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TOP 30 Financial advisors firm in Birmingham, AL
32 results found
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Meld Financial Inc
Meld Financial Inc. is a finance institution located at 3008 Pumphouse Road in Birmingham, Alabama, United States. At Meld Financial, we believe in creating a detailed map of your unique financial situation, known as your Financial FingerprintTM. By understanding your income, expenses, savings, and goals, we can help you make the best decisions for your retirement and future. Our team of professionals offers educational resources through Meld University, including articles, seminars, and videos on various financial topics. Additionally, we host events such as our annual Shred-It event to benefit the Children's Hospital of Alabama. Our services include financial planning, investment management, and employee benefits for individuals, families, trusts, foundations, and institutions. We are proud sponsors of Samford Bulldogs Sports and are committed to providing valuable information through webinars on topics such as Social Security and Medicare. President Kyle Whittington and partner Blake May lead our team at Meld Financial, Inc., an independent wealth management firm dedicated to helping you achieve your financial goals.
Apex Financial Group LLC
Apex Financial Group LLC, located at 4000 Eagle Point Corporate Drive in Birmingham, Alabama, is a finance institution dedicated to helping individuals shape their financial future and secure their family's well-being. Their three-step process, the Apex Summit Retirement Process, is designed to help clients reach new financial heights by discussing retirement goals, reviewing current plans, and customizing strategies to protect lifelong savings. As an independent firm, they offer a wide array of products, services, and approaches to meet specific financial needs, no matter how close one is to retirement. Clients can download a free retirement guide to take control of their financial future and start reaching new heights in their financial journey. The institution focuses on using insurance products to create retirement strategies that suit individual needs and objectives. Disclaimer: Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company, and annuities are not FDIC insured. The information provided is for informational purposes only and not intended as financial advice.
Merrill Lynch Financial Advisor C Logan Taylor III
Merrill Lynch Financial Advisor C Logan Taylor III is a finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution has been recognized on the Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK Research, LLC are based on in-person, virtual, and telephone due-diligence meetings and a ranking algorithm that measures best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management, and Firm-generated revenue. The institution focuses on understanding clients' priorities and needs to help them pursue their financial goals while managing investment risk. By utilizing research in behavioral finance, Merrill offers an Investment Personality Assessment to customize financial approaches based on individual preferences. The institution provides transparency on potential risks and opportunities, and regularly reviews and adjusts financial strategies to help clients stay on track. The team at Merrill Lynch is dedicated to helping clients achieve their goals through personalized financial planning.
Mazer Law Firm PC
Mazer Law Firm PC, located at 2540 Valleydale Road in Birmingham, Alabama, is dedicated to protecting the rights and assets of the elderly who may be vulnerable to financial exploitation. Attorney Glenn Mazer has extensive experience in advising retirees and beneficiaries across the United States. The firm warns against trusting brokers who may recommend risky investments or annuities, and offers proactive steps to recover losses for those who have been misled. With a focus on preventing elder abuse and exploitation, Mazer Law Firm PC helps clients recognize common scams and warning signs, and holds brokers and investment firms accountable for failing to act in their clients' best interests. If you suspect that your loved one is being taken advantage of, Mazer Law Firm PC is here to provide strong advocacy and protection.
The Frankowski Firm, LLC
The Frankowski Firm, LLC is a nationwide firm specializing in investment and securities fraud cases. Located in Birmingham, Alabama, the firm is dedicated to fighting for the rights of investors who have been taken advantage of by unscrupulous brokers and investment advisors. With a focus on complex claims of broker fraud, the firm is well-equipped to handle a variety of investment injury claims. Stockbrokers and investment companies are held to strict financial laws and obligations, and investors have the right to pursue compensation if they have suffered losses due to fraudulent or negligent behavior. The firm assists clients in navigating FINRA arbitration, providing representation in cases of stockbroker fraud and negligence. With offices in multiple states, The Frankowski Firm, LLC offers free confidential consultations to investors seeking justice for their financial losses.
JayO Tax & Financial Services LLC
JayO Tax & Financial Services LLC is a trusted accounting and finance institution located at 2100 Southbridge Parkway in Birmingham, Alabama. Our team of experienced professionals is dedicated to providing personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping services, we are here to help. With a commitment to excellence and client satisfaction, JayO Tax & Financial Services LLC is your partner in achieving your financial goals.
Carr, Riggs & Ingram CPAs and Advisors
Carr, Riggs & Ingram CPAs and Advisors is a top-tier accounting and finance institution located at 3700 Colonnade Parkway in Birmingham, Alabama, United States. With a focus on building strong relationships to drive growth, CRI offers a wide range of services including traditional accounting, business support, technology resources, and assurance offerings. As a member of PrimeGlobal, an international association of independent accounting firms, CRI has the expertise and resources to help clients navigate complex financial challenges and achieve a competitive advantage. Trust CRI to provide the solutions you need to succeed in today's ever-changing business landscape.
