I have worked with a number of client service specialists at STC over the past few years and found each person to be considerate, professional and quite helpful. To this point, Alisha, has been...
Specialized Trust Company
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Specialized Trust Company, based in Albuquerque, NM, empowers individuals, families, and businesses to build long-term wealth through self-directed tax-advantaged accounts, including IRAs and Solo 401k plans. Their commitment to education and resource provision enables clients to take control of their financial futures with confidence and ease.
The company prides itself on providing clients with innovative investment strategies while capitalizing on business growth opportunities. With over 20 years of combined experience in the tax and trust industry, their team is dedicated to guiding clients in achieving financial independence and constructing lasting legacies.
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Reviews

Hi Fees, I had to contact security division fro the state of New Mexico. When I asked them for their email address to carbon copy them in on the complaint, they decided they would release the...
Amber and Alisha are great! They've helped me navigate all the confusing processes involved with investing using my retirement account. If they don't know the answer to something, they're very...
I am so grateful I chose STC, because there is a massive level of training and strategy provided as a Platinum member, and the Platinum program covers many basic expenses of actively utilizing...
STC is always polite and professional everytime I've spoken with them. I do struggle at times with all the intricacies of investing, retirement accounts. Each and every time I speak with them or...
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