Legacy Financial Group

Block Advisors in Albuquerque offers accounting, finance, and consulting services. Reviews note an inviting office and friendly staff, with advisers like Cassandra, CJ Davis, Jacqueline, and Mary Lois delivering clear explanations, professional expertise, and genuine care. Clients value long-term relationships, accurate tax guidance, and helpful annual planning that supports household budgets.

Montgomery CPA, LLC, located at 8206 Louisiana Blvd NE Suite A in Albuquerque, provides accounting, finance, and consulting services. Customers commend professionalism, attention to detail, and clear explanations. The firm makes tax filing stress-free with an automated system, proactive communication, and fast refunds, and has helped clients lower tax liabilities and address IRS concerns.

Located at 4801 Lang Ave NE UNIT 110, Albuquerque, NM 87109, Intelligent Investing Inc. provides thorough, personal financial management with clear explanations of options. Reviewers describe an advisor who stays current on financial issues, remains available for questions, and upholds a fiduciary standard. The focus on detailed retirement planning helps clients make confident, informed decisions.

Burgmaier & Associates, Inc. in Albuquerque offers accounting, tax preparation, and financial services. Clients praise professional, responsive service, clear communication, and timely tax filings. A user-friendly client portal (set up by Eric and team) streamlines document uploads and payments, underscoring reliable follow-through and attentive support.

Lifetime Retirement Strategies in Albuquerque provides comprehensive financial guidance, specializing in retirement planning and investment management. Ken and Courtney Bowers are praised for clear explanations, thoughtful listening, and consistent accessibility. Clients report trusted, ethical support, portfolio growth, and peace of mind through personalized strategies tailored to their needs.

AFFINITY ACCOUNTING & TAX provides proactive bookkeeping, payroll, and tax planning for Albuquerque-area businesses. Clients praise honest, reliable service and year-round tax planning, including a monthly tax-planning subscription. Vanessa and a dedicated team communicate clearly, keep clients informed about tax changes, and respond quickly. With thorough reporting and attentive service, they are a trusted partner for small businesses.