Charitable planning in Alabama
28 results found
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Kelley Legacy Law LLC
● ClosedKelley Legacy Law LLC is a reputable law firm located at 3320 Skyway Drive in Opelika, Alabama. Specializing in various legal services, they offer expert advice and representation in matters related to estate planning, probate, and elder law. With a focus on providing personalized and compassionate service to their clients, Kelley Legacy Law LLC is dedicated to helping individuals and families protect their assets and secure their legacies for future generations. Contact them today for professional legal assistance in navigating complex legal issues.
3320 Skyway Dr #711, Opelika, AL 36801, United States -
Phenix City Shrine Club
● OpenThe Phenix City Shrine Club is a community organization located at 1911 Opelika Road in Phenix City, Alabama. The club is dedicated to serving the community through various charitable activities and events. Members of the club work together to support local causes and make a positive impact in the area. The Phenix City Shrine Club is a welcoming and inclusive organization that strives to make a difference in the lives of those in need. Join us in our mission to give back and support our community.
1911 Opelika Rd, Phenix City, AL 36867, United States -
New York Life
● ClosedNew York Life is an insurance agency located at 201 East Broad Street in Eufaula, Alabama, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as customizable long-term coverage options. Their services include investing policy cash value in the market, assistance with everyday tasks, income replacement due to sickness or injury, professionally managed investments, college savings plans, estate planning, and more. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families secure their financial futures. They have a strong reputation for financial stability and community engagement, offering a range of products and solutions tailored to each client's unique needs and budget. Additionally, New York Life is dedicated to giving back through charitable initiatives and volunteer work, making a positive impact at both local and national levels. Their commitment to diversity, responsibility, and service sets them apart as an industry leader with a mission to improve the lives of their customers and the communities they serve.
201 E Broad St, Eufaula, AL 36027, United States -
hamilton wealth advisors
● OpenHamilton Wealth Advisors is a finance institution located at 1525 Perimeter Parkway Northwest in Huntsville, Alabama, United States. At Hamilton Wealth Advisors, we offer personalized financial solutions tailored to your individual needs. Whether you are looking for investment advisory services through Hamilton Capital Advisors, LLC, or insurance and annuities through Hamilton Wealth Advisors, LLC, we are here to help you navigate the world of finance. Our team of experts is ready to assist you with your financial goals, whether you are planning for retirement, estate planning, or charitable giving. We understand that these decisions can be emotional and overwhelming, which is why we are here to guide you every step of the way.
1525 Perimeter Pkwy NW, Huntsville, AL 35806, United States -
New York Life
● OpenNew York Life is an insurance agency located in Bay Minette, Alabama, United States. They offer permanent policies with guaranteed death benefits and cash value growth over time, as well as long-term coverage that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market and provide coverage for everyday tasks, lost income due to sickness or injury, and more. With professionally managed investments and expert guidance, New York Life helps you create an investment strategy and plan for future financial needs. They also offer insurance for employees, executives, business owners, and various other options to support small businesses. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader and is committed to making a positive impact through charitable giving and community engagement. Their agents are dedicated to addressing your unique needs and providing tailored solutions for your financial security and peace of mind. Learn more about their offerings and financial strength ratings to see how New York Life can help you prepare for the future.
Bay Minette, AL 36507, United States -
Thrivent Financial for Lutherans
● ClosedThrivent Financial for Lutherans is a finance institution located at 17240 Bon Secour Highway in Bon Secour, Alabama, United States. We believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Our team can help match you with resources based on your top financial concerns and create a personalized plan that prioritizes what matters most to you. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. Through our free virtual coaching service, Money Canvas™, we empower you to build healthier money habits at your own pace. We also offer charitable planning options and generosity programs to help you give back to your community. Thrivent is a Fortune 500 organization with $162 billion in assets under management/advisement, rated highly by AM Best, Moody’s Investors Service, and S&P Global Ratings.
