Financial Services

As your life moves, so do your finances. Whether you’re looking for initial financial advise or long-term financial planning, start with these local providers.


Click Category to Expand

Financial Advisors
📋 BAR Financial, LLC
6100 Uptown Blvd NE #610
Albuquerque NM, 87110 (505) 291-8585
barfinancial.net
📋 Choice Financial Inc
191 2nd St NW
Albuquerque NM, 87102 (877) 644-5108
choicefinancialinc.com
📋 Core Financial
6707 Academy Rd NE # B
Albuquerque NM, 87109 (505) 821-5566
corefinancialnm.com
📋 Crow Financial Advisors
8210 Louisiana Blvd NE # B
Albuquerque NM, 87113 (505) 243-2281
crowfa.com
📋 Edward Jones – Financial Advisors
1000 Eubank Blvd NE Suite D
Albuquerque NM, 87112 (505) 296-1990
edwardjones.com
📋 Edward Jones – Financial Advisors
3751 Southern Blvd SE ste g
Rio Rancho NM, 87124 (505) 892-6806
edwardjones.com
📋 Edward Jones – Financial Advisors
10200 Corrales Rd ste c-2
Albuquerque NM, 87114 (505) 922-1321
edwardjones.com
📋 Edward Jones – Financial Advisors
1540 Tramway Blvd NE ste b
Albuquerque NM, 87112 (505) 323-1343
edwardjones.com
📋 Edward Jones – Financial Advisors
12251 Academy Rd NE #102
Albuquerque NM, 87111 (505) 292-9699
edwardjones.com
📋 Edward Jones – Financial Advisors
8901 Golf Course Rd NW
Albuquerque NM, 87114 (505) 890-2098
edwardjones.com
📋 Edward Jones – Financial Advisors
10211 Montgomery Blvd NE #3
Albuquerque NM, 87111 (505) 299-0047
edwardjones.com
📋 Edward Jones – Financial Advisors
8000 Paseo Del Norte NE ste c-9
Albuquerque NM, 87122 (505) 797-5252
edwardjones.com
📋 Edward Jones – Financial Advisors
2113 Wyoming Blvd NE
Albuquerque NM, 87112 (505) 293-5926
edwardjones.com
📋 Edward Jones – Financial Advisors
6300 Riverside Plaza Ln #150
Albuquerque NM, 87120 (505) 792-8902
edwardjones.com
📋 Edward Jones – Financial Advisors
6500 Jefferson St NE #130
Albuquerque NM, 87109 (505) 344-2318
edwardjones.com
📋 Edward Jones – Financial Advisors
7410 Montgomery Blvd NE Suite 103
Albuquerque NM, 87109 (505) 884-3396
edwardjones.com
📋 Edward Jones – Financial Advisors
8205 Spain Rd NE #103
Albuquerque NM, 87109 (505) 858-3093
edwardjones.com
📋 Edward Jones – Financial Advisors
9200 Montgomery Blvd NE
Albuquerque NM, 87111 (505) 292-8444
edwardjones.com
📋 First American Financial
2155 Louisiana Blvd NE
Albuquerque NM, 87110 (505) 883-7644
firstamericanfa.com
📋 First Command Financial Planning
2901 Juan Tabo Blvd NE # 201
Albuquerque NM, 87112 (505) 294-3311
firstcommand.com/financial-advising-planning/find-an-advisor?officeId=ABQ
📋 Fractal Profile Wealth Management
4801 Lang Ave NE #110
Albuquerque NM, 87109 (505) 301-7960
fractalprofile.com
📋 Kevin A. Brown, CLU ChFC | Gateway Financial Advisors, Inc.
4425 Juan Tabo Blvd NE #101
Albuquerque NM, 87111 (505) 369-1224
kevinbrownfinancialadvisor.com
📋 M W Richards Financial
5600 Wyoming Blvd NE # 160
Albuquerque NM, 87109 (505) 843-6331
mwrichardsfinancial.com
📋 Merrill Lynch Wealth Management
2125 Louisiana Blvd NE
Albuquerque NM, 87110 (505) 884-7000
local.ml.com/albuquerque_nm/
📋 Northwestern Mutual
8220 San Pedro Dr NE #505
Albuquerque NM, 87113 (505) 880-9600
albuquerque.nm.com
📋 Oakmont Advisory Group, LLC
5600 Eubank Blvd NE #130
Albuquerque NM, 87111 (505) 821-6966
oakmontadvisory.com
📋 Raymond James Financial Services
5911 Jefferson St NE
Albuquerque NM, 87109 (505) 821-2066
raymondjames.com/find-an-advisor?citystatezip=albuquerque
📋 Raymond James Financial Services
9798 Coors Blvd NW
Albuquerque NM, 87114 (505) 900-3707
raymondjames.com/find-an-advisor?citystatezip=albuquerque
📋 Ross P. Salas – BancWest Investment Services Financial Advisor
10050 Coors Bypass, Boulevard NW
Albuquerque NM, 87114 (505) 228-3910
advisors.bankofthewest.com/nm/albuquerque/10050-coors-bypass-boulevard-nw.html
📋 Suttle Financial Group
2425 San Pedro Dr NE
Albuquerque NM, 87110 (505) 315-6456
suttlefinancialgroup.com
📋 TIAA Financial Services
6565 Americas Pkwy #200
Albuquerque NM, 87110 (866) 548-3705
locations.tiaa.org/nm/albuquerque/6565-americas-parkway-ne
📋 Wells Fargo Advisors
6501 Americas Pkwy #1000
Albuquerque NM, 87110 (505) 881-5400
home.wellsfargoadvisors.com/001_4B
📋 Western Community Financial
4801 Lang Ave NE #110
Albuquerque NM, 87109 (505) 798-2547
wc-f.com

