4 Best Gold IRA Investment Companies Near Me in Albuquerque, NM – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Oakmont Advisory Group – Fiduciary Financial Advisor, Albuquerque, NM
ADDRESS: 2001 Carlisle Blvd NE Ste D, Albuquerque, NM 87110, United States
NUMBER: +1 505-821-6966
SERVICES: Estate planning, Financial planning, Insurance annuity investment advisement, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Management Services, Comprehensive Financial Planning, Comprehensive Planning, Customized Investment Strategy, Financial Planning Services, Financial Plans And Advisory, Financial Advisors, Investment Accounts, Investment Advisor, Investment Advisors, Retirement Design, Retirement Planning, Retirement Solutions
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Financial planning begins with research, as there are numerous options that can easily lead to confusion. We believe in someone local, ensuring you do not feel overwhelmed by a one-size-fits-all plan or having to complete forms before meeting to discuss. Our first step involved Brandon, who was open to meeting and talking in person, which we found to be crucial. He listened to our needs and the timeframe we planned. Brandon posed some straightforward questions and provided his insights on how we could achieve our objectives. He created a comfortable atmosphere, allowing us to proceed without feeling rushed. We required assistance in certain areas, and Brandon was exceptionally helpful and accommodating. Most importantly, we arranged for face-to-face meetings to share and review our progress. We needed help to see tomorrow, how to take the necessary steps now, to help insure tomorrow. Brandon, along with the Oakmont team, demonstrated professionalism, honesty, and trustworthiness in our financial journey. – Danny Thomason
REVIEW #2 – Finding Oakmont Advisory Group has been such a blessing. We’ve been working with Brandon for almost a year and have been very happy. We are newly retired and were really floundering with how to handle our investment and retirement accounts. The “big box” investment company was of no help advising us with the best avenue going forward in retirement. Oakmont was referred to us by a family member who is also a happy client. Brandon listened to our concerns and needs in retirement and has created a great portfolio strategy to accomplish securing our financial goals. He’s very knowledgeable, he’s easy to talk to and very personable. We have enjoyed working with him. We always leave our meetings with Brandon feeling very optimistic and with peace of mind that we will be financially sound during our senior years. Thank you very much Brandon and all of the Oakmont team! We really appreciate you! We highly recommend the Oakmont Advisory Group for anyone looking for a wonderful investment/retirement group to lead you. – Alan & Wendy Schachtner
REVIEW #3 – Brandon and the team at Oakmont Advisory have been amazing to work with! My husband retired last June and we had our money at another firm and had no idea what we were doing. Moving everything to Oakmont and dealing with Brandon has been one of the best decisions we have ever made. He takes the time to explain things so that we will understand and answers all questions we have. He is very knowledgeable in all aspects of things and has a super personality! We feel much better with our retirement and financial future now! – Lisa Quintana
REVIEW #4 – I heard about Oakmont on the radio and decided to give them a call almost 2 years ago. After retiring in February of last year, we got the ball rolling with a financial plan that we felt comfortable with. We have been very pleased with the results and are confident about our future financial situation with Oakmont’s assistance. Brandon has been great to work with, he is personable, knowledgeable, and a true professional. We are grateful that we found Oakmont in our new transition to retirement. – Craig D
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Legacy Financial Group
ADDRESS: 9400 Holly Ave NE Bldg 4, Albuquerque, NM 87122, United States
NUMBER: +1 505-839-0224
SERVICES: Estate planning, Financial planning, Investment advising, Wealth management, Advisory Services, Asset Allocation Strategy, Financial Planning And Investment Management, Independent Financial Planning, Investment Advisor, Investment Portfolio, Investment Strategies
OFFICE HOURS
| Mon | 8:00 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
| Wed | 8:00 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
| Thu | 8:00 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
| Fri | 8:00 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The team at Legacy Financial Group is amazing! They took the time to make sure I fully understood and felt confident in my investment strategy. They listened closely to my financial goals and continue to help me stay on track. Their deep knowledge of the market and current trends has given me real peace of mind when it comes to my financial future. I’m so grateful for their guidance and support – Tanya Robinson
