Best Financial Advisors in Albuquerque, NM

The highest-rated Financial Planning & Wealth Management companies out of 117 vetted & reviewed in the Albuquerque area.

Steve Lynch Wealth Management

Steve Lynch Wealth Management

(27)
Consultation, Budget Planning, Free Initial Consultations
“It goes to show you are never too young or too old to start planning for your future and it's definitely something I would recommend for everyone to consider doing even if you have student loan debt or even other debts.”
Licensed, BBB Rating: A+
In Business Since 1992
6605 Uptown Blvd NE #330, Albuquerque, NM
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Montgomery, CPA

Montgomery, CPA

(35)
Business Services, Services For Individuals, Industries
“My return was completed before our meeting and though I was expecting to meet with an associate I actually met with Montgomery himself, though I was working on my return with one of his associates.”
Remote Consultations Available
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
8206 Louisiana Blvd NE Suite A, Albuquerque, NM
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Rogers CPA

Rogers CPA

(1)
Business Services, Services For Individuals, Industries
“I am a happy customer.”
Licensed, BBB Rating: A+
In Business Since 1999
Free Initial Consultation
Transparent Fees & Pricing
2727 San Pedro Dr NE, Albuquerque, NM
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Oakmont Advisory Group

Oakmont Advisory Group

(28)
  • Feel
  • Retirement
  • Integrity
“I have been retired now for three (3) years and can honestly tell everyone reading this review that without David and Ralph's guidance my wife and I would not have the financial security we are enjoying today and will enjoy for the balance of our liv...”
In Business Since 2014
2001 Carlisle Blvd NE Suite D, Albuquerque, NM
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Burgmaier & Associates

Burgmaier & Associates

(27)
  • Work
  • Questions
  • Company
“I have had the pleasure of partnering with Burgmaier & Associates on multiple occasions and without fail they continue to display genuine care for their clients.”
Accepts All Major Credit Cards
In Business Since 2013
Remote Consultations Available
Family Business
4425 Juan Tabo Blvd NE #250, Albuquerque, NM
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Mark J Napolin & Associates

Mark J Napolin & Associates

Additional Emoney Client Portal Info, Emoney Client Login, Comprehensive Planning Solutions
“That is why many of our clients have continued utilizing our advice for decades. We offer clients a wide range of innovative, flexible investments, insurance products and financial services that are customized to fit their individual needs and plans....”
Licensed, BBB Rating: A+
In Business Since 1978
Accepts Cash, Debit
6101 Moon St NE # 3000, Albuquerque, NM
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The Renaud Investment Group

The Renaud Investment Group

(1)
“At the Renaud Investment Group Byan Costilla will listen to your needs and goals giving you a path to get there that isn't a one size fits all approach.”
Licensed, BBB Rating: A+
In Business Since 1991
5911 Jefferson St NE suite a, Albuquerque, NM
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Kirk & Associates

Kirk & Associates

(3)
IRS Seizures, Estate Planning, Internal Controls
“John is the best tax guy in Albuquerque”
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
Free Initial Consultation
1717 Louisiana Blvd NE Suite 216, Albuquerque, NM
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Balise

Balise

Business Services, Services For Individuals, Industries
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
Licensed, BBB Rating: A+
In Business Since 2006
Free Initial Consultation
Transparent Fees & Pricing
5501 Eagle Rock Ave NE E4, Albuquerque, NM
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Intelligent Investing

Intelligent Investing

(10)
  • Explanation
  • Retirement
  • Financial Advisor
“Dave is an expert in the field of finance who takes great care in helping his clients understand their financial situation as well as available options to ensure that their financial plan can be realized.”
Transparent Fees & Pricing
In Business Since 2018
4801 Lang Ave NE UNIT 110, Albuquerque, NM
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Electronic Money Company | Merchant Services

Electronic Money Company | Merchant Services

(18)
  • Credit Card
“The very best creditcard processor on the planet great rates perfect customer service I would not give them up as long as I am in business I will use them for my processing.”
Transparent Fees & Pricing
In Business Since 2002
7027 Montgomery Blvd NE suite b, Albuquerque, NM
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Charles Stephen & Co

Charles Stephen & Co

“Steve has been a financial planner for 50 years, one of the very first in the United States to be licensed as a Certified Financial Planner (license no. 70). His depth of experience in financial and income planning, retirement planning, investment st...”
Licensed, BBB Rating: A+
In Business Since 1987
Accepts All Major Credit Cards
5951 Jefferson St NE, Albuquerque, NM
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Saber Financial Group

