Client focused financial advisory in Birmingham, Alabama

TMB Tax & Financial Services Benefit Corporation (Bankable CEO) is a leading accounting and finance institution located at 297 West Valley Avenue in Birmingham, Alabama, United States. Our team of experienced professionals provides expert tax and financial services to individuals and businesses, helping them navigate the complexities of the financial world with confidence. With a focus on personalized service and attention to detail, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you thrive in today's ever-changing financial landscape.

Thrivent 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.

Legacy Advisory Group, located at 36 Manning Place in Birmingham, Alabama, is a finance institution dedicated to providing customized financial planning services to individuals, businesses, and non-profits. Our team of experienced financial professionals utilizes innovative industry tools and processes to create comprehensive financial plans tailored to meet the specific needs of each client. At Legacy Advisory Group, we focus on the four cornerstones of retirement planning: Social Security Optimization, Structured Income Planning, Investment Advisory, and LEGACY Planning. Our team upholds the highest ethical standards and is committed to delivering personalized and strategic financial solutions to help clients protect their past success and plan for a brighter future.

Garrett, Perkins & Horton Advisory Partners is a finance institution located at 5120 Selkirk Drive in Birmingham, Alabama, United States. As an independent advisory firm, we are dedicated to providing customized planning and comprehensive services to assist clients in navigating the complexities of the marketplace and safeguarding wealth for current and future generations. Our relationship-first approach ensures that we partner with you and your family to instill financial confidence at every stage of life. With a focus on personalized wealth management services, we work towards helping you achieve your unique and evolving goals. Our team consists of trusted, knowledgeable, and credentialed professionals with decades of collective experience in safeguarding and growing wealth. Contact us at 205-313-9153 or visit us at Suite 200 in Birmingham, Alabama 35242 for more information.

RFG Advisory is a finance institution located at 1400 Urban Center Drive in Birmingham, Alabama, United States. At RFG Advisory, we focus on maximizing your independence, building your net worth, and owning your future. Our award-winning platform is designed for independent Advisors, giving you the freedom to serve your clients in the way you've always wanted to. We prioritize service above all else, followed by technology and being a Registered Investment Advisor (RIA). Our culture of a servant heart and warrior mindset helps Advisors deliver an exceptional client experience, build enterprise value, and maximize their independence. If you're interested in joining RFG or a partner firm, reach out to our Business Development Specialists, Kristy Puckett or Terry Bobo. You can contact Kristy at 205.218.6962 or kpuckett@rfgadvisory.com, and Terry at 205.881.5991 or tbobo@rfgadvisory.com. Unleash your growth potential by becoming an independent Advisor affiliated with RFG. Remember, all investing involves risk, and past performance is not indicative of future results. Securities are offered through Registered Representatives of Private Client Services, member FINRA/SIPC, while advisory services are provided by Investment Advisory Representatives of RFG Advisory, LLC, a registered investment advisor. RFG Advisory is an SEC-registered investment adviser, and the Registered Representatives of PCS can only conduct securities business in states where they are registered. Insurance products and services are offered through RFG Solutions LLC, an affiliated company of RFG Advisory.

Patrick Cummings is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2501 20th Place South, Birmingham, Alabama, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Patrick Cummings offers comprehensive financial planning services to individuals and small business owners. Specializing in asset management, retirement planning, estate planning, and investment strategies, Patrick Cummings is dedicated to helping clients achieve their financial goals. With a focus on ethics and expertise, clients can trust Patrick Cummings to provide personalized and professional financial advice.

Strauss Financial Group, Inc. is a reputable finance institution located at 1800 International Park Drive in Birmingham, Alabama, United States. With a strong focus on providing top-notch financial services to its clients, Strauss Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or asset management, Strauss Financial Group is here to assist you every step of the way.

Somerset Advisory, located at 2231 20th Avenue South in Birmingham, Alabama, is a finance institution that specializes in active wealth management and tailored financial planning. At Somerset Advisory, we believe in building authentic relationships with our clients and are dedicated to helping them grow, protect, and enjoy their wealth. We understand that relationships take time to cultivate, and we value the personal connection we have with each of our clients. Our approach to financial planning is dynamic and ever-evolving, focusing on the journey rather than a rigid plan. We prioritize strategies that aim for alpha, rather than chasing returns, and provide comprehensive advice and guidance from start to finish. Somerset Advisory is affiliated with Hightower Securities, LLC, a member of FINRA/SIPC, and Hightower Advisors, LLC, a registered investment advisor. When you partner with Somerset Advisory, you can expect a personalized and supportive experience that prioritizes your financial goals and aspirations.

