I was a beneficiary on my mom's IRA's that this company was managing. I was never contacted by this…read morefiduciary to settle my mom's accounts after she died. I had tried on several occasions to contact them. 5 months went by when I found out my step-father had a meeting with them. my stepdad invited me to the meeting with my husband. it was clear from the beginning that Mr Lynch had no intentions of disclosing my mom's account values. he would not give me the dollar amounts on her 2 IRA's. he said I had to make an account with his company before he could give me any of the numbers, even though I am co-trustee of the Estate & a beneficiary. we asked him to disclose my stepdads values to insure us, the family, that my mom's husband was financially stable and had an income. he would not disclose that either. All he said was that the family was not too worry about my stepdads income. he was rude and not professional. His office treated me like I was not a grieving daughter and didn't offer any condolences. My first impression was that this company was taking advantage of a 94 year old man who had just lost his spouse if 50 years. this company was not transparent at all. everything seemed to be a secret. my mom had dementia for over 10 years and I ask myself, due to the way I was treated, is something wrong going on here???? I felt like this company was all about the money and nothing about the "client " dead or alive!!!!! I had to navigate through the paperwork process just to settle my money, on my own. The Lynch group was not responsive to any request by my financial advisor or myself. I ended up having to contact the company that holds all of Lynch's money, to get my IRA's cashed out. I verbally Had indicated that one of the IRA's needed to be rolled over to a inherited IRA. The company did not do as I requested and sent me a check, therefore making my ability to roll that money over to the appropriate account. I ended up having to pay taxes on the full amount even though I had tried to get help from Lynch's office to facilitate the roll over. My financial advisor called them multiple times for help. What a horrible, long drawn out experience I had. I never expected being a beneficiary was so unappealing.

We have used SLWM for over 20 years and our returns have always been significantly above our…read morereturns of trying to manage our portfolio on our own. We live in Alaska but have also lived in Texas, California and London during the time he had managed our portfolio - your location doesn't matter. Steve, Jesus and Kyle are all great to work with. I would highly recommend utilizing Steve's vast knowledge of the financial markets to grow your investment portfolio!

I really thought going to a local bank would be a good idea. I was looking for a company to…read morerepresent me that isn't a credit union or a big bank. This morning, I walked into Bank of Albuquerque on Central and was met with attitude by a teller. That wasn't totally unexpected or a big deal. But then I tried to cash a check and they wanted to charge. That might be a thing, that you get charged for cashing a check from a person who wrote you a check from that bank, but you don't have an account there I would never do business like that. Similar to Wells Fargo. And if you know, Wells Fargo and first interstate bank and scamming people for money Come on this is a bank. You're supposed to be working with the local people. Sorry, I would definitely not recommend Banking with bank of Albuquerque

Fantastic customer service (Nereida and Ismael)! This was my second time visiting and they…read moreremembered my name. I wanted to bank 'locally'. It is true they are a subsidiary of bank of Oklahoma BUT it appears they truly have local decision making abilities and they contribute to the local community in many ways (I asked today and they gave me a long list, which was pretty cool). I am super happy we joined this bank and the folks at the Central Ave location are wonderful.

I have worked with Kevin for almost 20 years. I've had the opportunity to observe how he solves…read morecomplex problems with simple to understand solutions. Kevin coordinates closely with other professionals (attorneys, CPAs, and P&C agents) to learn about all aspects of a particular clients' financial picture before he makes strategic recommendations. He is an avid student of the financial services industry and reviews his clients' plans regularly for possible improvements based on changes in tax laws, economic climate, investment opportunities, and modern risk management solutions.

From the owner: It is my goal to assist you to build a solid financial structure that will stand the test of time…read moreand that will grow and build wealth for you and your family.

