Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Financial Services

Specialized Trust Company
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(505) 514-0539Email BusinessWrite a Review

About

Overview

Specialized Trust Company

6100 Indian School Rd NE Ste 215

Albuquerque, NM 87110-4137

View Service Area
See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed
See Additional Hours

Find a Location

Specialized Trust Company has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Please enter a valid location.

    BBB Accreditation & Rating

    Specialized Trust Company is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

    Join Trusted Businesses

    Become BBB Accredited

    About This Business

    A boutique financial services firm that specializes in allowing clients to self direct their retirement, education, health savings and 401(k) accounts into alternative assets like real estate, notes, mortgages, trust deeds, precious metals, FOREX and virtually anything the government allows.

    BBB Accredited Since: 9/14/2017

    Years in Business: 11

    Products and Services

    Self-Directed IRA's & 401k's, CESA's, HSA., Self-Directed Education material , Investment Guidance, Pension Setup, Retirement Accounts, Self-Directed IRA, Small Business Plans, Solo 401k

    Business Details

    Local BBB:
    BBB Serving New Mexico and Southwest Colorado
    BBB File Opened:
    5/20/2015
    Business Started:
    1/1/2015
    Business Incorporated:
    2/14/2018
    Type of Entity:
    Corporation
    Business Management:
    Keith Marsh, CEO
    Lori Lynn Okes, Director of Operations

    Additional Contact Information

    Principal Contacts
    Keith Marsh, CEO
    Lori Lynn Okes, Director of Operations
    Customer Contacts
    Keith Marsh, CEO
    Fax numbers
    Primary Fax: (505) 792-6096
    Additional Phone Numbers
    Other Phone: (800) 529-3951
    Additional Email Addresses
    Primary: Email this Business
    Additional Websites
    yelp.com/biz/specialized-...
    Social Media

    Additional Operating Hours

    Service
    8:00 AM - 5:00 PM
    8:00 AM - 5:00 PM
    8:00 AM - 5:00 PM
    8:00 AM - 5:00 PM
    8:00 AM - 5:00 PM

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    BBB records show a license number of 00031 for this business, issued by New Mexico Financial Institutions Division

    New Mexico Financial Institutions Division

    2550 Cerrillos Rd 3rd Floor

    Santa Fe NM 87505

    505-4764885

    Fax: (505) 4764670

    Website

    Additional Information

    Payment methods
    Visa, MasterCard, Discover Card, American Express, Check, Wire
    Business Categories
    Financial Services, Retirement Planning Services

    Latest Reviews

    • Scott G

      "I wanted to take a moment to recognize the outstanding customer service at REMOVEDIRA.After a recent conversation with REMOVED, I felt compelled to share this publicly." ... Read full review

    • John I

      "The worse experience Ive had with any 401k company. REMOVEDwas kind and informing, did not pressure me and was very responsive in the beginning when I needed a 401k loan." ... Read full review

    • Leah M

      "I have been really happy with STC since I signed on as a customer 2 years ago. Their staff is extremely professional, knowledgeable, friendly, and efficient." ... Read full review

    View all Reviews

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.