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Oakmont Advisory Group
- Financial Services
- Albuquerque, NM
About this business
Our team of financial advisors offers investment advice, custom portfolio solutions and a financial plan to help our clients get to and through retirement with confidence.
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 |
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 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.
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 found Oakmont through a google search. I liked their philosophy that retirement should be a great experience. When I first contacted Oakmont, I had zero experience with any kind of investments. I had come into some money and needed help. David and everyone at Oakmont were incredibly patient dealing with someone who knew nothing. Long story short, I've just completed my seventh month of retirement and it's truly more than I had hoped for. I can call any time with questions and they will answer in terms even I can understand... read more
Oakmont Advisory Group: We met with Brandon Kinsner, our new financial advisor. What a pleasurable experience! Brandon was well prepared, knowledgeable, took the time to personalize our needs and provided ample options for our retirement plans. His willingness to listen is perhaps his best characteristic. We couldn’t be happier with our interactions with Brandon. Oakmont is lucky to have him!
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 closed now. It will open on Monday at 8:30 a.m.
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