17240 Bon Secour Hwy, Bon Secour, AL 36511, United States -
Southern Smiles Family and Cosmetic Dentistry
● ClosedSouthern Smiles Family and Cosmetic Dentistry, located at 6350 Airport Boulevard in Mobile, Alabama, is your go-to destination for professional dental services. With a team of experienced dentists including Alex Krempa, DMD, David Martin, DMD, and Joan Friedlander, DMD, we offer excellence in family, cosmetic, implant, and orthodontic dentistry. We understand that dental emergencies can be painful and stressful, which is why we strive to see you the same day to provide relief. Our priority is the health and safety of our patients, and we have implemented various measures to ensure a safe environment for everyone.
6350 Airport Blvd # 2, Mobile, AL 36608, United States -
Dr. Richard Baxter
● ClosedDr. Richard Baxter is a leading institution located at 2490 Pelham Parkway in Pelham, Alabama, United States. Specializing in pediatric dentistry, Dr. Baxter and his team strive to make every visit a positive and enjoyable experience for both kids and parents. The office is equipped with a pediatric waiting area that includes a gourmet coffee bar, TVs on the ceilings, a commercial playground, and an iPad station. The team at Dr. Baxter's office is warm, friendly, and committed to providing exceptional care for children's teeth. They ensure that parents are always informed and involved in the treatment process. Dr. Baxter is in-network with most insurance plans and provides treatment estimates upfront to avoid any surprises. The institution also supports mission work in the local community and abroad, with a significant portion of profits going towards charitable projects. Patients rave about the exceptional care, friendly staff, and fun atmosphere at Dr. Richard Baxter's office, making it a top choice for pediatric dental care.
2490 Pelham Pkwy, Pelham, AL 35124, United States -
Delta Dental Insurance Co
● OpenDelta Dental Insurance Co, located at 2 Perimeter Park South in Birmingham, Alabama, is an insurance agency that offers member perks for your smile and beyond. From health-related articles to product discounts and wellness benefits, Delta Dental aims to make maintaining your oral health easier. With Provider Tools, running your practice is quicker and more efficient, while their DeltaVision plans offer dental and vision coverage for small businesses. The institution also provides a wide network of dentists nationwide to choose from and offers expert advice and virtual appointments through smartphones or computers. The Delta Dental Community Care Foundation, established in 2011, supports nonprofit organizations and governmental entities for charitable purposes. Delta Dental's plans prioritize preventive care and dentist access to help keep healthcare costs low, with options like Delta Dental PPO™ for those seeking easy dentist access. For questions about coverage or dental insurance, connect with Delta Dental today.
2 Perimeter Park S #440w, Birmingham, AL 35243, United States -
New Beginnings Educational Center
● ClosedNew Beginnings Educational Center, located at 806 South Decatur Street in Montgomery, Alabama, is dedicated to breaking the cycle of poverty through education and family wellness services in Montgomery County. The Center believes that education is the key to leveling the playing field and aims to improve student academic achievement, reduce drop-out rates, increase graduation rates, and provide access to postsecondary credentials. By doing so, New Beginnings is working to close achievement gaps in Montgomery's most disadvantaged families and low-income communities. Situated directly across from the Paterson Court government-assisted housing community and just a few miles from downtown Montgomery, New Beginnings is easily accessible to those in need of its services. The Center operates as a 501(c)(3) non-profit charitable organization, making donations tax deductible for supporters. As the anonymous quote states, "Everything can be taken from a person except his education," and New Beginnings is committed to providing individuals with the tools they need to succeed.
806 S Decatur St, Montgomery, AL 36104, United States -
New York Life
● OpenNew York Life is an insurance agency located at 2311 Holland Avenue, McDonald Chapel, Alabama, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is highly customizable to fit your needs and budget. Additionally, they provide investment options to help you grow your policy's cash value in the market. New York Life also offers protection for everyday tasks, lost income due to sickness or injury, and professionally managed investments with potential market gains. The institution is committed to helping individuals and families through various phases of life, offering expertise and guidance to create investment strategies and financial plans for the future. They also provide insurance options for employees, executives, business owners, and small businesses to thrive. With over 12,000 agents nationwide, New York Life ensures personalized service tailored to each individual's unique needs.
