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TOP 30 Business strategy consulting in Birmingham, AL
97 results found
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Clay Cochran - Private Wealth Advisor, Ameriprise Financial Services, LLC
Clay Cochran - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 31 Inverness Center Parkway in Birmingham, Alabama, is a finance institution offering a range of services to meet the needs of individuals and businesses. Clay Cochran holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Clay Cochran aims to provide tailored financial solutions to his clients. Additionally, Clay Cochran is trained in behavioral finance, philanthropic advising, and specializes in areas such as annuities, senior issues, divorce financial analysis, estate planning, and exit planning. As a Certified Financial Planner™ and Chartered Financial Analyst®, Clay Cochran is committed to providing top-notch financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Clay Cochran can help you make informed decisions and secure your financial future.
Kenneth A Gaddis - Financial Advisor, Ameriprise Financial Services, LLC
Kenneth A Gaddis is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1022 Edenton Street in Birmingham, Alabama, United States. Kenneth holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies for various individuals, including retirees, small business owners, and high net worth clients. Kenneth is dedicated to providing comprehensive financial planning services and helping clients make informed decisions to achieve their financial goals. With a focus on ethical practices and ongoing education, Kenneth ensures that his clients receive the highest level of professional service and support.
William Hopkins - Regions Financial Advisor
William Hopkins - Regions Financial Advisor is located at 35 Church Street in Birmingham, Alabama, United States. As a Financial Advisor for Regions Investment Solutions, William Hopkins is dedicated to helping clients with their immediate financial needs while also creating a long-term strategy to achieve their financial goals. With a focus on personalized solutions, William Hopkins aims to make the journey toward financial success as easy as possible for his clients. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, while Regions Investment Management, Inc. provides investment advisory services. Both entities are subsidiaries of Regions Financial Corporation. Please note that this communication is for educational and general marketing purposes only and should not be considered as a recommendation for specific investments.
Independence Financial Group
Independence Financial Group is a renowned finance institution located at One Metroplex Drive in Birmingham, Alabama, United States. With a strong commitment to providing top-notch financial services, Independence Financial Group offers a wide range of investment options, wealth management services, and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized and tailored financial strategies to meet the unique needs of each client. Trust Independence Financial Group to guide you towards financial independence and success.
E Butch Barger - Financial Advisor, Ameriprise Financial Services, LLC
E Butch Barger - Financial Advisor at Ameriprise Financial Services, LLC, located at 1400 Urban Center Drive in Birmingham, Alabama, United States, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, E Butch Barger helps clients feel more confident and in control of their financial lives. Background and qualification information is available on FINRA's BrokerCheck website, and clients can access the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. E Butch Barger specializes in helping clients navigate the risks and rewards of investing, taking into account their risk tolerance and financial goals.
MavenCross Wealth Advisors - Ameriprise Financial Services, LLC
MavenCross Wealth Advisors - Ameriprise Financial Services, LLC is a prestigious finance institution located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we prioritize understanding and achieving our clients' financial goals. Our team of financial advisors offers personalized investment, asset allocation, and portfolio recommendations tailored to each individual's goals and risk tolerance. We provide regular meetings to review progress, update strategies as life changes, and track progress towards financial objectives. Clients can easily access their investments and accounts from any device and securely share information with us. To get started, schedule a complimentary initial consultation to discuss your financial priorities. Our advisors are registered to do business in certain U.S. states, and additional details can be found on FINRA's BrokerCheck website. We offer an overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are committed to helping clients achieve their financial goals.
Joshua Cothran - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Cothran is a Financial Advisor at Ameriprise Financial Services, LLC located at 2501 20th Place South in Birmingham, Alabama, United States. Joshua Cothran holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Exit Planning Advisor®. With a commitment to ethical practices and ongoing education, Joshua Cothran provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Joshua Cothran at Ameriprise Financial Services, LLC for expert guidance on achieving your financial goals.
Newdigitalplan
Newdigitalplan is a finance institution located at 5919 Trussville Crossings Parkway in Birmingham, Alabama, United States. Our team of experienced financial experts is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Newdigitalplan is here to provide you with the tools and guidance you need to succeed. Contact us today to schedule a consultation and start building your financial future with confidence.