REVIEW #2 – Mario Torres has been nothing but outstanding for me. Mario came highly recommended by multiple people and he has lived up to all expectations. I 100% trust him and know he always has my best interest. If anyone wants or needs a financial advisor make Mario your first call. – Ronald Spiegel
REVIEW #3 – Legacy Manages my company’s 401k for our employees and have been nothing short of amazing. Mario Torres is very attentive professional but also understands how small businesses work and puts us in the most advantageous position we can be in and helps us take advantage of opportunities whenever they arise. – michael sanchez
REVIEW #4 – Professional and courteous care of our time and money! Our advisor always returns our calls, emails, without fail. This above all gives me the confidence that I can refer him and Legacy to other business owners and individuals because I know from experience that they respect me and my precious time. At a corporate level above our local advisors Legacy has always answered my questions and walked me through an online transaction with an actual HUMAN over the phone. Once again PROFESSIONAL and COURTEOUS really defines they way they treat their clients. Our advisor is Mario Torres, and I trust him with my family, my work family and colleagues. He is a local Native New Mexican that is dependable and most important trustworthy! Truthfully he earns ten stars every time we need his expertise. – Auto Angel
REVIEW #5 – Working with Mario has been a game-changer for our financial journey. From the very first meeting, it was clear that Mario isn’t just another financial advisor—he’s a true expert who genuinely cares about his clients’ success. He takes the time to understand our goals, answer every question with clarity, and, most importantly, provides tailored strategies that make sense for our unique situation.
Mario has an incredible ability to simplify complex financial concepts, making us feel confident and informed in every decision. Whether it’s retirement planning, investment strategies, or budgeting advice, his insights have helped us maximize our financial potential while minimizing stress.
What sets Mario apart is his approachability and dedication. He’s always available when we need him and is proactive in keeping us updated on market trends and portfolio performance. His transparency and trustworthiness are unmatched, and it’s clear that he’s focused on our long-term financial health, not just short-term gains.
Thanks to Mario’s expert guidance, we’ve made strides toward achieving financial independence and security, and we couldn’t be more grateful. If you’re looking for a financial advisor who goes above and beyond, Mario is the person you want on your team. – Derrick Martinez
Lifetime Retirement Strategies
ADDRESS: 4121 Eubank Blvd NE, Albuquerque, NM 87111, United States
NUMBER: +1 505-292-8817
SERVICES: Equity Strategies, Estate Management, Estate Planning, Financial Advisor, Financial Planning Retirement, Investment Advisory Firm, Investment Management, Investment Products, Investment Strategies, Retirement Investment, Retirement Strategies, Retirement income planning, Roth Ira, Simple Ira, Tax Planning Strategies, Traditional Ira, Wealth Management
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve worked with Ken and his wife, Courtney Bowers for more than 15 years and I have had only positive experiences with them in my financial dealings. I have found them to be not only very knowledgeable and professional but also very down to earth and caring people. I have put my complete trust in them with my very modest lifetime savings and have never been disappointed. They are both very good at communicating any concerns or changes in my portfolio and have always made themselves available for me to ‘check in’ and explain or help me to understand things that I know little about. I would highly recommend Ken and Courtney to my family and friends as highly respected financial advisors/managers. – Regina Cooper
REVIEW #2 – We have been working with Ken and Courtney for many years and have greatly benefited from their expertise, but even more important to me has been their professionalism and their kindness. They really care about their clients and they have been making decisions for our financial health based on many economic factors. They are careful to explain their reasoning behind those decisions. We trust them completely and I can’t ask for any more than that. I highly recommend Lifetime Retirement Strategies no matter where you are in your investing journey. – Nancy Adams
REVIEW #3 – Ken and Courtney Bowers of Lifetime Retirement Strategies were referred to us by a friend whose confidence and respect for them as Brokers was and is outstanding. They have a team available to assist their clients. They are quick to respond to calls. Ken, Courtney and their team are not only very knowledgeable but also friendly, welcoming and help you be at ease with their expertise. We thank our friend for the recommendation and we highly recommend them as well! – Maria Rivera