2311 Holland Ave, McDonald Chapel, AL 35209, United States -
New York Life
● OpenNew York Life is an insurance agency located at 902 Church Street in Selma, Alabama, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investing policy cash value in the market, replacing lost income due to sickness or injury, and paying for assistance with everyday tasks. They also provide professionally managed investments, estate planning, and insurance options for employees, executives, and small businesses. With over 12,000 agents nationwide, New York Life has been in business since 1845 and is committed to diversity, responsibility, and service. They have the highest financial strength ratings and have paid out billions in dividends to policy owners. Additionally, they are dedicated to giving back to communities through charitable donations and volunteer hours. New York Life aims to make the world a better place through their financial services and community engagement efforts.
902 Church St, Selma, AL 36701, United States -
New York Life
● OpenNew York Life is an insurance agency located at 943 East Main Street, Prattville, Alabama, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to your needs and budget, and the ability to invest your policy's cash value in the market. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, professionally managed investments with market gains, bundled investments with low fees, and investments for education expenses. They also provide expertise in creating investment strategies, estate planning, insurance for employees and business owners, and much more. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions to help grow your financial security and peace of mind. They have been in business since 1845 and are committed to doing good for their customers, employees, and communities. New York Life has the highest financial strength ratings and is dedicated to making the world a better place through charitable giving and community engagement. Their mission is to help individuals, families, and communities thrive.
943 E Main St c, Prattville, AL 36066, United States -
Thrivent Financial
● ClosedThrivent Financial, located at 3100 Lorna Road in Birmingham, Alabama, is an insurance agency that believes in providing everyone with a financial plan they can be confident about. With a focus on understanding each client's unique situation and goals, Thrivent Financial offers strategies and solutions to help individuals achieve their financial objectives. The institution also offers a free virtual coaching service called Money Canvas™ to help clients build healthier money habits. Thrivent Financial is dedicated to helping clients at every stage of life, whether they are just starting out, building a foundation, or nearing retirement. The institution's financial advisors are committed to helping clients navigate the challenges and opportunities that life presents, and can assist in developing a plan to stay focused on what matters most during difficult times.
3100 Lorna Rd # 210, Birmingham, AL 35216, United States -
Oak Grove School Memorial Park
● OpenOak Grove School Memorial Park is a community park located in Adger, Alabama, United States. The park was built in 2005 on the site of the original Oak Grove Elementary and High School that was destroyed by a tornado in 1998. The park is dedicated to the memory of the school, students, staff, and community. The Board of Directors of Oak Grove Memorial Park has announced that the park will be temporarily closing starting July 1, 2023, due to mining activities taking place under the park. This is a safety precaution, and the gates will be locked during this time.
Adger, AL 35006, United States -
Life Leaders Institute & Compassion Ranch
● ClosedLife Leaders Institute & Compassion Ranch is a nonprofit institution located at 354 County Road 33 in Calera, Alabama. Our mission is to empower citizens to Plan, Lead, and Serve Others. Our team of trustees and advisors, including Col. Bob Barefield and Mr. Melvin Carrington Smith, Sr., are dedicated to promoting Patriotism in Action and Planning for Life. With programs like Patriotism in Action: Veterans Day Founding Education and Compassion Ranch & Character Traits, we strive to instill values of personal leadership and planning for the future. Life Leaders Institute is a registered 501(c)(3) nonprofit approved for charitable giving to support our services. Join us in supporting our work with a tax-deductible donation today!
