David Garrett - Financial Advisor, Ameriprise Financial Services, LLC is a financial planner in Albuquerque, NM, located at 107 Bryn Mawr Dr SE. The firm provides personalized financial advice based on individual goals and needs, offering recommendations for diversified portfolios and solutions to help protect clients from uncertainty. Services include regular meetings to review progress and investments, along with anytime access to investments and digital tools. The practice holds a perfect 5.00 rating based on customer reviews.
The advisory approach centers on one-to-one financial advice tailored to specific objectives, whether driven by recent life events or long-term planning. Clients receive personalized recommendations for diversified portfolios and strategies to manage uncertainty. The process involves regular meetings to review goals, progress, and investments, supported by digital tools that help clients stay on track. An initial consultation provides an overview of financial planning concepts, though it does not include written analysis or recommendations. Advisors may be available for online appointments. Clients can connect with the advisor by filling out a request consultation form.
Ameriprise Financial has earned a 2026 Hearts & Wallets Top Performer recognition in the category of "Understands me and shares my values." Between 2016 and 2025, the firm earned Top Performer recognition in both "Understands me and shares my values" and "Unbiased, puts my interests first" seven times based on data from the Hearts & Wallets Investor Quantitative Database. Advisors may hold various designations such as AAMS®, ADPA®, AEP®, AIF®, APMA®, AWMA®, CAP®, or CAS®, each requiring specific coursework and examinations in areas like asset allocation, estate planning, tax strategies, and fiduciary practices. Investment products are not insured by the FDIC or NCUA and involve investment risks, with securities offered through Ameriprise Financial Services, LLC, a member of FINRA and SIPC.
The business is known for its high customer satisfaction, maintaining a 5.00 rating from those who have reviewed its services. This positive standing reflects the firm's dedication to aligning financial strategies with client values and priorities.
David Garrett - Financial Advisor, Ameriprise Financial Services, LLC brings this client-focused approach to the Albuquerque community, helping residents navigate their financial futures with personalized guidance and expert advice.
The office sits at 107 Bryn Mawr Dr SE, just steps from the Welcome to Burque public artwork and the Nob Hill neighborhood. It is located near the Lobo Theater and the main roads of Central Avenue Southeast and Central Avenue Northeast.
BizScoreAI awards a strong On-Page score of 86 out of 100, which ensures page titles and descriptions help search engines match the site to customer searches. The firm also achieves a solid Content Quality score of 75 out of 100, meaning the website clearly answers customer questions and provides content that AI assistants can quote directly.
Services:
Browse: Businesses in Albuquerque, NM · Financial Planner in New Mexico · Businesses in New Mexico
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business