredreicksburg Rd
San Antonio, TX
In 1922, when 25 army officers met in san antonio, texas, and decided to insure each other's...

Victor A. Montoya Insurance

PO Box 23053
Santa Fe, NM
Veteran owned business! fulltime student. i'm normally closed on sunday's however i will make...

WACHOVIA SECURITIES

6501 AMERICAS PKWY NE
Albuquerque, NM

WELLS FARGO INVESTMENTS

200 LOMAS BLVD NW
Albuquerque, NM

WORLD GROUP SECURITIES INC

6739 ACADEMY RD NE
Albuquerque, NM

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