354 Co Rd 33, Calera, AL 35040, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 301 North Seminary Street in Florence, Alabama, United States, is a leading finance institution that offers a wide range of wealth management services. Their experienced and knowledgeable advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. They provide financial strategies based on years of combined wealth management expertise, offering guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies tailored to meet their long-term objectives. They support the communities in which they operate through volunteerism and charitable outreach, emphasizing the importance of giving back and maintaining vibrant, healthy neighborhoods.
301 N Seminary St Ground Floor, Florence, AL 35630, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 601 Towncenter Boulevard, Tuscaloosa, Alabama, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies based on years of combined knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services. Our advisors prioritize client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. By leveraging industry analysts and specialists, our advisors create financial strategies tailored to meet long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work.
601 Towncenter Blvd, Tuscaloosa, AL 35406, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 3674 Dauphin Street in Mobile, Alabama, is a trusted finance institution offering a wide range of services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized financial strategies tailored to your specific goals and needs, drawing on years of combined wealth management knowledge and expertise. In addition to wealth planning advice, we offer retirement income planning, guidance on investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, our advisors work closely with you to understand your current financial situation and long-term objectives. We believe in giving back to the community through volunteerism and charitable outreach, supporting the economic, social, and cultural life of the areas in which we operate.
3674 Dauphin St, Mobile, AL 36608, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 601 North Section Street in Fairhope, Alabama, is a leading finance institution offering comprehensive wealth planning services. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address a wide range of financial challenges and opportunities. We take the time to understand your priorities, goals, and financial needs to create customized strategies that align with your objectives. Our commitment to client service and satisfaction is unwavering, as we strive to help you achieve your personal and professional financial goals. With access to the investing resources of Merrill and the banking convenience of Bank of America, our advisors are equipped to provide tailored solutions that meet your long-term objectives.
601 N Section St, Fairhope, AL 36532, United States -
Thrivent Financial for Lutherans
● OpenThrivent Financial for Lutherans, located at 16835 Jordan Street in Chatom, Alabama, is a finance institution dedicated to helping individuals create a financial plan they can be confident about. With a focus on understanding each client's unique situation and goals, Thrivent matches resources based on top financial concerns and provides strategies and solutions to help achieve those goals. Money Canvas™, a free virtual coaching service, empowers clients to build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help navigate life's challenges and opportunities. In times of financial uncertainty, advisors can help develop a plan to keep you focused on what matters most. Thrivent is also passionate about giving back, offering generosity programs and charitable planning options to clients.
16835 Jordan St, Chatom, AL 36518, United States -
Merrill Lynch Financial Advisor S Wesley Carpenter
● ClosedMerrill Lynch Financial Advisor S Wesley Carpenter is a trusted finance institution located at 601 North Section Street in Fairhope, Alabama, United States. The Harty Carpenter Group, the team of Financial Advisors at this institution, has over 100 years of industry experience and is dedicated to helping clients manage and prepare for their financial futures. They believe in building lasting relationships based on trust and offer personalized wealth management strategies tailored to individual needs. The team takes the time to understand each client's financial situation, goals, and priorities to create a customized financial strategy. They provide thoughtful investment guidance aligned with the client's goals and offer services such as the Investment Personality Assessment to refine investing preferences. The team is committed to helping clients pursue their goals through transparent and personalized financial advice. Recognized by Forbes and Barron's for their exemplary client service, the team at Merrill Lynch Financial Advisor S Wesley Carpenter is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Led by Hodges, the founding member of The Harty Carpenter Group, the team is experienced in investment management, retirement planning, tax minimization strategies, and estate planning services. They are also active in giving back to the community through various charitable organizations. Merrill Personal Wealth Analysis™ is available to help clients build and document personalized financial plans centered on their goals. The team at Merrill Lynch Financial Advisor S Wesley Carpenter is committed to helping clients stay on track to achieve their financial goals and provide ongoing support and guidance.
