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Best Financial Advisors in Albuquerque, New Mexico

Navigating the complex world of financial planning can be a daunting task. Whether you’re planning for retirement, managing investments, or seeking advice on debt relief, the right financial advisor can make all the difference. Albuquerque, New Mexico, boasts a variety of financial advisors with diverse specializations and services. In this article, we’ll explore some of the best financial advisors in the area, what to look for when choosing an advisor, and key credentials to consider. Let’s dive into the details, highlighting Yelp reviews, contact information, and more to help you make an informed decision.

What to Look for in a Financial Advisor

When seeking a financial advisor, it’s crucial to understand what services you need and what you should look for in a professional. Financial advisors can offer a wide range of services, including investment management, retirement planning, tax planning, and estate planning. Identifying your needs is the first step. For instance, if you’re close to retirement, you’ll want an advisor experienced in retirement planning and income strategies.

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It’s also important to consider the advisor’s fee structure. Some advisors charge a percentage of assets under management (AUM), while others may charge hourly rates or flat fees. Understanding how an advisor is compensated can help you assess any potential conflicts of interest. Furthermore, check the advisor’s credentials and experience. Look for certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), which indicate a high level of expertise and ethical standards. Finally, personal rapport and trust are essential. You need to feel comfortable discussing your financial situation openly.

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Steve Lynch Wealth Management

Steve Lynch Wealth Management is a well-established firm in Albuquerque, led by Steve C. Lynch, who holds Series 7 and Series 24 licenses. The firm provides comprehensive financial planning services, including wealth management, retirement planning, and tax planning. Clients appreciate the personalized approach and the team’s dedication to simplifying complex financial processes. They work closely with clients to develop customized plans that meet individual needs and goals.

  • Contact Information:
    • Address: 6605 Uptown Blvd NE, Suite 330, Albuquerque, NM 87110
    • Phone: (505) 881-7526
    • Website: Steve Lynch Wealth Management
    • Email: scl@u***.com

Oakmont Advisory Group, LLC

Founded by Ralph Hicks, Oakmont Advisory Group offers a full suite of financial services designed to instill confidence in clients’ financial futures. The firm’s longstanding reputation is built on timeless values of dignity and respect. They provide tailored financial planning, investment advising, and retirement planning, ensuring each client’s unique needs are met.

  • Contact Information:
    • Address: 2001 Carlisle Blvd NE, Suite D, Albuquerque, NM 87110
    • Phone: (505) 821-6966
    • Website: Oakmont Advisory Group

Crow Financial Advisors

Crow Financial Advisors, led by Tom Crow, is known for its integrity and personalized approach to financial planning. With over 30 years of experience, the firm specializes in building wealth for clients of all ages and stages. They use a unique risk analysis tool to tailor investment portfolios to each client’s risk tolerance.

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Zanetti Financial, LLC

Zanetti Financial, led by Greg Zanetti, emphasizes fiduciary responsibility and client-focused service. The firm offers investment advice, portfolio management, and comprehensive financial planning. Zanetti Financial is dedicated to providing sound investment management that exceeds client expectations.

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The Strong Group, Merrill Lynch Wealth Management

The Strong Group, part of Merrill Lynch Wealth Management, offers personalized financial strategies to help clients achieve their long-term goals. Led by Suzanne Strong, CFP®, and Lucas Romero, the team provides a range of services, including investment management, retirement planning, and estate planning. Their approach focuses on understanding each client’s unique financial situation and goals.

Credentials to Look for in a Financial Advisor

Choosing a financial advisor with the right credentials ensures you receive professional and ethical advice. Here are some key certifications to look for:

  • Certified Financial Planner (CFP): CFPs are required to complete rigorous coursework, pass a comprehensive exam, and adhere to strict ethical standards.
  • Chartered Financial Analyst (CFA): CFAs undergo extensive training in investment management and analysis, making them well-suited for advising on complex investment strategies.
  • Certified Public Accountant (CPA): CPAs are experts in tax planning and accounting, providing valuable insights for clients with complex tax situations.
  • Personal Financial Specialist (PFS): This designation, awarded to CPAs with additional financial planning education, combines expertise in tax and financial planning.

Yelp Reviews Highlights

Steve Lynch Wealth Management: “Steve Lynch Wealth Management has been helping me grow and manage my finances for over four years. They treat me like family, always willing to answer questions and explain things clearly. Steve, Kyle, and Jesus have shown me that anyone can benefit from professional financial advice.”

Oakmont Advisory Group: “Oakmont Advisory has been a cornerstone in my financial planning. Their personalized approach and commitment to my financial well-being are unmatched. They made me feel confident about my financial future.”

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Crow Financial Advisors: “Working with Tom Crow has been a game-changer. The team’s unique risk analysis tool helped me understand my risk tolerance and tailor my investment portfolio accordingly. They genuinely care about my financial success.”

Zanetti Financial: “Greg Zanetti’s team is passionate about providing sound financial advice. Their fiduciary responsibility and client-focused service have consistently exceeded my expectations.”

The Strong Group, Merrill Lynch: “Suzanne Strong and her team at Merrill Lynch have been instrumental in helping me achieve my financial goals. Their personalized strategies and comprehensive approach make all the difference.”

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Contact Information Table

Financial Advisor Address Phone Website Email
Steve Lynch Wealth Management 6605 Uptown Blvd NE, Suite 330, Albuquerque, NM (505) 881-7526 Steve Lynch Wealth Management scl@u***.com
Oakmont Advisory Group 2001 Carlisle Blvd NE, Suite D, Albuquerque, NM (505) 821-6966 Oakmont Advisory Group
Crow Financial Advisors 8210 Louisiana Blvd NE, Suite B, Albuquerque, NM (505) 243-2281 Crow Financial Advisors info@crowfa.com
Zanetti Financial, LLC 5130 San Francisco Rd NE, Suite A, Albuquerque, NM (505) 250-3754 Zanetti Financial greg@zanettifinancial.com, walt@zanettifinancial.com
The Strong Group, Merrill Lynch 2125 Louisiana Blvd, Suite 200, Albuquerque, NM (505) 884-9831 The Strong Group, Merrill Lynch

Conclusion

Choosing the right financial advisor can significantly impact your financial future. In Albuquerque, you have access to a diverse range of advisors, each with unique specializations and approaches. Whether you’re looking for comprehensive wealth management, personalized investment strategies, or expert retirement planning, the advisors highlighted in this article are among the best in the area. Remember to consider your specific needs, the advisor’s credentials, and their fee structure when making your decision. With the right advisor by your side, you can confidently navigate your financial journey and achieve your goals.

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