United Capital Financial Advisors of Albuquerque

United Capital Financial Advisors is a financial planner in Albuquerque, NM. The firm provides personalized financial planning and retirement services designed to help clients use their money confidently while planning for the future. Their expertise includes retirement strategy, asset allocation, tax minimization, and specialized planning for corporate employees.

The firm's approach centers on understanding each client's unique mindset, values, and priorities to build a customized strategy. Their services encompass various stages of life, including preparing for retirement by managing pension and rollover options, and navigating life during retirement through Medicare options, estate planning, and charitable giving strategies. The advisory team includes professionals such as Managing Director Garth Scrivner, a CPA and CFP® with over 20 years of experience, and Wealth Advisor Sara Prada, a CFP®.

Located on Americas Parkway NE, the office is situated near Beverly Park and the Tom Bolack Urban Forest. The business is positioned near the intersection of Louisiana Boulevard Northeast and the Coronado Freeway, and is a short distance from the ABQRide Uptown Transit Center and the Embudo Arroyo.

The business maintains well-documented information online, ensuring that their professional details are easily accessible to those seeking financial guidance. Their digital presence is well-optimized, allowing for clear and easy access to their service information.

United Capital Financial Advisors provides dedicated financial planning and retirement expertise to the Albuquerque community.

Services:

• Financial Strategy Planning
• Investment Management
• Retirement Services
• Wealth Management