601 N Section St, Fairhope, AL 36532, United States -
ROSELYN SPAAN
● ClosedROSELYN SPAAN is a finance institution located at 27154A Pollard Road, Daphne, Alabama, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They provide assistance to pay for everyday tasks, replace lost income due to sickness or injury, and offer expert guidance on creating investment strategies and estate planning. ROSELYN SPAAN also offers insurance for employees, executives, and business owners, as well as charitable giving and financial support for bereavement, education, and local initiatives. Their financial advisors specialize in creating custom insurance and financial solutions to meet individual needs and goals. They work closely with clients to choose from a range of insurance products, annuities, and investments to protect assets and plan for retirement.
27154A Pollard Rd, Daphne, AL 36526, United States -
Merrill Lynch Financial Advisor William H Naff
● ClosedMerrill Lynch Financial Advisor William H Naff is located at 601 North Section Street in Fairhope, Alabama, United States. The institution, known as THE HARTY CARPENTER GROUP, believes in earning trust to build lasting relationships. With over 100 years of industry experience, their team of Financial Advisors is dedicated to helping clients manage and prepare for their financial futures. They offer personalized wealth management strategies tailored to individual needs, drawing upon vast resources to provide comprehensive financial ~services~. The team at THE HARTY CARPENTER GROUP takes a collaborative approach, getting to know clients on a personal level to create customized financial strategies. They work closely with clients to identify and address short- and long-term objectives, considering factors such as risk tolerance, time horizon, and liquidity needs. By utilizing research in behavioral finance, they offer an Investment Personality Assessment to better understand clients' investing preferences and goals.
601 N Section St, Fairhope, AL 36532, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
569 Brookwood Village, Birmingham, AL 35209, United States -
Silver Voit Garrett & Watkins, Attorneys at Law, P.C.
● ClosedSilver Voit Garrett & Watkins, Attorneys at Law, P.C. is a highly respected bankruptcy and estate planning law firm located in Mobile, Alabama. With a team of experienced attorneys, the firm provides personalized legal solutions tailored to meet the individual needs and objectives of each client. Despite the seemingly different nature of bankruptcy and estate planning, both areas of practice are focused on protecting clients, their loved ones, and their assets. The firm's attorneys have a reputation for excellence and provide clients with direct access to a wealth of legal expertise. By offering innovative and practical solutions, Silver Voit Garrett & Watkins helps clients address their legal needs and overcome challenges effectively. The firm is committed to staying ahead of the curve by utilizing the latest technology and participating in continuing education seminars to enhance their skills and knowledge.
4317-A Midmost Dr, Mobile, AL 36609, United States -
Sage Legacy Counsel
● ClosedSage Legacy Counsel is a prestigious institution located at 5027 Mercer Street in Montgomery, Alabama, United States. Our team of experienced counselors and advisors are dedicated to helping individuals and families plan for their future and leave a lasting legacy for generations to come. Whether you need assistance with estate planning, wealth management, or charitable giving, our experts are here to provide personalized and comprehensive solutions tailored to your unique needs. Trust Sage Legacy Counsel to guide you towards a secure and prosperous future.
5027 Mercer St, Montgomery, AL 36117, United States -
Covenant Law Firm, P.C.
● ClosedCovenant Law Firm, P.C., located in Birmingham, Alabama, is a reputable law firm specializing in civil litigation. Led by founder Barry Vickery, who holds an MBA and is a CPA, the firm offers legal counsel for a wide range of cases including breaches of contract, estate and trust matters, family law issues, tax-related matters, and defense cases. With over 25 years of experience, Barry Vickery's unique background in business, accounting, and law allows him to effectively tackle even the most complex legal challenges. The Birmingham business lawyers at Covenant Law Firm are dedicated to helping clients start and operate their own businesses smoothly by providing expert legal guidance and preparing necessary documents. Additionally, the firm offers estate planning services to ensure that wills, trusts, and estates are properly structured to comply with laws and reflect the individual's wishes.
2230 3rd Ave N, Birmingham, AL 35203, United States
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- Charitable planning in Bay Minette
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