Pearce, Bevill, Leesburg, Moore, P.C.
Pearce, Bevill, Leesburg, Moore, P.C. is a reputable accounting and finance institution located at 110 Office Park Drive in Birmingham, Alabama. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit their office to discuss your financial needs and start working towards a secure financial future.
RFG Advisory—Hoover
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.
Frank Chappelle & Co Inc
Frank Chappelle & Co Inc, located at 1747 Reese Street in Birmingham, Alabama, is a finance institution with a 77-year legacy of investing in the financial future of their clients. Founded in the post-World War II era by Frank Chappelle, Sr. and Frank Chappelle, Jr., the company has been helping individuals, families, and businesses build and preserve their wealth through a balanced and diversified approach to investing. They also offer budgeting and financial planning services to help clients prepare for the future. Securities are offered through Concourse Financial Group Securities, Inc., and advisory services are provided through Concourse Financial Group Advisors. Frank Chappelle & Co Inc is dedicated to helping clients achieve their financial goals and is committed to their independence and integrity.
The Welch Group: Stewart H. Welch III, AEP, CFP
The Welch Group, led by Stewart H. Welch III, AEP, CFP, is a finance institution located at 3940 Montclair Road in Birmingham, Alabama, United States. Founded in 1984, the firm specializes in providing fee-only Wealth Management services to affluent individuals, healthcare professionals, business owners, and retirees across the country. The core principle of the Welch Group is fiduciary responsibility, ensuring that all interactions with clients are based on trust and transparency. Stewart H. Welch III is a Certified Financial Planner™ practitioner and Accredited Estate Planner, with a Bachelor of Science degree in Marketing from The University of Alabama. He is actively involved in various professional affiliations, including the Certified Financial Planner Board of Standards Inc and the Birmingham Estate Planning Council. In addition to his professional commitments, Mr. Welch is dedicated to community involvement, serving as Mayor for the City of Mountain Brook since 2016.
Leavell Investment Management Inc
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.
Alliance Wealth Management Group, LLC
Alliance Wealth Management Group, LLC is an independent financial services firm located at 1 Perimeter Park South, Birmingham, Alabama, United States. Specializing in finance, they offer personalized retirement planning services through their Retirement Roadmap program. By scheduling a meeting with their experienced professionals, clients can receive a custom strategy designed to help them reach their unique retirement goals. With a focus on creating income strategies for individuals in or nearing retirement, Alliance Wealth Management Group aims to ensure that their clients' retirement income lasts as long as they do. They offer a variety of investment and insurance products to diversify assets and provide financial independence.
alliantgroup
alliantgroup is a leading finance institution located at 2100 Southbridge Parkway in Birmingham, Alabama, United States. With a focus on providing expert financial services and solutions, alliantgroup offers a wide range of financial products and services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial landscape. Whether you are looking for assistance with tax planning, investment management, or financial consulting, alliantgroup is committed to providing personalized and comprehensive solutions to help you succeed.
Liucija Smaizyte Wright - Morgan Stanley
Liucija Smaizyte Wright - Morgan Stanley is a finance institution located at 3500 Colonnade Parkway in Birmingham, Alabama, United States. As a branch of the prestigious Morgan Stanley firm, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Liucija Smaizyte Wright - Morgan Stanley is dedicated to providing expert guidance and support.
Garrett, Perkins & Horton Advisory Partners
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
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.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 100 Grandview Place in Birmingham, Alabama, is a leading finance institution that provides personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch offers financial strategies tailored to each client's unique goals and needs, including retirement income planning, guidance on investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their financial situation and create long-term strategies to help them achieve their objectives. Merrill Lynch also values community involvement, supporting local charities and organizations to help maintain vibrant and healthy communities.
First Command
First Command is a finance institution located at 2700 Corporate Drive in Birmingham, Alabama, United States. They specialize in providing financial advice to military personnel, veterans, and their families. The institution offers resources for those going through Permanent Change of Station (PCS) and aims to help military families become financially disciplined and confident. They are recognized as a Military Friendly® Brand and offer services to active duty military and their immediate family members. First Command is actively seeking Financial Advisors with military experience or connections to join their team in various locations, including their Home Office in Fort Worth, Texas. They support causes that matter to military families and partner with organizations that contribute to their well-being. Securities offered by First Command are not FDIC insured and may lose value, and a financial plan alone cannot guarantee meeting retirement or financial goals.
