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Oakmont Advisory Group
- Financial Services
- Albuquerque, NM
About this business
Location details
2001 Carlisle Boulevard Northeast Suite D, Ste D, Albuquerque, NM, 87110, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Financial planning begins with research, as there are numerous options that can easily lead to confusion. We believe in someone local, ensuring you do not feel overwhelmed by a one-size-fits-all plan or having to complete forms before meeting to discuss. Our first step involved Brandon, who was open to meeting and talking in person, which we found to be crucial. He listened to our needs and the timeframe we planned. Brandon posed some straightforward questions and provided his insights on how we could achieve our objectives.... read more
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 ... read more
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 ... read more
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 valu... read more
Frequently asked questions about Oakmont Advisory Group
How is Oakmont Advisory Group rated?
Oakmont Advisory Group has a 4.9 star rating with 13 reviews.
When is Oakmont Advisory Group open?
Oakmont Advisory Group is open now. It will close at 5:30 p.m.
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