Estate tax planning in Alabama
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halcyon professional advisors
● OpenHalcyon Professional Advisors is a leading financial consulting firm located at 101 1st Avenue Northeast in Cullman, Alabama. Our team of experienced advisors is dedicated to providing top-notch financial guidance and support to individuals, businesses, and organizations. We offer a wide range of services including investment management, retirement planning, tax preparation, and estate planning. At Halcyon Professional Advisors, our mission is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial aspirations.
101 1st Ave NE, Cullman, AL 35055, United States -
Roger D Hall CPA PC
● OpenRoger D Hall CPA PC is a reputable accounting and finance institution located at 300 Vestavia Parkway in Birmingham, Alabama, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of professionals is dedicated to providing top-notch financial solutions tailored to meet the individual needs of their clients. Whether you are a small business owner or an individual looking for financial guidance, Roger D Hall CPA PC is the go-to institution for all your accounting and finance needs.
300 Vestavia Pkwy #3400, Birmingham, AL 35216, United States -
Nonnenmacher & Clark Pc LLC
● OpenNonnenmacher & Clark Pc LLC is a reputable accounting and finance institution located at 10 Midtown Park West in Mobile, Alabama, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Nonnenmacher & Clark Pc LLC is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, this institution is committed to providing top-notch services to their clients.
10 Midtown Park W, Mobile, AL 36606, United States -
Durrett & Associates
● OpenDurrett & Associates is a reputable accounting and finance institution located at 7018 Gadsden Highway in Trussville, Alabama, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can expect personalized and reliable solutions to help them achieve their financial goals. Visit Durrett & Associates for expert financial advice and assistance.
7018 Gadsden Hwy #112, Trussville, AL 35173, United States -
Charleigh Financial Service
● OpenCharleigh Financial Service is a trusted financial institution located at 904 Catherine Street in Birmingham, Alabama, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you need assistance with investments, retirement planning, insurance, or estate planning, Charleigh Financial Service is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
904 Catherine St, Birmingham, AL 35215, United States -
Finesilver & Associates, LLC
● OpenFinesilver & Associates, LLC is a reputable law firm located at 6831 Halcyon Park Drive in Montgomery, Alabama. Our team of experienced attorneys specialize in a wide range of legal services, including business law, real estate law, estate planning, and more. We are committed to providing our clients with personalized and professional representation to help them navigate through complex legal matters. With a track record of success and a dedication to client satisfaction, Finesilver & Associates, LLC is your trusted partner for all your legal needs. Contact us today to schedule a consultation.
6831 Halcyon Park Dr, Montgomery, AL 36117, United States -
Harrison & Partners, Inc
● OpenHarrison & Partners, Inc is a reputable general contractor located at 3250 Wild Fork Road in Frisco City, Alabama, United States. With a commitment to excellence and a focus on delivering high-quality construction services, Harrison & Partners, Inc has established itself as a trusted name in the industry. Specializing in a wide range of construction projects, from residential to commercial, the team at Harrison & Partners, Inc is dedicated to providing top-notch craftsmanship and superior customer service. Whether you are looking to build a new home or renovate an existing space, Harrison & Partners, Inc is the go-to contractor for all your construction needs.
3250 Wild Fork Rd, Frisco City, AL 36445, United States -
Sam Meyers at Rate (NMLS #1759980)
● OpenWelcome to Sam Meyers at Rate (NMLS #1759980), your trusted partner in finance located in the heart of Orange Beach, Alabama. Situated at 4790 Wharf Parkway West, we specialize in providing tailored mortgage solutions to meet your unique needs. Whether you're a first-time homebuyer or looking to expand your real estate portfolio, our expert team is here to guide you every step of the way. Our diverse range of mortgage options includes VA, FHA, and USDA loans with flexible down payment requirements starting as low as 0%. For self-employed individuals, our Bank Statement Loan program offers a hassle-free path to homeownership without the need for traditional income documentation. Explore our Lock ‘N’ Roll program to secure a mortgage rate for up to 90 days, giving you peace of mind while you find your dream home.