Jason Cork - Financial Advisor, Ameriprise Financial Services, LLC
Jason Cork is a financial advisor at Ameriprise Financial Services, LLC, located at 2501 20th Place South in Birmingham, Alabama, United States. He has been recognized as the 2023 Recipient of the Ameriprise Client Experience Award, showcasing his dedication to providing excellent client service. Jason works with clients to identify their financial goals, whether it be retirement planning, education savings, or making a major purchase. He offers personalized investment recommendations based on individual risk tolerance and goals, and regularly reviews progress to adjust strategies as needed. Clients can access their accounts and track progress towards their goals securely from any device. Jason is committed to helping clients achieve a more confident financial future and offers complimentary initial consultations to get started. Securities are offered through Ameriprise Financial Services, LLC, and investment advisory services are available through the registered investment adviser. Jason Cork is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Clients can expect a high level of service and expertise when working with Jason Cork at Ameriprise Financial Services, LLC.
Lisa Irby Gaddis - Financial Advisor, Ameriprise Financial Services, LLC
Lisa Irby Gaddis is a financial advisor at Ameriprise Financial Services, LLC located at 1022 Edenton Street in Birmingham, Alabama, United States. Lisa holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, and Certified in Long-Term Care. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various client needs. Lisa's dedication to continuing education and adherence to ethical standards make her a trusted advisor for individuals, retirees, small business owners, and high net worth clients seeking comprehensive financial guidance.
Jonathan Foster - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Foster - Financial Advisor at Ameriprise Financial Services, LLC, located at 1400 Urban Center Drive, Birmingham, Alabama, United States, offers personalized financial planning services for individuals and families. With a focus on understanding your goals and risk tolerance, Jonathan provides investment recommendations and portfolio analysis to help you achieve your financial objectives. As a client of Ameriprise Financial Services, LLC, you can access your investments and accounts securely from any device, track your progress towards your goals, and receive regular updates on your financial strategy. Jonathan Foster specializes in crafting personalized financial strategies for all generations, ensuring that every family member's unique aspirations are addressed.
The Watson Firm | The Entrepreneur's Law Firm
The Watson Firm, also known as The Entrepreneur's Law Firm, is a unique legal institution located at 2007 3rd Avenue North in Birmingham, Alabama, United States. Specializing in providing legal advice and business consulting to entrepreneurs of all sizes, our mission is to empower entrepreneurs to focus on building their business without the distractions of legal compliance and liabilities. As your "gun for hire," we offer services ranging from drafting contracts to litigating cases, tailored to fit your business strategy. Our proactive approach includes ongoing legal advice and consulting to prevent problems before they arise. Schedule a consultation with us to gain clarity on any unknown factors affecting your situation. Fill out the form on our website, and we will reach out to you promptly. Please note that completing the form does not establish representation, but we can discuss that further during our conversation.
Merrill Lynch Financial Advisor Daniel Payne
Merrill Lynch Financial Advisor Daniel Payne is a reputable finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. With a focus on providing personalized financial advice and investment strategies, Daniel Payne and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, manage your investments, or build wealth, Merrill Lynch Financial Advisor Daniel Payne offers expert guidance and support to help you navigate the complexities of the financial world. Trustworthy, knowledgeable, and dedicated, Daniel Payne is committed to serving the financial needs of individuals, families, and businesses in the Birmingham area.
Bace, Inc.
Bace, Inc. is a cutting-edge technology company located at 5588 Apple Park Drive in Birmingham, Alabama, United States. Specializing in innovative solutions for businesses, Bace, Inc. offers a wide range of services including software development, data analysis, and digital marketing strategies. With a team of skilled professionals, Bace, Inc. is dedicated to providing top-quality services to help businesses thrive in today's competitive market. Visit us today and see how we can help take your business to the next level.
Johnson Sterling, Inc.
Johnson Sterling, Inc. is a reputable finance institution located at 820 Shades Creek Parkway in Birmingham, Alabama, United States. With a strong focus on providing top-notch financial services to its clients, Johnson Sterling, Inc. is known for its expertise in investment management, financial planning, and wealth advisory services. The institution prides itself on its commitment to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Johnson Sterling, Inc. is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client.