REVIEW #4 – After many months of searching and interviewing financial advisors, my husband found Lifetime Retirement Strategies. Ken and Courtney and team are not only smart and ethical, but also kind and caring. I absolutely recommend them, and most importantly, trust their counsel. Our portfolio has grown and we have received excellent advice. I am now confident about retirement. Highly recommend. – Melissa and Dan Stock
REVIEW #5 – Ken and Courtney have managed our investment portfolios for many years. They are very accessible when we need to request a transaction, have a question, or just want to meet for a financial check up. Ken explains what he is doing with our investments, and why, and we feel he and Courtney listen to our needs and concerns and act in our best interests. We recommend their services if you are in need of a financial advisor. – Deb Barreras
Steve Lynch Wealth Management
ADDRESS: 6605 Uptown Blvd NE Ste 370, Albuquerque, NM 87110, United States
NUMBER: +1 505-881-7526
SERVICES: Retirement and IRAs, Wealth management, Advisory Services, Asset Management And Plan, Estate Planning, Financial Advisors, Investment Options, Investment Strategies, Retirement Planning
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Steve Lynch Wealth Management has been helping me grow and manage my finances for a little over 4 years now. Giving Steve a call has been one of the best decisions I have made. 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. If you think wealth management is only for the wealthy then please give this team a call. Steve, Kyle, and Jesus have shown me that anyone can have a professional on their side. I truly feel that they have my best interest in mind. – george ott
REVIEW #2 – Steve Lynch and his team are THE BEST! I had inherited a small investment and the financial manager I had was not helpful in helping me understand, much less increase my nest egg.
Steve, Kyle and Jesus all took the time with me at the outset to review what I had, and made the complex world of money understandable to me; they helped me strategize future investments and are so friendly and extremely knowledgeable! They helped me feel comfortable talking about money, how to take command of what I have and how to move forward with investing. Each and every one of this team wants me to be wealthy, so if you need help with your money go meet with Steve Lynch’s team – you’ll be impressed!! – Rena Treacher
REVIEW #3 – My husband and I have been clients of Steve Lynch since 2010! So to celebrate this 10th anniversary with them I want to give a great big shout out to their team! Steve and Kyle have been amazing with our finances as well as my parents! I have friends that also benefit from the financial guidance Steve has provided. We are all so pleased that we started with them when we did! However, we wish that we had done it sooner!
The star of their team however is Jesus Alvarez!! He is the go to and the glue that keeps the office together!!! He is fast to answer the phones and responds quickly if you ever have to leave a message! He has an absolute heart of gold and loves every one of the Steve Lynch Wealth Management Clients!
We can’t thank the team enough for all of their help over the past 10 years! Here’s to the next 10, 20, 30!!!!!! – Kelli Szuch
REVIEW #4 – Steve, Jesus’ and Kyle are a brilliant team who really know what they are doing when it comes to taking good care of my finances. My parents were long-term clients and I’ve been with SLWM since 2002 after I came into a small amount of money through a settlement. I moved permanently to the UK in 2006 (having married a Brit) and I never once thought about moving my money over here to Britain. Why should I when Steve is doing such a good job in growing my money? Not only do I get a fantastic financial service, the guys are all just really nice people and treat me with the utmost respect and consideration. I enjoy speaking with Jesus’ who is a lovely human being and a real pleasure to chat with. He never makes me feel like an idiot, even when I ask the dumbest questions! I am not at all money savvy and I really don’t have the first clue about anything financial but I trust Steve completely as did my parents and I know he will always have my best interests at heart. – Sara Page
REVIEW #5 – I am substantially better off now than I was before I started working with Steve Lynch Wealth Management. My financial health and my peace of mind are all due to his guidance and support. Everyone treats me like family and they are always willing to take the time to answer any questions I have. They explain things in a way that’s easy to understand. Steve, Kyle, and Jesus are true professionals and I’m lucky to have them on my side. – Jack C. Ansley
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