4790 Wharf Parkway West, Orange Beach, Alabama 36561, United States -
Armstrong & Jordan, P.C.
● OpenWelcome to Armstrong & Jordan, P.C., your trusted partner in accounting, finance, and legal services located at 200 Grove Park Lane, Dothan, Alabama. Our firm is dedicated to providing comprehensive and personalized solutions to meet the diverse needs of individuals and businesses in our community and beyond. At Armstrong & Jordan, P.C., we understand the complexities of the financial and legal landscapes and are committed to guiding you through them with expertise and integrity. Our team of experienced accountants, financial advisors, and attorneys work collaboratively to offer a wide range of services, including tax planning and preparation, financial consulting, estate planning, business formation, and legal representation.
200 Grove Park Lane, Dothan, Alabama 36305, United States -
Merrill Lynch Financial Advisor B. Scott Parsons
● OpenWelcome to Merrill Lynch Financial Advisor B. Scott Parsons, located at 4801 West Main Street, Dothan, Alabama. With a commitment to serving the financial needs of individuals and small business owners, Scott Parsons brings over two decades of experience in the financial services industry. As a Merrill Financial Advisor, Scott offers access to a comprehensive range of investment solutions from Merrill and banking products from Bank of America, tailored to help you achieve your financial goals while managing investment risk. Scott’s approach is deeply personalized, focusing on understanding what matters most to you both personally and financially. He leverages his expertise and Merrill’s extensive resources to design customized wealth management and retirement planning strategies. Scott’s background as an independent advisor has equipped him with a unique perspective, particularly in business life insurance planning, estate planning services, and employer-sponsored retirement plans.
4801 West Main Street, Dothan, Alabama 36305, United States -
Merrill Lynch Financial Advisor Alison J Creekbaum
● OpenWelcome to Merrill Lynch Financial Advisor Alison J. Creekbaum's office, located at 4801 West Main Street, Dothan, Alabama. As a Senior Vice President and Wealth Management Advisor, Alison brings a wealth of experience and dedication to helping clients navigate their financial journeys. Since joining Merrill in 2005, she has been committed to building lasting relationships with clients and their families, offering personalized strategies tailored to their unique financial goals. Alison provides access to a wide range of investment solutions from Merrill and banking products from Bank of America, ensuring you have the tools and insights needed to make informed decisions. Whether you are planning for retirement, managing liabilities, or looking to transition your estate, Alison is here to support you every step of the way. Her expertise extends to working with small businesses on retirement plan design and development, emphasizing the importance of education for employee participants.
4801 West Main Street, Dothan, Alabama 36305, United States -
Alliance Wealth Advisors
● OpenWelcome to Alliance Wealth Advisors, your trusted partner in navigating the complexities of financial planning and wealth management. Conveniently located at 111 Adris Place in Dothan, Alabama, we are committed to serving our community with personalized financial solutions tailored to meet your unique needs and goals. At Alliance Wealth Advisors, we believe that financial success is built on a foundation of trust, integrity, and personalized service. Our team of experienced professionals is dedicated to providing comprehensive financial advice and strategies that help you achieve your aspirations, whether you're planning for retirement, investing for the future, or managing your estate.
111 Adris Place, Dothan, Alabama 36303, United States -
Jennifer Daffron - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Jennifer Daffron - Financial Advisor, Ameriprise Financial Services, LLC, located at 1451 West Main Street, Dothan, Alabama. Our practice is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial planning. Jennifer Daffron, a seasoned financial advisor, brings a wealth of knowledge and expertise to her clients. She holds multiple prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, CAP®, CAS®, CASL®, and many more. These certifications reflect her commitment to maintaining the highest standards of ethics and excellence in financial advising.
1451 West Main Street, Dothan, Alabama 36301, United States
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