Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM

Name: Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM
Address: 2001 Carlisle Boulevard Northeast, Albuquerque, NM, 87110, US
Telephone: (505) 821-6966
Price range: $$$
Rating: 5

Fiduciary financial guidance for secure retirement.

5(5 reviews)

insurance

$$$

Directions Call Website

About

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM delivers retirement planning and investment guidance in Albuquerque. Located at 2001 Carlisle Blvd NE Suite D, Albuquerque, NM 87110. Clients praise Brandon and the Oakmont team for listening to retirement needs, crafting tailored portfolio strategies, and providing clear explanations with a personable, professional approach. The firm emphasizes transparent service, modern technology, and peace of mind for clients navigating retirement.

Photos

1 / 1

Location

2001 Carlisle Blvd NE Suite D, Albuquerque, NM 87110, USA

Get directions

Information

2001 Carlisle Boulevard Northeast

Albuquerque, NM, 87110

(505) 821-6966 oakmontadvisory.com/

Is this your business?

Claim Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM to manage your storefront, respond to reviews, and receive customer leads.

Services

Retirement Planning

Customized strategies to secure your financial future during retirement, including portfolio management and income planning.

Investment Advisory

Expert guidance on building and managing investment portfolios tailored to your goals and risk tolerance.

Insurance Solutions

Comprehensive insurance planning to protect your assets and provide financial security for you and your family.

Financial Consultation

Personalized one-on-one consultations to address your financial concerns and develop actionable plans.

Portfolio Reviews

Regular reviews and adjustments of your investment portfolio to ensure alignment with changing needs and market conditions.

5.00 · 5 reviews

Overall rating

Wendy Schachtner

via Google

· 1 year ago

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

Laura Fernandez

via Google

· 1 year ago

I reached out to Oakmont to start early with planning my retirement. I had an initial consultation with Brandon and knew after our first meeting that he was the perfect person to help walk me through the process! Brandon made me feel extremely comfortable right away and explained everything in detail. I asked a lot of questions which he didn't hesitate to explain thoroughly. He is a kind person who wants to do the very best for his clients. He truly does care. I know that I'm not just a "number" but a person who is valued. He is the sort of person and firm that I want to work with! I appreciate Brandon very much. If I could give him and Oakmont more than 5 stars I would!

Craig D

via Google

· 1 year ago

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.

Lisa Quintana

via Google

· 1 year ago

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!

hillary malu

via Google

· 2 years ago

I have worked with the Oakmont Team for 2+ years now. From our first phone conversation to a recent Fall Review meeting, I have been nothing but impressed by their professionalism, expertise, prompt communication, and expert and confidential handling of investments. I look forward to my meetings with David Hicks, Partner and Investment Advisor. He really takes time to research, educate and explain important aspects of my investment portfolio. He asks pertinent questions, and suggests options based on my particular needs and on my dreams as I enter retirement. Furthermore, I have come to appreciate over time that Oakmont utilizes the best and most modern technology. It appears to make their work much more efficient, and has certainly made my financial dealings more efficient, transparent, accessible, and profitable than past investment experience. I trust Oakmont Advisory Group with my financial future, and would highly recommend them to any and all.

More businesses like this

Directions Call

Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM

About

Photos

Location

Is this your business?

Services

5.00 · 5 reviews

More businesses like this

5.00 · 5 reviews

More businesses like this

Lifetime Retirement Strategies