Anne Mason Medori - Financial Advisor, Ameriprise Financial Services, LLC
Anne Mason Medori is a Financial Advisor at Ameriprise Financial Services, LLC located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. Anne Mason Medori holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and insurance products. Anne Mason Medori is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or facing life changes such as divorce. With a focus on ethics and expertise, Anne Mason Medori is committed to helping clients achieve their financial goals and secure their financial future.
Brook Acton - Regions Financial Advisor
Brook Acton - Regions Financial Advisor is a finance institution located at 5420 U.S. 280, Birmingham, Alabama, United States. Brook Acton is a Financial Advisor for Regions Investment Solutions, specializing in helping clients develop comprehensive strategies to meet their long-term financial goals. With a focus on both immediate needs and long-term objectives, Brook Acton aims to make the journey towards financial success as easy as possible for clients. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This institution provides educational and general marketing communication, and does not provide impartial investment advice or advice in a fiduciary capacity. The appointment scheduler is provided by Engageware Modal. Please contact Brook Acton - Regions Financial Advisor for any questions or further information.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 569 Brookwood Village in Birmingham, Alabama, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides financial strategies tailored to each client's unique goals and challenges. In addition to wealth planning advice, the institution offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, Merrill Lynch's advisors work closely with clients to understand their financial goals, lifestyle preferences, and multi-generational needs. By leveraging industry analysts and specialists, advisors create customized financial strategies designed to meet long-term objectives. The institution also actively participates in volunteerism and charitable outreach to support the communities where they operate.
Merrill Lynch Financial Advisor Kenneth A. Price
Merrill Lynch Financial Advisor Kenneth A. Price, located at 100 Grandview Place in Birmingham, Alabama, offers personalized financial guidance and strategies to help clients achieve their goals for both their business and family. With the support of one of the world's largest financial institutions, Merrill Lynch, Kenneth A. Price and his team provide insights, observations, and ideas tailored to each client's unique needs and priorities. Services include personalized wealth analysis, portfolio management, and assistance with retirement planning and investment decisions. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, offering innovative thinking and guidance to help clients make informed financial decisions. With a disciplined, rules-based approach, the team aims to simplify clients' financial lives and help them prepare for the future. Contact Merrill Lynch Financial Advisor Kenneth A. Price for a personalized approach to achieving your financial goals.
Merrill Lynch Financial Advisor Neal Carroll
Merrill Lynch Financial Advisor Neal Carroll is a finance institution located at 100 Grandview Place, Birmingham, Alabama, United States. Neal Carroll has been with Merrill Lynch Wealth Management since 2003 and brings extensive experience in providing wealth management advice and services. Specializing in financial strategy and portfolio management, Neal focuses on portfolio construction, concentrated stock management, tax-minimization strategies, estate planning, trust and philanthropic planning, as well as working with corporate clients on cash management, lending, retirement plans, and business advisory services. Neal is a Certified Private Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. He is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill. Neal's mission is to understand each client's goals and priorities to develop personalized financial plans that help manage investment risk and pursue financial goals. By focusing on potential solutions to turn goals into reality, Neal works with clients to address their financial needs and help them achieve their aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, Neal aims to create a customized financial approach for each client. Through ongoing conversations and assessments, Neal ensures that clients' financial plans reflect their changing life circumstances and financial goals. As a Merrill Lynch Wealth Management Advisor, Neal Carroll is committed to helping clients navigate the complexities of their financial lives and build customized investment strategies to pursue their goals.
Larry Knopf Attorneys, P.C.
Larry Knopf Attorneys, P.C. is a reputable law firm located at 832 Green Springs Highway in Birmingham, Alabama. Specializing in various areas of law, the team of skilled attorneys at Larry Knopf Attorneys, P.C. is dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of success, this firm is known for its professionalism, integrity, and personalized approach to each case. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Larry Knopf Attorneys, P.C. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
The Gallini Group
The Gallini Group is a renowned institution located at One Perimeter Park South in Birmingham, Alabama, United States. With a strong reputation for excellence, The Gallini Group offers a wide range of services including consulting, training, and strategic planning. Their team of experts are dedicated to providing top-notch solutions to help businesses thrive in today's competitive market. Whether you are looking to enhance your company's performance or develop a successful business strategy, The Gallini Group is the go-to institution for all your needs.
