Steve Lynch Wealth Management Uptown Blvd, Albuquerque

Steve Lynch Wealth Management Reviews

• g

  george ott
  5

  Steve Lynch Wealth Management has been helping me grow and manage my finances for a little over 4 years now. Giving Steve a call has been one of the best decisions I have made. They treat me like family and even though I have a small account they are always willing to spend the time to answer any questions and explain things in a way that’s easy to understand. If you think wealth management is only for the wealthy then please give this team a call. Steve, Kyle, and Jesus have shown me that anyone can have a professional on their side. I truly feel that they have my best interest in mind.

• J

  Jack C. Ansley
  5

  I am substantially better off now than I was before I started working with Steve Lynch Wealth Management. My financial health and my peace of mind are all due to his guidance and support. Everyone treats me like family and they are always willing to take the time to answer any questions I have. They explain things in a way that’s easy to understand. Steve, Kyle, and Jesus are true professionals and I'm lucky to have them on my side.

• R

  Rena Treacher
  5

  Steve Lynch and his team are THE BEST! I had inherited a small investment and the financial manager I had was not helpful in helping me understand, much less increase my nest egg. Steve, Kyle and Jesus all took the time with me at the outset to review what I had, and made the complex world of money understandable to me; they helped me strategize future investments and are so friendly and extremely knowledgeable! They helped me feel comfortable talking about money, how to take command of what I have and how to move forward with investing. Each and every one of this team wants me to be wealthy, so if you need help with your money go meet with Steve Lynch’s team - you’ll be impressed!!

• B

  Bella BABS
  5

  I highly recommend Steve Lynch Wealth Management. Steve and his staff are very knowledgeable, amiable, good listeners and will help you make the appropriate decisions and investments!

• K

  Kelli Szuch
  5

  My husband and I have been clients of Steve Lynch since 2010! So to celebrate this 10th anniversary with them I want to give a great big shout out to their team! Steve and Kyle have been amazing with our finances as well as my parents! I have friends that also benefit from the financial guidance Steve has provided. We are all so pleased that we started with them when we did! However, we wish that we had done it sooner! The star of their team however is Jesus Alvarez!! He is the go to and the glue that keeps the office together!!! He is fast to answer the phones and responds quickly if you ever have to leave a message! He has an absolute heart of gold and loves every one of the Steve Lynch Wealth Management Clients! We can't thank the team enough for all of their help over the past 10 years! Here's to the next 10, 20, 30!!!!!!

• P

  Patsy Cruz
  5

  I have been with Steve Lynch Wealth Management for over 20 years. Since my 20 years of being a client I have been treated with nothing but respect and Professionalism. Jesus has gone over and beyond my expectations, when I call for something he gets it done ASAP !! I highly recommend Steven Lynch and his team when Investing your money. They are Amazing !!!!

• S

  Sara Page
  5

  Steve, Jesus' and Kyle are a brilliant team who really know what they are doing when it comes to taking good care of my finances. My parents were long-term clients and I've been with SLWM since 2002 after I came into a small amount of money through a settlement. I moved permanently to the UK in 2006 (having married a Brit) and I never once thought about moving my money over here to Britain. Why should I when Steve is doing such a good job in growing my money? Not only do I get a fantastic financial service, the guys are all just really nice people and treat me with the utmost respect and consideration. I enjoy speaking with Jesus' who is a lovely human being and a real pleasure to chat with. He never makes me feel like an idiot, even when I ask the dumbest questions! I am not at all money savvy and I really don't have the first clue about anything financial but I trust Steve completely as did my parents and I know he will always have my best interests at heart.

• A

  Andre Durham
  5

  Working with the Lynch team to plan for my financial future has been a pleasure. They're able to help adapt the way you think about finances to further benefit you in the future. Steve, Kyle, and Jesus are always able to help with any questions or needs. Getting started was the hardest part but once I got setup and saw the potential planning has, it really hits home that not making a plan at all is the same as failing to plan. Get in touch with them to plan for your future!

• j

  joe felice
  5

  Financially, the best use of our time was when we chose to sit down with Steve Lynch in 2005 to plan towards our retirement. Since then, we have exceeded our expectations. We feel, that Steve Lynch is helpful for all that are planning for their future. We recommend that everyone take the opportunity to sit down for a free consultation with Steve Lynch to discuss decisions about their future finances. Joe & Mitzi Felice

• R

  Ricardo A
  5

  I've been with Steve for about 8 years after I was laid off from my job. Steve helped me take control of my retirement by rolling it over into an IRA. He helped me by choosing investments that were right for me. I'm not knowledgeable in that but I'm glad to know I have a professional who's looking out for me. Since then he's helped me continue saving and I've sent several family members to start accounts as well. I highly recommend the staff at Steve Lynch Wealth.