TOP 30 Estate planning services in Birmingham, Alabama

202 results found

Mint House Birmingham - Downtown is a luxurious lodging option located in the heart of Birmingham, Alabama. Situated at 300 18th Street South, this institution offers top-notch accommodations for travelers looking for a comfortable and convenient stay in the city. As a real estate agency, Mint House Birmingham also provides long-term housing options for those looking to make Birmingham their home. Additionally, as a travel agency, they offer assistance in planning and booking travel arrangements for guests looking to explore the vibrant city of Birmingham. With its prime location and excellent services, Mint House Birmingham - Downtown is the perfect choice for both short-term visitors and long-term residents alike.

Rent to Own Homes in Birmingham and surrounding areas is a reputable real estate agency located at 1040 Bridgewater Park Drive in Hoover, Alabama. Our agency specializes in helping individuals and families find their dream home through our unique rent-to-own program. With a wide range of properties available in Birmingham and the surrounding areas, we strive to make the home buying process as seamless and stress-free as possible. Our team of experienced real estate agents is dedicated to providing exceptional service and helping our clients achieve their homeownership goals. Whether you are looking to rent or own a home, we are here to assist you every step of the way. Contact us today to learn more about our services and available properties.

Raymond James Financial Services is a finance institution located at 2 20th Street North in Birmingham, Alabama, United States. With a reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or assistance with estate planning, Raymond James has a team of experienced professionals ready to assist you. Trust in Raymond James Financial Services to help you navigate the complexities of the financial world and secure your financial future.

Money Management Services, Inc. is a reputable institution located at 3410 Independence Drive in Birmingham, Alabama, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses effectively manage their money and investments. Whether you need assistance with tax planning, retirement accounts, estate planning, or any other financial matters, our professionals are here to provide personalized guidance and support. Trust Money Management Services, Inc. to help you achieve your financial goals and secure a stable future.

Peter Huver - Financial Advisor, Ameriprise Financial Services, LLC, located at 1400 Urban Center Drive in Birmingham, Alabama, is a finance institution that offers a wide range of services to meet the needs of individuals and businesses. Peter Huver holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and ongoing education, Peter Huver provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Peter Huver can provide the guidance and expertise you need. Contact Peter Huver - Financial Advisor, Ameriprise Financial Services, LLC, to schedule a consultation and take the first step towards securing your financial future.

Peachtree Planning is a leading finance and insurance agency located at 3500 Blue Lake Drive in Birmingham, Alabama, United States. With a focus on providing personalized financial planning and insurance solutions, Peachtree Planning is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers a wide range of services, including retirement planning, investment management, estate planning, and risk management. Whether you are looking to secure your financial future or protect your loved ones, Peachtree Planning is committed to providing tailored solutions to meet your needs.

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.

Michael Sheehan is a Financial Advisor at Ameriprise Financial Services, LLC located at 2501 20th Place South, Birmingham, Alabama, United States. He 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 his expertise in various aspects of finance including asset management, retirement planning, estate planning, investment management, and more. Michael Sheehan is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

John P Williamson is a financial advisor at Ameriprise Financial Services, LLC located at 2501 20th Place South, Birmingham, Alabama, United States. John 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®. John specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, John is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, John P Williamson is here to provide expert guidance and support.

Josh Carnes is a Financial Advisor at Ameriprise Financial Services, LLC located at 2501 20th Place South, Birmingham, Alabama, United States. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Josh Carnes is dedicated to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Specializing in asset management, estate planning, investment opportunities, and risk management, Josh Carnes is committed to helping clients achieve their financial goals. Additionally, Josh Carnes is trained in behavioral financial advising, philanthropy, and divorce financial analysis. With a focus on comprehensive financial planning, Josh Carnes is equipped to assist clients in all aspects of their financial journey.

Jeff Waters is a Financial Advisor at Ameriprise Financial Services, LLC located at 2501 20th Place South, Birmingham, Alabama, United States. Jeff 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®. Jeff is equipped to provide comprehensive financial planning services tailored to the individual needs of clients, with expertise in asset management, retirement planning, estate planning, insurance products, and investment strategies. Jeff is committed to upholding the highest standards of ethics and professionalism in the field of finance.

Tom Hammett is a Financial Advisor at Ameriprise Financial Services, LLC located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. Tom holds several certifications including the 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 Tom's expertise in various financial planning areas such as asset management, retirement planning, estate planning, and investment strategies. Tom is dedicated to providing comprehensive and personalized financial advice to his clients, including retirees, small business owners, and high net worth individuals.

Jeff Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. Jeff Roberts holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Jeff Roberts is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are looking for portfolio management, retirement planning, or estate planning services, Jeff Roberts - Private Wealth Advisor is committed to providing comprehensive and tailored solutions to meet your needs.