Lloyd R Wilson & Associates
Lloyd R. Wilson & Associates is an insurance agency located at 2311 Highland Crescent South in Birmingham, Alabama, United States. Specializing in creating philanthropic strategies to transfer wealth and businesses into the next generation, the agency focuses on trust, relationships, community, and knowledge. With nearly 50 years of experience, Lloyd R. Wilson and his team assist clients with wealth conservation, asset protection, and charitable contributions. As a member of The Nautilus Group®, Lloyd has access to top professional resources in the nation to provide robust financial and insurance products and services. The agency also works with New York Life Insurance Company and its subsidiaries to offer life insurance, annuities, and investment options. Lloyd is actively involved in various community organizations, including the Community Foundation of Greater Birmingham and the Parkinson Association of Alabama. Through partnerships with Ash Brokerage, SM2 Advisors, and Adams Capital Management, the agency provides tailored financial solutions for high net worth clients. Lloyd R. Wilson & Associates is committed to helping clients grow and maintain their wealth while giving back to the community.
H&R Block
H&R Block is a renowned accounting and finance institution located at 437 Huffman Road in Birmingham, Alabama, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses alike. Their team of knowledgeable professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is committed to providing personalized solutions to meet your specific needs. Visit their office today to experience the expertise and professionalism that sets H&R Block apart in the world of accounting and finance.
Liberty Tax
Liberty Tax is a finance institution located at 6521 1st Avenue North in Birmingham, Alabama, United States. Specializing in tax preparation services, Liberty Tax is committed to providing expert guidance and assistance to individuals and businesses alike. With a team of knowledgeable professionals, clients can trust in Liberty Tax to help them navigate the complex world of taxes and ensure they are maximizing their financial opportunities. Whether you are looking for assistance with filing your annual tax return or need help with tax planning strategies, Liberty Tax is dedicated to helping you achieve your financial goals.
The Greene Law Firm, LLC Asset Protection Law Center
Located at 2107 5th Avenue North in Birmingham, Alabama, The Greene Law Firm, LLC Asset Protection Law Center is a trusted institution led by Attorney Jay Patrick Greene, CPA. Specializing in estate planning, probate, asset protection, and elder care planning, our team offers personalized strategies to safeguard your assets and ensure your wishes are seamlessly executed. With a focus on protecting your legacy and securing your loved ones' future, we provide tailored legal services for residents in San Francisco and the Bay Area. From comprehensive estate planning to streamlined probate and dispute resolution, we are committed to providing expert guidance and peace of mind every step of the way. Our elder care planning services are designed to support older adults and their families in navigating the challenges that come with aging, ensuring a comfortable and secure future. Whether you're planning for your family's future or safeguarding your business interests, The Greene Law Firm is here to help you protect your assets and secure your legacy. Contact us today to schedule a consultation and take the first step towards ensuring your wishes are carried out smoothly and efficiently.
Couch & Firth, LLC
Couch & Firth, LLC, located at 1 Chase Corporate Drive in Hoover, Alabama, is a trusted law firm dedicated to providing top-notch legal services to individuals and businesses. Specializing in personal injury cases and small-business legal advice, our team is committed to building strong relationships with our clients based on trust, compassion, and service. Whether you have been injured in an accident or are facing a legal issue with your business, our experienced lawyers are here to help. We also represent plaintiffs in insurance fraud and bad faith cases, as well as businesses involved in business dissolutions, intellectual property disputes, and contract disputes.
Adams Law PC
Adams Law PC is a reputable law firm located in Birmingham, Alabama. Specializing in a wide range of legal services, their team of experienced lawyers are dedicated to providing top-notch legal representation to their clients. Located at 413 16th Street North, Adams Law PC is known for their professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal matters, Adams Law PC is here to help.
Culpepper & Associates
Culpepper & Associates is a reputable institution located at 1512 Alex Drive in Birmingham, Alabama. We specialize in providing top-notch financial and business consulting services to clients in the United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you need assistance with tax planning, investment management, or business development, Culpepper & Associates is here to provide you with the support and expertise you need to succeed. Contact us today to learn more about how we can help you reach your financial objectives.
Omny Services
Omny Services is a leading accounting and finance institution located at 9433 Parkway East in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services tailored to meet our clients' specific needs. Whether you are looking for assistance with bookkeeping, payroll, or investment strategies, Omny Services has the expertise and resources to help you achieve your financial goals. Contact us today to learn more about how we can help you secure a brighter financial future.
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