TOP 10 Estate planning advisor in Mobile, Alabama

Waverly Advisors, located at 3615 Old Shell Road, Mobile, Alabama, United States, is a finance institution with an intense client focus. Our dedicated team of advisors offers forward-thinking advice and guidance for both personal and corporate financial decisions. With over $10.6 billion in assets under management, we provide customized services for wealth management, family office, retirement plans, and institutional consulting. As an Independent Registered Investment Advisor (RIA), we are a fee-only fiduciary and offer collaborative investment, tax, estate, and financial planning services. With a team of over 150 members across 18 locations in 8 states, Waverly Advisors is committed to being a leader in the industry. We participate in top award competitions and rankings to demonstrate our expertise and dedication to our clients. Our services include comprehensive financial planning, investment management, and specialized services for women and high-performing families. We also offer retirement plan solutions for academic institutions, religious foundations, and community grant makers.

SWAN Capital is a financial advisor located at 2053 Dauphin Street in Mobile, Alabama, United States. Our goal is to help individuals and families achieve their ideal retirements by providing personalized retirement strategies using a variety of investment and insurance products. We offer seminars in the community to educate others on the importance of preparing for their financial future, covering topics such as estate planning, long-term care costs, and tax-free cash flow. Our team at SWAN Capital is dedicated to making the transition into retirement seamless so that you can fully enjoy your golden years. Visit us at our Daphne office or give us a call to learn more about how we can help you plan for a secure financial future. Please note that the information on our website is for general information only and does not constitute investment advice. Be sure to consult with a qualified professional before making any decisions about your personal financial situation.

Debra Haley, a Financial Advisor at Ameriprise Financial Services, LLC, located at 4332 Boulevard Park South in Mobile, Alabama, offers a wide range of financial services to meet the needs of individuals and businesses. Debra holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Whether you are looking for advice on portfolio management, retirement planning, or estate planning, Debra Haley can provide personalized solutions to help you achieve your financial goals. With a commitment to ethical practices and ongoing education, Debra is dedicated to helping her clients make informed financial decisions. Contact Debra Haley today to schedule a consultation and take the first step towards financial success.

James Thomas Lee is a Financial Advisor at Ameriprise Financial Services, LLC located at 3514 Montlimar Plaza Drive in Mobile, Alabama, United States. James Thomas Lee holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. As a Certified Financial Planner™, James Thomas Lee upholds the highest standards of excellence in personal financial planning. With a focus on providing biblically wise financial advice, James Thomas Lee is committed to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or individual with special needs, James Thomas Lee has the knowledge and expertise to guide you through the complexities of financial planning. Contact James Thomas Lee - Financial Advisor at Ameriprise Financial Services, LLC for personalized and comprehensive financial advice.

Steve Hanley is a Financial Advisor at Ameriprise Financial Services, LLC located at 4332 Boulevard Park South in Mobile, Alabama, United States. Steve 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®, CFP®, 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®. Steve is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Steve's expertise in asset management, estate planning, retirement planning, investment strategies, and risk management allows him to tailor financial solutions to meet the unique needs of each client. With a strong commitment to ethics and continuing education, Steve ensures that his clients receive the highest level of professional service and advice.

Jennifer Ryder is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3514 Montlimar Plaza Drive in Mobile, Alabama, United States. Jennifer 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®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in asset management, retirement planning, estate planning, investment management, and other financial services. Jennifer is dedicated to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. She upholds the highest standards of ethics and professionalism in her practice, ensuring that her clients receive the best possible guidance for their financial goals.

Cindy Karns is a Financial Advisor at Ameriprise Financial Services, LLC, located at 4332 Boulevard Park South in Mobile, Alabama, United States. She 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®. Cindy Karns specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continually expanding her knowledge and expertise in the field of finance.

David Buckhaults is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3514 Montlimar Plaza Drive in Mobile, Alabama, United States. David 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®, CFP®, 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 demonstrate David's expertise in asset management, investment strategies, estate planning, retirement planning, and more. As an experienced financial advisor, David is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

Merrill Lynch Financial Advisor David B Walker, located at 3674 Dauphin Street, Mobile, Alabama, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With the resources of one of the world's largest financial institutions at their back, clients can prepare for the joys and challenges of retirement, build a steady course to retirement, and work with estate planning attorneys and tax advisors to preserve and protect their wealth. David and his team prioritize understanding their clients' family needs and goals, offering personalized service and transparency in their financial strategies. With credentials including the CERTIFIED FINANCIAL PLANNER CFP certification and the Certified Private Wealth Advisor CPWA® designation, David is committed to helping clients grow and preserve their wealth, support their lifestyle, and pass their wealth to the next generation. By focusing on clients' aspirations and encouraging them to ask questions about what matters most, David designs and implements personalized plans to help clients pursue their financial goals while managing investment risk. Through conversations and the Investment Personality Assessment, David gets to know clients better as investors, customizing financial approaches to help them pursue what matters most. With tools to track changes in clients' lives and goals, David and his team help clients stay on track to achieve their goals. By putting clients first and building customized investment approaches, Merrill Lynch Financial Advisor David B Walker helps clients address financial complexities and pursue their goals.