A financial advisor can help you create a retirement plan that fits your lifestyle and needs. The Financial Advisor Checklist, from The National Association of Personal Financial Advisors, is an excellent way to get an overview of an advisor’s capabilities. Print copies of this checklist and present it to the advisors you are considering hiring. Use their responses as a basis for then deciding which advisor to interview.

Financial Planner, AIF

★ Engage Retirement
1720 Louisiana Blvd NE Suite 300
Albuquerque NM, 87110 (505) 268-2052
engageretirement.com

Accredited Investment Fiduciary: a fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. By law, they must act solely in the best interest of their clients.

Financial Planners, CFP
✪ Ameriprise Financial Services, Inc.
3850 Masthead St NE
Albuquerque NM, 87109 (505) 884-5757
ameripriseadvisors.com
✪ Ameriprise Financial Services, Inc.
4111 Ellison St NE ste a
Albuquerque NM, 87109 (505) 433-2255
ameripriseadvisors.com
✪ Chandler Planning & Investment
8500 Menaul BLVD NE, Suite B-340
Albuquerque NM, 87112 (505) 856-9237
planpeaceofmind.com
✪ Charles Schwab
6501 Americas Pkwy #100
Albuquerque NM, 87110 (505) 878-1320
schwab.com
✪ Charles Stephen & Co Inc
5951 Jefferson Plaza NE # D
Albuquerque NM, 87109 (505) 884-0451
charlesstephen.com
✪ Cole Financial Consulting, LLC
4801 Lang Ave NE
Albuquerque NM, 87109 (505) 286-7915
colefinancialconsulting.com
✪ CUE Financial Services
2700 San Mateo Blvd NE
Albuquerque NM, 87110 (505) 881-8515
cuefinancial.com
✪ Financial Engines Advisor Center
6600 Indian School Rd NE
Albuquerque NM, 87110 (505) 888-0303
financialengines.com/financial-advisors/albuquerque
✪ Forthright Financial Planning LLC
2125 Wyoming Blvd NE
Albuquerque NM, 87112 (505) 508-5550 ext. 116
forthrightfp.com
✪ Gwyther & Holt Investment Advisors
6100 Uptown Blvd NE #510
Albuquerque NM, 87110 (505) 798-6947
financialwomenabq.com
✪ John Moore Associates
6301 Indian School Rd NE # 810
Albuquerque NM, 87110 (505) 881-5100
johnmoore.com
✪ Meridian Wealth Advisors, LLC
9400 Holly Ave NE, Bldg 4
Albuquerque NM, 87122 (505) 828-2220
meridianwealthadvisors.com
✪ Morgan Stanley
6565 Americas Pkwy #400
Albuquerque NM, 87110 (505) 883-6262
morganstanleybranch.com/albuquerque/
✪ Portfolio Wealth Advisors
2500 Louisiana Blvd NE #508
Albuquerque NM, 87110 (505) 884-3445
portfoliollc.com
✪ Raymond James Financial Services
4300 San Mateo Blvd NE
Albuquerque NM, 87110 (505) 883-4222
www.raymondjames.com/cipnewmexico
✪ Raymond James Financial Services
4801 Lang Ave NE Suite 110
