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Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM
Treuhänderische Finanzberatung für eine sichere Altersvorsorge.
5(5 Bewertungen)
Insurance
$$$
Treuhänderische Finanzberatung für eine sichere Altersvorsorge.
Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque, NM bietet Ruhestandsplanung und Anlageberatung in Albuquerque. Die Praxis befindet sich unter der Adresse 2001 Carlisle Blvd NE Suite D, Albuquerque, NM 87110. Kunden loben Brandon und das Oakmont-Team dafür, auf die Bedürfnisse der Ruhestandsplanung einzugehen, maßgeschneiderte Portfoliostrategien zu entwickeln und klare Erklärungen mit einem persönlichen, professionellen Ansatz zu liefern. Das Unternehmen legt Wert auf transparente Dienstleistungen, moderne Technologie und das beruhigende Gefühl der Sicherheit für Kunden, die sich auf den Ruhestand vorbereiten.
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Individuell abgestimmte Strategien zur Sicherung Ihrer finanziellen Zukunft im Ruhestand, einschließlich Portfoliomanagement und Einkommensplanung.
Fachkundige Anleitung zum Aufbau und zur Verwaltung von Anlageportfolios, maßgeschneidert auf Ihre Ziele und Risikotoleranz.
Umfassende Versicherungsplanung zum Schutz Ihrer Vermögenswerte und zur Gewährleistung finanzieller Sicherheit für Sie und Ihre Familie.
Personalisierte Einzelberatungen, um Ihre finanziellen Anliegen zu klären und umsetzbare Pläne zu entwickeln.
Regelmäßige Überprüfungen und Anpassungen Ihres Anlageportfolios, um sicherzustellen, dass es sich an veränderte Bedürfnisse und Marktbedingungen anpasst.
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
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!
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.
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!
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.
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