Reviews of Portfolio Wealth Advisors (Financial Consultant)
6100 Uptown Blvd NE Suite 540, Albuquerque, NM 87110 Located in: CBRE Albuquerque
Average Rating: 
DESCRIPTION
You will be able to see the feddbacks of real people like you who purchase the services and products of Portfolio Wealth Advisors (Financial Consultant) around New Mexico area.
To this day the business gets a score of 5.0 out of 5 and the rating has been based on 3 reviews.
As you can read, its rating is outstanding, actuality, it achieves the highest overall average it can earn., but it is only based on few feddbacks, so you will appreciate that the score is not very faithful.
As you know, we do not usually stop to put scores when these are positive and we usually do it only if we've had a problem or incidence...
This Financial Consultant is classified in the category of Financial planner.
Where is Portfolio Wealth Advisors?
REVIEWS OF Portfolio Wealth Advisors IN New Mexico
Bill Mohler
Portfolio Wealth Advisors has done wonders for my family's financial comfort since we started working together a couple years ago. Portfolio has consistently exceeded our expectations with the quality of their recommendations, service and performance; the diversification and periodic re-balancing of our assets; and their attentiveness to our current and future financial challenges, goals, and objectives. Lee, Tracy, Mike and the entire Portfolio staff are friendly, attentive, and efficient. As one of Portfolio's “out of state” clients, I look forward to the day when we actually meet face to face!
Kris Roush
Lee and his team provide the highest level of competence, professionalism and ethics in all their services. I am so grateful I found this company!
Bill Mohler
Portfolio Wealth Advisors has done wonders for my family's financial comfort since we started working together a couple years ago. Portfolio has consistently exceeded our expectations with the quality of their recommendations, service and performance; the diversification and periodic re-balancing of our assets; and their attentiveness to our current and future financial challenges, goals, and objectives. Lee, Tracy, Mike and the entire Portfolio staff are friendly, attentive, and efficient. As one of Portfolio's “out of state” clients, I look forward to the day when we actually meet face to face!
Kris Roush
Lee and his team provide the highest level of competence, professionalism and ethics in all their services. I am so grateful I found this company!
Vanessa Chemweno
Lee Munson has been instrumental in helping us create and manage a successful portfolio. His creative and innovative approach combined with his strong network have proven to make an amazing wealth advisor!
Vanessa Chemweno
Lee Munson has been instrumental in helping us create and manage a successful portfolio. His creative and innovative approach combined with his strong network have proven to make an amazing wealth advisor!
PICTURES
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