Allan McClure is a financial advisor at Ameriprise Financial Services, LLC located in Birmingham, Alabama. The institution offers 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 cover a wide range of financial planning topics, from asset management to retirement planning, estate planning, investment strategies, and more. Allan McClure is dedicated to providing expert financial advice and guidance to clients, ensuring they make informed decisions to secure their financial future.

Steven Peterson is a Financial Advisor at Ameriprise Financial Services, LLC located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. Steven 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 range of topics including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Steven is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Contact Steven Peterson for expert advice on your financial needs.

Jud Morrison - Financial Advisor, Ameriprise Financial Services, LLC, located at 31 Inverness Center Parkway, Birmingham, Alabama, United States, offers a wide range of financial services and expertise. The institution provides 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 ensure that the advisors at Jud Morrison have the knowledge and skills necessary to provide expert financial advice to their clients. Whether you are planning for retirement, looking to invest, or need assistance with estate planning, the team at Jud Morrison is dedicated to helping you achieve your financial goals.

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 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.

Steve Hudson - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 1400 Urban Center Drive in Birmingham, Alabama, United States. Steve Hudson holds multiple 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 demonstrate Steve Hudson's expertise in various aspects of financial planning and wealth management. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Steve Hudson can provide tailored financial advice to meet your needs.

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.

E Jerry Windle - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1400 Urban Center Drive in Birmingham, Alabama, United States. They offer a range of certifications and designations to ensure their advisors are well-equipped to meet the diverse needs of their clients. From AAMS™ certification focusing on asset management to ADPA™ certification for domestic partnership planning, the institution covers a wide array of financial planning areas. With designations such as AEP®, AIF®, and APMA™, their advisors are trained in estate planning, fiduciary practices, and portfolio management. They also offer certifications in behavioral finance, philanthropy, annuities, retirement planning, and more. Whether you are looking for assistance in divorce financial planning or exit planning, the institution has certified professionals to guide you through the process. With expertise in areas such as mutual funds, special needs planning, long-term care, and military financial advising, E Jerry Windle - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing comprehensive and specialized financial services to their clients.

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 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.

King & Green, LLC is a reputable law firm located in Birmingham, Alabama. Our experienced attorneys provide expert legal services in various practice areas including personal injury, criminal defense, family law, and estate planning. We are dedicated to providing personalized and professional representation to our clients, ensuring their rights are protected and their best interests are always at the forefront. Located at 2000A Southbridge Parkway, Birmingham, our team at King & Green, LLC is committed to delivering high-quality legal services to individuals and families in the community.

Carlisle & Carlisle, P.C. is a reputable law firm located at 1621 Pinson Street in Birmingham, Alabama. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. Whether you need assistance with family law, personal injury cases, business litigation, or estate planning, our firm is here to help you navigate the legal system with ease. Trust Carlisle & Carlisle, P.C. for all your legal needs in Birmingham, Alabama.

Eastwood Estate & Probate Law is a reputable law firm located at 2001 Park Place in Birmingham, Alabama. Specializing in estate planning and probate law, our experienced team of lawyers are dedicated to helping clients navigate the complexities of wills, trusts, and estate administration. Whether you are looking to create an estate plan or need assistance with probate proceedings, our skilled attorneys are here to provide personalized and professional legal services. Trust Eastwood Estate & Probate Law to protect your assets and ensure your wishes are carried out according to your wishes.

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.

Vaughn Sparks - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to meet the diverse financial needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, the advisors at Vaughn Sparks have undergone rigorous training and examinations to provide expert financial advice. Additionally, certifications such as the ADPA™ for domestic partnership planning and the AEP® for estate planning showcase the institution's commitment to comprehensive financial services. Whether you are looking for retirement planning, investment strategies, or estate planning, Vaughn Sparks - Financial Advisor, Ameriprise Financial Services, LLC has a team of qualified professionals ready to assist you in achieving your financial goals.

Hudson & Windle Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1400 Urban Center Drive in Birmingham, Alabama, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track their progress towards goals, updating strategies as life changes. Clients can access their investments and accounts securely from any device. The team is backed by the Ameriprise Investment Research Group, providing guidance on market conditions. Initial consultations provide an overview of financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. They value referrals and strive to help friends and family achieve their financial goals.

Atlantic Law Group, LLC is a reputable law firm with offices in Birmingham and Huntsville, Alabama. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Located at 1 Chase Corporate Drive in Birmingham, our firm specializes in various areas of law including corporate law, real estate law, and estate planning. We are committed to delivering personalized and effective legal solutions to meet the unique needs of each client. Contact us today to schedule a consultation and see how we can assist you with your legal matters.