Services Offered
Wealth Management
Personalized investment portfolio management and asset allocation strategies tailored to your financial goals and risk tolerance.
Legacy Planning
Comprehensive estate and retirement planning to ensure your wealth is preserved and passed on according to your wishes.
Retirement Planning
Expert guidance on retirement savings, income strategies, and long-term financial security for a comfortable retirement.
Financial Advisory
One-on-one consultations and ongoing support to address financial concerns, adjust portfolios, and optimize returns.
Investment Management
Diversified investment solutions and regular portfolio reviews to adapt to market changes and meet your objectives.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
K
Kevin Floershein
via Google
about 1 year ago
Wealth Management Legacy Planning Group has been an outstanding company to work with. Angelo Burns originally worked with my mother for over 10 years, and she only ever had great things to say about his professionalism—which says a lot, considering my mom loved to complain! I began working with Angelo and Larisa a couple of years ago, and they have been nothing short of perfect. They are incredibly attentive, quick to return any communications or address concerns, and always make me feel confident in their long-term goals for my financial future. The results I’ve seen so far have been very favorable, and I fully trust their expertise. I would highly recommend this company to anyone looking to secure their financial future.
V
Vivienvia Google
over 1 year ago
My husband and I first met Angelo Burns, the new NM financial representative, after we retired and moved to New Mexico. He listened attentively to our financial goals, return objectives and liquidity needs, and determined our tolerance level for risk and time horizon. He then reviewed and ensured that we had an appropriate mix of diversified investment portfolios that served our needs. Over the years and now as our long-time financial advisor, Angelo continues to have our best interest at heart as he advises and guides our investment. He meets regularly with his clients, adjusts and fine-tunes the portfolio as needed. Angelo is a trusted financial advisor with high integrity, honesty and professionalism. He is experienced and knowledgeable, and always has the best interests of his clients. In addition, Angelo has a very capable support team. Melinda Martinez, his assistant, is well-organized, thorough and with high attention to detail. She always follows through with things, so tasks are completed on schedule. We feel very fortunate to have Angelo and his team manage our assets and investments.
P
Philvia Google
almost 2 years ago
Angelo Burns has been our financial advisor for a long time, and we couldn't be happier with the results. He always finds time to meet with us and explains things in a way that makes it easy to understand. His advice and expertise have proven to be invaluable as we move toward retirement. We highly recommend Angelo Burns and his team.
K
Kathryn Thayervia Google
almost 2 years ago
Angelo Burns has been our financial advisor for 10+ years. We have been very pleased with how he’s managed our investments. He always makes time to meet with us, even though we’ve moved to a different city. Our sons have moved their accounts to his business also.
R
Reynaldo Riveravia Google
almost 2 years ago
I am so grateful for my incredible financial advisor Angelo Burns. He is a great listener. He constantly helps me put things into perspective and prepares me for great things in the future. I have the utmost confidence in Angelo and his team of experts.
