Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
White Wealth Management Group
8300 Palomas Ave NE, Albuquerque, NM
87109, United States
Hours
Frequently Asked Questions About White Wealth Management Group
What services does White Wealth Management Group offer?
White Wealth Management Group offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of White Wealth Management Group?
Their specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is White Wealth Management Group located?
They are located at 8300 Palomas Ave NE, Ste F, Albuquerque, NM 87109, USA.
What are the office hours of White Wealth Management Group?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact White Wealth Management Group?
You can contact them by phone at +1 505-797-5252.
Does White Wealth Management Group support English language clients?
Yes, the services are offered in English.
Are there any dental offices near White Wealth Management Group?
Yes, several dental offices are nearby, including Zamora James L. DDS, Cubero Dental Associates PA-James Zamora DDS, and Essenmacher Family Dental with Lindsay Essenmacher, DDS. Customers can combine their financial visits with dental appointments conveniently in the area.
Where can I find nearby retirement and assisted living facilities?
Nearby locations include Paloma Landing Gracious Retirement Living, Las Palomas Center, Genesis HealthCare, and North Ridge Alzheimer's Special Care Center. These are useful points of interest for clients planning for elder care as part of their financial planning.
Are there any nearby credit unions or banks to White Wealth Management Group?
Yes, Nusenda Credit Union and New Mexico Educators Federal Credit Union are nearby, which could be helpful for customers managing multiple financial institutions.
What recreational spots are close to White Wealth Management Group?
Barstow Park is a nearby park where customers might enjoy some outdoor activities before or after their visit.