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Top Rated Financial Advisors

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Over 1,539 reviews for
Albuquerque Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Albuquerque

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

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Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Albuquerque

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors 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!

A G EDWARDS & SONS INC

6501 AMERICAS PKWY NE
Albuquerque

A-1 Bail Bonding

1028 6th St NW
Albuquerque

Accelerated Benefits

5880 Venture Drive

Accurate Mortgage nmls#254698

6605 Uptown Blvd NE
Albuquerque

Albuquerque Credit Repair

7920 Wyoming Boulevard NE
Albuquerque

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Alpha Omegal Total Asset Protection, LLC

13461 Desert Hills Pl NE
Albuquerque

Altenburg Asset Advisors, LLC

4600-B Montgomery Blvd. NE
Albuquerque

APPLIED ASSETS LLC

12108 Elena Dr NE
Albuquerque

Balkcom Pearsall & Parrish CPAs PA

1201 Eubank Blvd NE
Albuquerque

BANC OF AMERICA INVESTMENT SVC

303 ROMA AVE NW
Albuquerque

BANC OF AMERICA INVESTMENT SVC

1704 NM 528 NW
Albuquerque

BetaFrontier, LLC

858 North Franklin St

BIANCHI & ASSOC INC

4123 EUBANK BLVD NE
Albuquerque

BOSC INC

201 3RD ST NW
Albuquerque

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Carter & Valle Law Firm, P.C.

8012 Pennsylvania Circle, N.E.
Albuquerque

CATALYST FINANCIAL MANAGEMENT

2155 LOUISIANA BLVD NE
Albuquerque

Clark Financial Services, LLC

6747 Academy Road NE
Albuquerque

Credit Repair Albuquerque

414 Central Ave SW

Debt Reduction Services

6213 N Cloverdale Rd #100

Decisive Debt Consolidation

4715 Montgomery Boulevard Northeast

Diana Manning CPA LLC

7007 Wyoming NE
Albuquerque

Downing ADR & Legal Services LLC

2074 Galisteo St. B5
Santa Fe

EDWARD JONES

8205 SPAIN RD NE
Albuquerque

EDWARD JONES

9200 MONTGOMERY BLVD NE
Albuquerque

EDWARD JONES

1540 TRAMWAY BLVD NE
Albuquerque

EDWARD JONES

10200 CORRALES RD NW
Albuquerque

Edward Jones

7410 Montgomery Blvd NE
Albuquerque

EVENT PALACE

1413 EUBANK BLVD NE
Albuquerque

F.A.T. Freedom

4/41 Meinzinger Ave.

FAIRFIELD INVESTMENT ADVISORS

6757 ACADEMY RD NE
Albuquerque

FINANCIAL NETWORK INVESTMENT

2500 LOUISIANA BLVD NE
Albuquerque

FINANCIAL NETWORK INVESTMENT

6100 Uptown Blvd NE Ste 220
Albuquerque

FIRST AMERICAN FINANCIAL ADVSR

2155 LOUISIANA BLVD NE
Albuquerque

fractal profile wealth management

4801 lang ave
Albuquerque

Freyman CPA, P.C.

57 Washington Ave

GOODWIN BROWNING & LUNA INC

7801 ACADEMY RD NE
Albuquerque

Gwyther & Holt Investment Advisors

6100 Uptown Blvd NE suite 510
Albuquerque

High Desert Home Lending, LLC

6417 Pojoaque Dr NW
Albuquerque

Howard Friedman

6501 Americas Pkwy NE
Albuquerque

iBank

3090F Pullman St

INVESTMENT CENTER

527 SAN ANDRES AVE NW
Albuquerque

IRS Tax Help Team

1201 S Beach Blvd

J.R.A.M.

1305 El Rancho Drive SW
Albuquerque

JORDAN ENTERPRISES INC

6739 ACADEMY RD NE
Albuquerque

Judy Lawrence - MoneyTracker

PO Box 21254
Albuquerque

KELM FAMILY LTD PARTNERSHIP

12915 MANITOBA DR NE
Albuquerque

Kortright Partners Inc

7685 Hickory St

Law Office Of George "Dave" Giddens PC

10400 Academy Rd NE Suite 350
Albuquerque

Lendinero

848 Brickell Ave 603

LINSCO PRIVATE LEDGER

2413 DIETZ FARM RD NW
Albuquerque

LINSCO PRIVATE LEDGER

6501 AMERICAS PKWY NE
Albuquerque

Lost Angels International, Inc.

1170 Peachtree Street NE

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho

Max Herrera Farm Bureau Finacial Services

2401 Cabezon Blvd. SE, Ste. 102
Rio Rancho

Meridian Wealth Advisors, LLC

9400 Holly Ave NE Bldg 4
Albuquerque

Morgan Stanley Smith Barney

6565 America's Parkway NE, Suite 400
Albuquerque

MOSS ADAMS WEALTH ADVISORS LLC

6100 UPTOWN BLVD NE
Albuquerque

My New Mexico Payday

400 Gold Ave SW
Albuquerque

new mexico annuities

4801 lang ave
Albuquerque

Organic Innovations Inc

2324 Bartolo Ave Sw
Albuquerque

OXFORD WEALTH ADVISORS, LLC

481 Quantum Road NE
Rio Rancho

PATTILLO BROWN & HILL

6743 Academy Rd NE Ste B
Albuquerque

RAYMOND JAMES FINANCIAL SVC

4110 WOLCOTT AVE NE
Albuquerque

RAYMOND JAMES FINANCIAL SVC

10400 ACADEMY RD NE
Albuquerque

RBC DAIN RAUSCHER

6301 UPTOWN BLVD NE
Albuquerque

REMINGTON ADVISORS INC

12124 HICKORY CT NE
Albuquerque

Shannon Johnson Farmers Insurance

3809 Atrisco Dr. NW, Suite C
Albuquerque

SMITH BARNEY

6565 Americas Pkwy NE Ste 400
Albuquerque

Solutions Accounting & Financial LLC

PO Box 66274
Albuquerque

State Farm Mutual Automobile Insurance Company

8625 Golf Course Rd NW
Albuquerque

STEVE IVERSEN & ASSOC

5600 Wyoming Blvd NE Ste 210A
Albuquerque

Steve Lynch Wealth Management

6605 Uptown Boulevard NE Suite 290
Albuquerque

Stress Free Payday Loans

2314 Central
Albuquerque

Sunset Insurance Corp

1905 San Mateo Blvd NE
Albuquerque

The Mutual Fund Store

6600 Indian School Rd NE
Albuquerque

The Mutual Fund Store

422 Medico Lane, Suite B
Santa Fe

Turpen Consulting, LLC

4935 Fairfax NW
Albuquerque

UBS FINANCIAL SVC

2155 LOUISIANA BLVD NE
Albuquerque

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

Victor A. Montoya Insurance

PO Box 23053
Santa Fe

VNMutual Solutions Inc

1 Lincoln Centre

WACHOVIA SECURITIES

6501 AMERICAS PKWY NE
Albuquerque

WELLS FARGO INVESTMENTS

200 LOMAS BLVD NW
Albuquerque

Winslow Wood & Associates

2201 San Pedro NE, Bldg 25
Albuquerque

Zia Trust Inc

613 Old Santa Fe Trail
Santa Fe

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