Albuquerque NM, 87109 (505) 798-2525
www.raymondjames.com/find-an-advisor?citystatezip=albuquerque
✪ Retirement Extender
7301 Jefferson St NE Suite B
Albuquerque NM, 87109 (505) 345-6611
retirementextender.com
✪ Sage Future Financial, LLC
2627, 4800 Juan Tabo Blvd NE # D
Albuquerque NM, 87111 (505) 298-4040
sagefuture.com
✪ Stephen Madeyski Financial Planning LLC.
7112 Cindy Dr NE
Albuquerque NM, 87109 (505) 798-9496
madeyskifp.com
✪ Steve Lynch Wealth Management
6605 Uptown Blvd NE #290
Albuquerque NM, 87110 (505) 881-7526
stevelynchwealth.com
✪ The Renaud Investment Group
5911 Jefferson St NE suite a
Albuquerque NM, 87109 (505) 875-0275
renaudinvest.com
✪ United Capital Financial Advisers, LLC
6565 Americas Pkwy NE #810
Albuquerque NM, 87110 (505) 883-3131
www.unitedcp.com/nm1/

From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. Learn more with the Consumer Guide to Financial Planning from Certified Financial Planner Board of Standards, Inc.

Financial Planner, CWS

✻ Joseph T Olson – BancWest Investment Services Wealth Financial Advisor
500 Marquette Ave NW #100
Albuquerque NM, 87102 (505) 249-4394
advisors.bankofthewest.com/nm/albuquerque/500-marquette-avenue-nw.html

According to WrapManager, an independent investment advisor firm, a Certified Wealth Strategist (CWS) has specific training focused on advising higher net worth individuals (typically those with $1 million or more in liquid assets). CWS’ have a unique perspective on how to collaborate with clients and their financial influencers to work effectively with complex client issues.

Financial Services

📈 Insured Portfolios
3712 Central Ave SE suite d
Albuquerque NM, 87108 (505) 750-4363
insuredportfolios.com

General financial services such as 401(k), IRA, and alternative retirement solutions.

Financial Services, CPA
✫ CPA Wealth Advisors LLC
15921 Jefferson St NE
Albuquerque NM, 87109 (505) 338-1500
pulakos.com
✫ Legacy Financial Group
9400 Holly Ave NE # 4
Albuquerque NM, 87122 (505) 839-0224
legacyfg.net
✫ REDW
7425 Jefferson St NE
Albuquerque NM, 87109 (505) 998-3200
redw.com

A CPA (certified public accountant) is a trusted financial adviser who may provide services in tax and financial planning, assurance services, forensic accounting, and accounting consulting.

Investment Service

💵 Fidelity Investments
2261 Q St NE #2a
Albuquerque NM, 87110 (800) 418-6291
fidelity.com/branches/investor-center-albuquerque-new-mexico-87110

Investment services may help with retirement planning, wealth management, income strategies, and college planning services.