WM
Wealth Management Legacy Planning Group
Vertrauenswürdige Vermögensplanung und finanzielle Beratung für eine sichere Rente.
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Buchhalter
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Vertrauenswürdige Vermögensplanung und finanzielle Beratung für eine sichere Rente.
Die in Albuquerque ansässige Wealth Management Legacy Planning Group bietet gründliche Finanzplanung und Anlageberatung. Kunden loben Angelo Burns und ein kompetentes Support-Team, zu dem Melinda Martinez gehört, für schnelle Kommunikation, regelmäßige Meetings und langfristige Strategien, die Vertrauen schaffen. Mit einem disziplinierten Ansatz bei diversifizierten Portfolios und der Ruhestandsplanung hilft das Unternehmen den Kunden, sich ihrer finanziellen Zukunft sicher zu fühlen.
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Personalisierte Verwaltung von Anlageportfolios und Strategien zur Vermögensaufteilung, abgestimmt auf Ihre finanziellen Ziele und Ihre Risikotoleranz.
Umfassende Vermögens- und Ruhestandsplanung, um sicherzustellen, dass Ihr Vermögen gemäß Ihren Wünschen erhalten bleibt und weitergegeben wird.
Fachkundige Beratung zu Altersvorsorge, Einkommensstrategien und langfristiger finanzieller Sicherheit für einen angenehmen Ruhestand.
Individuelle Beratungsgespräche und laufende Unterstützung, um finanzielle Anliegen zu klären, Portfolios anzupassen und Renditen zu optimieren.
Diversifizierte Anlagelösungen und regelmäßige Portfolioüberprüfungen, um sich an Marktveränderungen anzupassen und Ihre Ziele zu erreichen.
Gesamtbewertung
Kevin Floershein
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.
Vivien
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.
Phil
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.
Kathryn Thayer
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.
Reynaldo Rivera
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.
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