Clark Planning & Investment Advisory is a premier finance institution located at 1900 Providence Park in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and investment advisory services to help our clients achieve their financial goals. With a focus on transparency, integrity, and excellence, we strive to build long-term relationships based on trust and mutual success. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Clark Planning & Investment Advisory is here to help you navigate the complexities of the financial world with confidence and peace of mind.

RFG Advisory—Hoover is a finance institution located at 2290 Valleydale Road in Birmingham, Alabama, United States. Established in 2003, RFG Advisory is an award-winning independent wealth management firm that prides itself on delivering a comprehensive service platform. Led by Marcia Miller and her team, the institution leverages sophisticated technology to provide a highly personalized and seamless client experience. With a Servant Heart and Warrior Mindset, Marcia and her team are dedicated to helping clients make plans and decisions today that will lead to a rewarding tomorrow. Marcia's background in finance, real estate, and planning, combined with her passion for service, allows her to create personalized game plans that align with her client's values and vision for their lives.

Eddie M. King - UBS Financial Services Inc. is a reputable finance institution located at 800 Shades Creek Parkway in Birmingham, Alabama, United States. With a focus on providing top-notch financial services to clients, the institution offers a wide range of financial solutions tailored to meet the unique needs and goals of individuals and businesses. The team of experienced professionals at Eddie M. King - UBS Financial Services Inc. is dedicated to helping clients achieve their financial objectives and secure their financial future. Whether you are looking for investment advice, wealth management, retirement planning, or other financial services, Eddie M. King - UBS Financial Services Inc. is committed to delivering exceptional service and expertise to help you reach your financial goals.

Joseph Kassouf - Regions Financial Advisor is a trusted institution located at 1592 Montgomery Highway, Birmingham, Alabama, United States. As a Financial Advisor for Regions Investment Solutions, Joseph Kassouf is dedicated to helping clients develop comprehensive strategies to meet their long-term financial goals. With a focus on personalized solutions and a commitment to making the journey towards financial success easy, Joseph Kassouf is a reliable partner for your financial future. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. (RIM). As a Registered Investment Adviser and wholly owned subsidiary of Regions Bank, RIM's services are utilized by Regions Wealth Management for its clients.

Joseph Cobb - Regions Financial Advisor is a finance institution located at 601 Lakeshore Parkway, Birmingham, Alabama, United States. Joseph Cobb is a trusted Financial Advisor with Regions Investment Solutions, dedicated to helping clients achieve their short and long-term financial goals. With a focus on personalized strategies, Joseph Cobb aims to make the journey towards financial success as easy as possible. 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 is committed to providing educational and general marketing information for clients, ensuring transparency and clarity in all financial decisions. Please contact Joseph Cobb - Regions Financial Advisor for any questions or to schedule an appointment.

Ray Deloteus - Financial Advisor, Ameriprise Financial Services, LLC, located at 2501 20th Place South, Birmingham, Alabama, United States, is a trusted finance institution that prioritizes your individual goals and personal risk tolerance. With a focus on investment, asset allocation, and portfolio recommendations, we work with you to track your progress and adjust your approach as needed. Our commitment to our clients has earned us recognition as one of the Most Trusted Wealth Management Companies by Investor’s Business Daily. We offer complimentary initial consultations to help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, and investment advisory products and services are available through our registered investment adviser. Contact us today to schedule a consultation and start working towards your financial goals.

Ryan Moulin - Regions Financial Advisor, located at 2721 Culver Road in Birmingham, Alabama, is a trusted partner in helping you achieve your short and long-term financial goals. As a Financial Advisor with Regions Investment Solutions, Ryan Moulin focuses on creating personalized strategies to guide you towards financial success. With a comprehensive approach, Ryan Moulin will not only address your immediate needs but also help you develop a plan for the future. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services. Investment advisory services are provided by Regions Investment Management, Inc. (RIM), a Registered Investment Adviser and wholly owned subsidiary of Regions Bank. Trust and investment management clients may benefit from RIM's services and strategies through Regions Wealth Management.

Scott Pospisil - Regions Financial Advisor is a finance institution located at 1849 Montgomery Highway in Birmingham, Alabama, United States. As a Financial Advisor for Regions Investment Solutions, Scott Pospisil focuses on providing solutions for immediate needs while also assisting clients in developing a comprehensive strategy to meet long-term financial goals. With a commitment to helping clients reach their desired financial future, Scott aims to make the journey towards financial success as easy as possible. 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 information for clients, and does not provide impartial investment advice or advice in a fiduciary capacity. The institution values privacy and security for its clients, and provides an Appointment Scheduler for convenience. Please contact Scott Pospisil - Regions Financial Advisor with any questions or inquiries about financial planning.