From the get-go, I was determined to work with an independent RIA: a professional who knew the…read moreindustry; one who was not marred by the bureaucracies of the older-style wire houses (Merrill Lynch, Edward Jones, Wells Fargo, etc.). Ultimately, this search led me to Lee Munson. I purchased his book from Amazon, "Rigged Money," and it's boldness and authenticity won me over. Don't get me wrong, he wasn't the only person I studied but he was the only one worth following. Needless to say, I am working with him now. Lee's words have already provided yield. What he doesn't know, is that they have also provided me with clarity and a sense of inspiration. Thank you Portfolio Wealth Advisors. I look forward to "more time on the mountain!" Minute 3:22 https://youtu.be/HLH1bN6_8_A Juan Carlos Sanchez Electrical Engineer

Tried to contact but no response Maybe next time if she is…read morenot too busy. Was thinking about selling my house but not at this point

First-time home buyers: call Charlene now!! Her local knowledge and working relationships were…read morecrucial to navigating Albuquerque's current intense housing market and landing my very first home. I couldn't have done it without her! Charlene was incredibly responsive and professional throughout the process, helping me make competitive offers FAST when every minute mattered. Her advice at every step, from working with my lender to making an offer to understanding the inspection report to negotiating repairs, was spot-on. Charlene knows her stuff, but she's also a joy to work with. She proactively sent me listings that met my criteria, responded promptly to every email/text I sent her (even late at night/early in the morning,) sent me supportive GIFs when I was anxious, and never made me feel like I was bugging her with my frequent first-time homebuyer questions. The seller's agent and my lender already knew her and enjoyed working with her, too, which made the whole process much smoother. Thanks for making me a homeowner, Charlene!! 10/10 would recommend!

It's very rare for me to go to the branch these days. While I was in the area I figured I'd maybe…read moreget some cash from my account. I walked inside and immediately was told I needed to remove my prescription glasses and hat. I inquired why to be told it was for "security measures". I mentioned how my glasses were transitioned lenses and how I need them to see. They didn't seem to care and asked me to remove them. I said no because it seemed excessive considering I'd been a client for several years. I denied their request to remove my glasses. As soon as I walked up to the available teller another gentleman was asking me the same request before I could even hand my debit card or get my balance. I was deeply offended and quite frankly disappointed by the way I was treated. I felt discriminated by the staff. They treated me like I was a street criminal. I'd never felt so discriminated against. I told the staff "I guess I'll have to close my account. Sure enough that same day I did and when I returned to the branch. The staff at the front only asked me to remove my glasses which at that point I obliged only because I was ready to close the account. After years of loyalty it became quite clear that they clearly do not appreciate their members business and are very discriminating/ judgemental on their client's appearances. That was the last strike for me so adios Nuscenda! I'll be taking my business elsewhere where I won't be discriminated against!

First off, someone took our appointment time and we had to wait a very long time and then they keep…read morechanging their story on what you can and can't do. Truly the worst bank

Literally the worst experience I had as a first time home buyer. Wasn't taken seriously. Asked for…read moreadvice multiple times and failed to meet the bare minimum.

When my husband and I decided to move from California to Albuquerque, we knew we would need a…read morerealtor who understood the complexities of helping out of state buyers navigate the New Mexico real estate market. After reading all of the positive reviews for Talia and her assistant Nicole, we called Talia and made an appointment to view several houses. We are so glad we did! We found a house in the neighborhood we wanted and at the price point we needed. As first time buyers in New Mexico, Talia and Nicole made sure that we understood the entire process, from writing the offer to what we needed to do post closing. We were able to do everything we needed to do from California, with their expert help and guidance. We feel so lucky to have found Talia. We couldn't have done this without her!

Good return on investment good investment advice. That's is enough for now. They can do with…read moreless.

Fidelity put a hold on a check that I wrote myself from one of my accounts that is flush with…read morefunds. I deposited it through "Online Banking" from my phone. It has been like 3 weeks+ and my money is still in some alternate universe and not available for me to access it?! Could have flown to NY and deposited the funds faster. Ridiculous!! Every other account from many multiple financial institutions deposits and makes my funds available much faster! (24 hours is the norm. Most can do it immediately because it is an electronic online deposit and the institution is taking the money out of my accounts fast). Is Fidelity Investments stalling just looking to make some extra interest on my money at my expense?! OR, perhaps they don't care about the customer service end of it as long as you invest funds with Fidelity Investments?! If you have negative stars, then I would elect that option.

Lisa is a top notch broker to have in your corner. I've used her twice to buy homes and appreciate…read moreher attentiveness, responsiveness and willingness to help you get what you're looking for as well as the expert team in her corner to ensure you don't have any surprises after the purchase. If I find myself in the market again down the road and she's still in the business, I would not hesitate to use her again!

Lisa was not able to find me a house to buy. Everything I liked would go to another buyer who had…read morea better agent with more inside scoop. All Lisa did was hook me up to her data feed and give me excuses why the good houses would go to someone else "they paid cash" etc.