Building Financial Futures for Over Six Decades
Since our founding in 1958, Sunward has been dedicated to providing smart, flexible financing solutions that empower individuals and families to achieve their financial goals and build lasting stability.
Our Mission
To provide accessible, transparent, and responsible financing solutions that support our clients' lifestyles while fostering long-term financial stability and growth.
Our Vision
To be the most trusted partner in helping individuals and families achieve financial wellness through innovative solutions, exceptional service, and unwavering commitment to their success.
Key Milestones
Decades of growth, innovation, and unwavering commitment to our clients
Foundation
Sunward was established in Albuquerque with a vision to serve the local community with integrity and personalized financial solutions.
Major Expansion
Expanded our service offerings and opened additional locations throughout New Mexico, reaching more families in need of reliable financial support.
Digital Innovation
Launched our online platform, making it easier than ever for clients to access financing solutions from the comfort of their homes.
Continued Excellence
Today, we proudly serve thousands of clients with the same dedication to excellence and personalized service that defined our founding.
Why Clients Choose Sunward
Trusted Experience
Over 65 years of proven reliability and expertise in providing financial solutions that work.
Client-Centered Approach
We prioritize your unique needs and goals, offering personalized solutions tailored to your situation.
Proven Results
Thousands of satisfied clients have achieved their financial goals with our support and guidance.
"At Sunward, we believe that financial stability is the foundation for a fulfilling life. Our commitment is to provide you with the resources, guidance, and support you need to build a secure financial future — not just for today, but for generations to come."
Sunward Leadership Team
Serving Albuquerque Since 1958
Trusted by Thousands Across New Mexico
Our commitment to excellence and customer satisfaction has helped us build lasting relationships and achieve remarkable milestones.
Families and individuals who trust us with their financial future
In financing solutions helping New Mexicans achieve their goals
Decades of experience serving the Albuquerque community
Clients who would recommend Sunward to friends and family
Growth Through Partnership
Since our founding in 1989, Sunward has grown from a small community-focused institution to one of New Mexico's most trusted financial partners. Our success is measured not just in numbers, but in the dreams we've helped realize, the homes we've helped purchase, and the financial stability we've helped countless families achieve. Every statistic represents a real person whose life we've had the privilege to impact positively.
Approval Rate
For qualified applicants seeking financing solutions
Retention Rate
Clients who continue to choose Sunward year after year
Referral Rate
New clients who come through personal recommendations
The Experts Behind Sunward
Meet the dedicated professionals who bring expertise, integrity, and personalized service to every client relationship.
Meet Our Leadership Team
Our executive leadership brings decades of combined experience in financial services and client relations. Sarah Mitchell serves as our Chief Executive Officer, leading Sunward's strategic vision with 18 years of experience in financial services management.
Published:November 15, 2024
Meet the Leaders
Financial Advisory Specialists
Our dedicated financial advisory team provides personalized guidance to help clients make informed decisions about their financial future. Michael Thompson, Senior Financial Advisor, has 12 years of experience helping families plan for major life events.
Updated:December 3, 2024
Meet Our Advisors
Client Services Managers
Our client services team ensures every interaction with Sunward exceeds expectations through personalized attention and expert support. Patricia Anderson, Senior Client Services Manager, leads our team with 16 years of experience in customer relations.
Published:October 28, 2024
Meet Our TeamREGULATORY COMPLIANCE & RECOGNITION
Licenses, Certifications & Industry Memberships
Our commitment to excellence is reflected in our comprehensive regulatory compliance, professional certifications, and active participation in leading industry organizations.
State Regulatory Licenses
Fully licensed and regulated by state authorities
- New Mexico Financial Institutions Division License #NM-FL-2024-8847
- NMLS Company ID #1598473
- New Mexico Regulation and Licensing Department Registration
- Valid through December 31, 2025
Federal Compliance
Adherence to federal regulations and standards
- Equal Housing Opportunity Provider
- Truth in Lending Act (TILA) Compliant
- Real Estate Settlement Procedures Act (RESPA) Compliant
- Fair Housing Act Certified
Professional Certifications
Industry-recognized professional credentials
- Certified Financial Services Professional (CFSP)
- Accredited Financial Counselor (AFC) Designation
- National Association of Professional Financial Advisors Member
- Continuing Education: 24 hours annually
Industry Recognition
Awards and recognition for excellence
- 2024 New Mexico Excellence in Service Award
- 2024 Customer Satisfaction Excellence Recognition
- Albuquerque Chamber of Commerce Member Since 2019
- Better Business Bureau Accredited Business (A+ Rating)
Professional Memberships & Affiliations
Active participation in leading industry organizations
- American Financial Services Association (AFSA) Member
- National Association of Professional Financial Advisors
- New Mexico Financial Institutions Association
- Consumer Financial Protection Bureau Registered
- Financial Services Roundtable Participant
- National Foundation for Financial Education Partner
- Albuquerque Economic Development Alliance Member
- New Mexico Business Coalition for Financial Literacy
Data Security & Privacy Certifications
Commitment to protecting your information
- Gramm-Leach-Bliley Act (GLBA) Compliant
- SOC 2 Type II Certified for Data Security
- PCI DSS Level 1 Service Provider Certified
- 256-bit SSL Encryption for All Transactions
- Annual Third-Party Security Audits Completed
- CCPA and State Privacy Law Compliant
All licenses and certifications are current and in good standing. We maintain strict compliance with all applicable federal and state regulations.
For verification of any license or certification, please contact us at505-298-7777 or j.rodriguez@nysunward.com