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.

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 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.

Taxx Wiz is a leading accounting and finance institution located at 1500 1st Avenue North in Birmingham, Alabama. Our team of expert professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Taxx Wiz is your go-to destination for all your accounting needs. With a commitment to excellence and a focus on customer satisfaction, we strive to help our clients achieve their financial goals. Visit Taxx Wiz today and let us guide you towards a brighter financial future.

Oakworth Capital Bank, located at 850 Shades Creek Parkway in Birmingham, Alabama, is a financial institution that has redefined the art of client service. By prioritizing the human connection and combining it with modern technology, Oakworth offers a more personalized and personable experience for its clients. With expertise in the financial complexities of various businesses, Oakworth takes a holistic approach to managing assets for both the present and future generations. Their unique 4-step process helps clients achieve their financial goals with customized solutions. Oakworth Capital Bank also provides links to third party websites for additional information, but reminds visitors to verify the accuracy of the information before acting upon it. With a focus on relationship building, attentiveness, and timeliness, Oakworth Capital Bank is dedicated to helping clients succeed in their financial aspirations.

Gordon, Dana & Gilmore, LLC is a reputable institution located at 600 University Park Place in Birmingham, Alabama, United States. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing expert advice and guidance to individuals and businesses alike. With a commitment to excellence and a focus on client satisfaction, Gordon, Dana & Gilmore, LLC is the premier choice for all your financial and legal needs. Contact us today to learn more about how we can assist you in achieving your goals.

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.

NBC Securities Inc. is a full-service independent broker-dealer and registered investment advisor located at 1927 1st Avenue North in Birmingham, Alabama. As an employee-owned institution, we are dedicated to building strong relationships with our clients to help them achieve their financial goals and build a lasting legacy. Our team works tirelessly to provide personalized financial services and support to ensure that your legacy reaches its full potential. With a focus on genuine connections and a commitment to your financial well-being, NBC Securities is your partner in building a successful and thriving legacy. Contact us today for financial health and wealth services that will help your legacy thrive.

Jefferson Mathews Wealth Solutions is a leading finance institution located at 3000 Galleria Circle in Birmingham, Alabama, United States. We specialize in providing comprehensive wealth management solutions for our clients, helping them navigate the complexities of financial planning and investment strategies. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized services and expert advice. With a focus on building long-term relationships based on trust and integrity, Jefferson Mathews Wealth Solutions is committed to helping our clients secure their financial future.

Leavell Investment Management Inc. is a top-rated finance institution located at 2712 18th Place South in Birmingham, Alabama, United States. They have been consistently ranked as one of the top 100 Financial Advisory Firms in the country by CNBC for the past five years, with the latest 2023 rankings placing them at #4 in the United States and #1 in Alabama. Led by CEO Andrew Grinstead, Leavell Investments is committed to helping clients create and preserve their legacies for over 40 years. As a fee-only independent investment advisory firm, they act in a fiduciary capacity to provide personalized advice and strategies without the influence of selling products for additional revenue.

PNC Private Bank is a prestigious financial institution located at 1819 5th Avenue North in Birmingham, Alabama, United States. With a focus on personalized wealth management services, PNC Private Bank offers a range of financial solutions tailored to meet the unique needs of high-net-worth individuals and families. Their team of experienced financial advisors provides expert guidance and strategic planning to help clients achieve their financial goals and secure their financial future. Visit PNC Private Bank today to experience exceptional service and comprehensive financial expertise.

Grigsby Consulting is a reputable consulting firm located at 244 Goodwin Crest Drive in Birmingham, Alabama, United States. With a focus on providing top-notch advisory services to businesses of all sizes, Grigsby Consulting offers expert guidance in areas such as strategic planning, financial analysis, and operational efficiency. Their team of experienced consultants is dedicated to helping clients achieve their goals and maximize their potential. Whether you are a start-up looking for guidance or an established company seeking to improve performance, Grigsby Consulting is the partner you can trust for professional and personalized consulting services.

Cope Private Wealth is a premier financial institution located at 3300 Cahaba Road in Birmingham, Alabama, United States. Our team of expert financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Cope Private Wealth offers a range of services including investment management, retirement planning, and estate planning. Contact us today to see how we can help you secure your financial future.

Capital Advisors, Inc. is a leading finance institution located at 400 Union Hill Drive in Birmingham, Alabama, United States. With a team of experienced financial advisors, we specialize in providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our dedicated team is here to assist you every step of the way. Contact us today to schedule a consultation and learn how Capital Advisors, Inc. can help you make the most of your money.