Merrill 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.

Care Financial is a reputable finance and insurance agency located at 5920 Grelot Road in Mobile, Alabama. Our team of experienced professionals is dedicated to providing top-notch financial services and insurance solutions to our clients. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, Care Financial is here to help. We prioritize the financial well-being and security of our clients, and strive to build long-lasting relationships based on trust and integrity. Visit us at our convenient location in Mobile, Alabama, and let us help you achieve your financial goals.

Principal Financial Group is a leading finance and insurance agency located at 1110 Montlimar Drive in Mobile, Alabama, United States. With a strong reputation for providing innovative financial solutions and quality insurance products, Principal Financial Group is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced professionals at Principal Financial Group are here to provide personalized guidance and support. Visit us today to learn more about how we can help you plan for a secure financial future.

Pitts Michael L is a reputable health institution located in Robertsdale, Alabama, United States. Specializing in physiotherapy, they offer top-quality services to help patients recover from injuries, manage chronic pain, and improve their overall physical well-being. With a team of experienced and dedicated physiotherapists, Pitts Michael L is committed to providing personalized care and tailored treatment plans to meet the individual needs of each patient. Whether you are recovering from surgery, dealing with a sports injury, or looking to improve your mobility, Pitts Michael L is the place to turn to for expert care and support.

Ms. Celia J. Collins is a lawyer located at 1 Saint Louis Street in Mobile, Alabama, United States. She is a part of the renowned law firm Johnstone Adams, LLC, which has been providing exceptional legal representation to individuals and businesses for over 125 years. The team at Johnstone Adams, LLC is known for their professionalism, enthusiasm, and cutting-edge legal services. They offer a full range of legal services, including employment, labor, workers’ compensation, estate planning, immigration, and probate matters. Clients praise the attorneys at Johnstone Adams, LLC for their knowledge, responsiveness, and ability to provide pragmatic solutions to legal issues. Whether you are a small business owner or part of a large corporation, Ms. Celia J. Collins and her team are dedicated to helping you navigate the legal landscape with confidence and peace of mind. Contact them today for a consultation to discuss your unique legal needs.

Mitchell McLeod Pugh & Williams is a reputable finance institution located at 2610 Dauphin Street in Mobile, Alabama, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, the experts at Mitchell McLeod Pugh & Williams are dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.

Middle Bay Wealth Management of Raymond James is a finance institution located at 21 West Interstate 65 Service Road North in Mobile, Alabama, United States. We believe that your financial goals and aspirations are unique to you, which is why we offer personalized financial planning tailored to your specific needs. Our team is dedicated to providing you with the right combination of financial services, support, and guidance to help you achieve your goals. With proven expertise and a commitment to helping you every step of the way, we are here to assist you in pursuing your personal financial objectives. Trust your important financial affairs to Middle Bay Wealth Management of Raymond James, where your success is our priority.

Merrill 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.

Solberger & Smith LLP is a trusted accounting and finance institution located at 3929 Airport Boulevard in Mobile, Alabama, United States. With over 40 years of experience, our mission is to empower our clients to make sound business decisions and manage their finances effectively on a daily basis. We serve businesses of all types, as well as individuals, estates, and trusts, offering in-depth knowledge and assistance with QuickBooks software. Our experienced team can handle all your tax needs and provide guidance to preserve your personal wealth. Whether you need help growing your wholesale or retail business, managing business debt, or planning for the future, Solberger & Smith LLP is here to support you every step of the way. With a focus on wellness and personalized, human-centric approaches, we strive to help you achieve all your goals for a brighter future. Visit us today and let us help you end the accounting stress and enjoy the beautiful parts of life.

River Bank & Trust is a trusted financial institution located at 1301 US-98 East in Daphne, Alabama, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our experienced team of professionals is dedicated to providing excellent customer service and helping our clients achieve their financial goals. Whether you're looking to open a checking account, secure a loan, or plan for your future, River Bank & Trust is here to help you every step of the way. Visit us today to experience the difference of banking with a community-focused institution.

L & L Financial Services is a reputable finance institution located at 316 Bel Air Boulevard in Mobile, Alabama, United States. We offer a wide range of financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for assistance with budgeting, investing, or retirement planning, L & L Financial Services is here to help. Contact us today to learn more about how we can help you secure your financial future.

Edward Jones is a renowned finance institution located in Mobile, Alabama, United States. With a strong reputation for providing personalized investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Their team of experienced financial advisors offers a wide range of services, including retirement planning, wealth management, and investment strategies tailored to each client's unique needs. Whether you are planning for the future or looking to grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way.