Saber Financial Group

(1)
Morehomeour Services, Home
“!!!! My partner and I are Very, Very Pleased with our new Policies and Grateful to Jeff for all his Help and Kindness through this process”
Free Initial Consultation
In Business Since 2020
4801 Lang Ave NE #100, Albuquerque, NM
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Associated Tax and Accounting

Associated Tax and Accounting

(1)
“Everyone helping us was very professional, friendly, and thorough, and the price was great.”
Transparent Fees & Pricing
In Business Since 2017
Offers Financing Options
2425 San Pedro Dr NE #200, Albuquerque, NM
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MP Group

MP Group

(5)
“He is always on his A game when it comes to preparing and answering any questions we have!”
Transparent Fees & Pricing
In Business Since 2012
8500 Menaul Blvd NE # B262, Albuquerque, NM
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Truepath Financial Planning

Truepath Financial Planning

(4)
“They are knowledgeable about an array of financial matters, provide helpful advice and suggestions, and also listen well to our financial preferences and goals.”
Transparent Fees & Pricing
In Business Since 2008
3240B Juan Tabo Blvd NE Suite A-2, Albuquerque, NM
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Project Blue Financial Consulting

Project Blue Financial Consulting

(9)
Business Funding, Preventative Health Initiative, Financial Planning
“Small Businesses, this firm is here to help you get the Federal Tax Credits you are entitled to that the big businesses like Google, Amazon and Wal Mart already take full advantage of.”
Coupons & Offers
In Business Since 2020
Albuquerque, NM
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Portfolio Wealth Advisors

Portfolio Wealth Advisors

(3)
“Portfolio has consistently exceeded our expectations with the quality of their recommendations, service and performance; the diversification and periodic re-balancing of our assets; and their attentiveness to our current and future financial challeng...”
Free Initial Consultation
In Business Since 2007
6100 Uptown Blvd NE Suite 540, Albuquerque, NM
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Sklar Capital

Sklar Capital

(7)
  • Retirement
  • Responsive
“- from New Mexico to Washington, DC to Colorado and back to New Mexico - and also internationally(Cambodia), I have stayed with his company for financial management.”
In Business Since 2017
6757 Academy Rd NE, Albuquerque, NM
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Cove Wealth Management

Cove Wealth Management

(1)
Wealth Coordination, Investment Management
“Her integrity is a refreshing change of pace from the many financial planners who just want to sell you something from their standard bag of tricks.”
In Business Since 2022
2125 Wyoming Blvd NE, Albuquerque, NM
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Kevin A. Brown, CLU Chfc | Charles Stephen

Kevin A. Brown, CLU Chfc | Charles Stephen

(5)
“He's a great guy and will go the extra mile to help his clients, explain complex topics, and proactively look for ways to help them pursue their financial goals.”
In Business Since 2014
5951 Jefferson St NE # D, Albuquerque, NM
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Fractal Profile Wealth Management

Fractal Profile Wealth Management

(1)
Financial Planning, Portfolio Management, Retirement Income Planning
“I am very pleased with the success of my portfolio and even more pleased with the customer service I receive there!”
In Business Since 2013
4801 Lang Ave NE UNIT 110, Albuquerque, NM
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KTM

KTM

Audit & Assurance, Client Accounting Services, Fraud Prevention & Detection
“I have used them for 10 years and consider them not just business associates but also friends.”
Licensed, BBB Rating: A+
In Business Since 1982
Accepts All Major Credit Cards
6747 Academy Rd NE # A, Albuquerque, NM
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Zanetti Financial

Zanetti Financial

“If your actions inspire others to dream more, learn more, do more and become more, you are a leader.”
Transparent Fees & Pricing
In Business Since 2018
5130 San Francisco Rd NE Suite A, Albuquerque, NM
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Retirement Planning and Investment Management Services in Albuquerque, NM Cost Estimates

Minimum cost
$1241
Maximum cost
$10549
National Average
$3723
Avg Per Hour Rates
$373
$2482
$6826
Average price range is based on 549 cost profiles
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Average Cost $3723
Minimum cost $1241
Maximum cost $10549
Avg Per Hour Rates $373

Average range $2482 to $6826 is based on 549 cost profiles.

Why these companies made our list

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