Best Financial Advisors in Albuquerque, NM

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

Kubiak & Melton

Kubiak & Melton

(1)
Security You Can Trust, Services You Rely On, Support You Deserve
“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
Transparent Fees & Pricing
6747 Academy Rd NE # A, Albuquerque, NM
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Associated Tax and Accounting

Associated Tax and Accounting

(1)
“The staff was really great, humble, knowledgeable, eager to help and explain where necessary”
Licensed, BBB Rating: A+
In Business Since 2006
Transparent Fees & Pricing
Offers Financing Options
2425 San Pedro Dr NE #200, Albuquerque, NM
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Steve Lynch Wealth Management

Steve Lynch Wealth Management

(8)
Consultation, Budget Planning, Free Initial Consultations
“They treat me like family and even though I have a small account they are always willing to spend the time to answer any questions and explain things in a way that's easy to understand.”
Licensed, BBB Rating: A+
In Business Since 1992
6605 Uptown Blvd NE #330, Albuquerque, NM
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Electronic Money Company | Merchant Services

Electronic Money Company | Merchant Services

(18)
Bank Partners, B2B Payment Processing, ERC Employee Retention Credit
“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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Oakmont Advisory Group

Oakmont Advisory Group

(19)
  • Feel
  • Retirement
  • Options
“The Oakmont Adisory Group provide lots of helpful information through their Seminars, Webinars and in person consultations, including when to claim Medicare, and how to keep your retirement money working for you in retirement instead of good to the I...”
Family Business
In Business Since 2014
2001 Carlisle Blvd NE Suite D, Albuquerque, NM
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Burgmaier & Associates

Burgmaier & Associates

(24)
  • Questions
  • Team
  • Job
“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 2015
Remote Consultations Available
Family Business
4425 Juan Tabo Blvd NE #250, 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 1993
Remote Consultations Available
5911 Jefferson St NE suite a, Albuquerque, NM
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Charles Stephen & Co

Charles Stephen & Co

“Season 2 of our weekly podcast started May 9, and we've had a whole slate of subjects we discussed through the summer from marriage to social security to the special concerns of women in financial planning. We hope you'll listen!”
Licensed, BBB Rating: A+
In Business Since 1987
Accepts All Major Credit Cards
5951 Jefferson St NE, 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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MP Group

MP Group

(4)
“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 A130, 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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Tardy & Co.

Tardy & Co.

(1)
Business Advisory, Tax and Accounting, Financial Advisory
“Very helpful and easy to work with!”
In Business Since 1995
6121 Indian School Rd NE Suite 215, 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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Universal Advisory Services

Universal Advisory Services

“As is UAS, Allworth Financial is still run by its long-time CEOs, Scott Hanson and Pat McClain. These two highly regarded industry leaders not only mirror our devotion to client satisfaction, but they were also once again recently awarded a “Best in ...”
CFP Certified
In Business Since 2018
Transparent Fees & Pricing
7601 Jefferson St NE Ste # 360, Albuquerque, NM
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Bold Financial Group

Bold Financial Group

Employer Sponsored Retirement Plans, Menu of Services
“We have worked hard to develop and refine a process that will help guide you not only towards your retirement goals, but also through retirement by helping take the fear out investing and the markets using our customized G.R.I.D. ("Guide to Retiremen...”
Licensed, BBB Rating: A+
In Business Since 1999
Accepts All Major Credit Cards
6749 Academy Rd NE # A, Albuquerque, NM
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Davis Advisory Group

Davis Advisory Group

(4)
“One of their best attributes is that they will take the time to explain, in plain English, just what is happening either with your current investment or a potential future one.”
In Business Since 2005
5130 Masthead St NE suite c, 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
5120 San Francisco Rd NE, Albuquerque, NM
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Kevin A. Brown, CLU Chfc | Gateway Financial Advisors

Kevin A. Brown, CLU Chfc | Gateway Financial Advisors

(4)
“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
4425 Juan Tabo Blvd NE #101, Albuquerque, NM
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Elizabeth G. Olivas CPA

Elizabeth G. Olivas CPA

(3)
“I always enjoy our conversations and I can tell she truly cares about me and my business.”
In Business Since 2014
8650 Alameda Blvd NE Suite 109E, Albuquerque, NM
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Legacy Financial Group

Legacy Financial Group

(2)
“Helped me get started on protecting my future, and the future of my family!”
In Business Since 2005
9400 Holly Ave NE Building 4, Albuquerque, NM
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Crow Financial Advisors

Crow Financial Advisors

(2)
“Tom Crow is always a pleasure to speak with especially regarding anything market related.”
In Business Since 2008
8210 Louisiana Blvd NE B, Albuquerque, NM
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Chandler Planning & Investment

Chandler Planning & Investment

(1)
“Stan is accommodating and highly knowledgeable about the market.”
In Business Since 2011
8500 Menaul Blvd NE suite b-340, Albuquerque, NM
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Redw Financial Advisors and Cpas | Albuquerque, NM

Redw Financial Advisors and Cpas | Albuquerque, NM

(7)
Accounting, Services Overviewredw Offers a Comprehensive Array of Services Designed to Help Organizations Become Stronger, Advisory
“They are super responsive, true subject matter experts (have corrected other accountants' errors), and are just all around kind folks.”
In Business Since 1997
7425 Jefferson St NE, Albuquerque, NM
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Competitive Edge Wealth Management

Competitive Edge Wealth Management

“Our team's comprehensive expertise and diverse skill sets work together to plan, manage, and adjust the financial picture of our clients. This provides our clients with the confidence that their personal finances are in order, so they can focus on wh...”
Licensed, BBB Rating: A+
In Business Since 2004
8650 Alameda Blvd NE Ste. 100E, 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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