Aprio
Located at 1200 Corporate Drive in Birmingham, Alabama, Aprio is a leading accounting and finance institution with a rich history of serving clients in the affordable housing industry for over 4 decades. Formerly known as Yeager & Boyd, Aprio offers a comprehensive range of services including advisory, assurance, tax, cloud accounting solutions, and private client services. As a premier business advisory and certified public accounting firm, Aprio prides itself on providing personalized and strategic guidance to clients and associates on how to achieve their financial goals. With a team of experts specializing in various industries such as Dental, Healthcare, Manufacturing, Nonprofit, Real Estate, Technology, and more, Aprio brings together proven expertise and strategic foresight to help clients succeed.
Terry Tax LLC
Terry Tax LLC is a reputable tax preparation and accounting firm located at 181 West Valley Avenue in Birmingham, Alabama. With a team of experienced professionals, Terry Tax LLC offers a wide range of services including tax planning, bookkeeping, payroll services, and financial consulting. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive accounting solutions, Terry Tax LLC is dedicated to providing personalized and efficient services to meet your specific needs. Contact us today to schedule a consultation and take the first step towards financial success.
Suncoast Investment Corporation
Suncoast Investment Corporation is a premier finance institution located at 2044 Valleydale Terrace in Birmingham, Alabama, United States. With a reputation for excellence in financial services, Suncoast Investment Corporation offers a wide range of investment opportunities and financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Suncoast Investment Corporation is dedicated to providing personalized guidance and expert advice. Trust Suncoast Investment Corporation to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
AEB Wealth Management of Raymond James
AEB Wealth Management of Raymond James is a leading financial institution located at 2900 U.S. 280 in Birmingham, Alabama, United States. As a trusted wealth management firm, we specialize in providing personalized financial planning and investment services to help our clients achieve their financial goals. With a team of experienced financial advisors and a commitment to excellence, we strive to deliver comprehensive and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, managing your investments, or looking to grow your wealth, AEB Wealth Management of Raymond James is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Greybox Investments
Greybox Investments is a finance institution located at 2129 1st Avenue North in Birmingham, Alabama, United States. The name "Greybox" signifies the combination of human-engineered analysis with advanced technology to create customized investment solutions. Our experienced team uses advanced mathematics to carefully analyze portfolios and construct personalized strategies for individuals and institutions. At Greybox Investments, we believe in transparency and simplicity when it comes to investing. Our approach focuses on liquid, high-quality investments in well-known companies, tailored to meet the specific goals of our clients. By utilizing cutting-edge technology, we are able to provide a comprehensive analysis of your entire wealth picture, ensuring a holistic and diversified investment strategy.
Heninger Garrison Davis, LLC
Heninger Garrison Davis, LLC is a prestigious law firm located at 2224 1st Avenue North in Birmingham, Alabama, United States. With a track record of three billion dollars in client recoveries, our team of 18 experienced attorneys is dedicated to providing personalized, aggressive representation tailored to your unique situation. We specialize in a wide range of legal areas, from consumer class actions to personal injury cases. Our firm is founded on the belief that representing a plaintiff levels the playing field against large corporations. We are committed to delivering justice and hope to our clients, serving as counselors and advisors throughout the legal process. Don't wait to file your claim - our attorneys are here to help you navigate the legal system and secure the financial compensation you deserve. Trust Heninger Garrison Davis, LLC for expert legal representation and unwavering dedication to your case.
Leavell Investment Management
Leavell Investment Management is a top financial advisory firm located at 210 Saint Joseph Street in Mobile, Alabama, United States. As recognized by CNBC, Leavell Investments ranks #4 on the 2023 CNBC Financial Advisor 100 List, making it the #1 firm in Alabama. With over 40 years of experience, Leavell is dedicated to helping clients build and preserve their legacies, whether they are families, individuals, non-profits, or corporations. CEO Andrew Grinstead was featured on CNBC to discuss the firm's ranking and commitment to providing fiduciary investment advice. Leavell is a fee-only independent investment advisory firm, ensuring that clients receive unbiased recommendations without any conflicts of interest. The firm is 100% employee-owned, fostering a multigenerational approach to investing that benefits both clients and the community.
BMSS Wesson
BMSS Wesson is a leading accounting and advisory firm located at 3500 Colonnade Parkway in Birmingham, Alabama. With a team of highly skilled professionals, they provide a wide range of services including tax planning, audit and assurance, business consulting, and wealth management. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for businesses and individuals alike. Visit BMSS Wesson today to see how they can help you achieve your financial goals.
Andrew Nelson - Raymond James
Andrew Nelson - Raymond James is a finance institution located at 2900 U.S. 280 in Birmingham, Alabama, United States. As a part of the renowned Raymond James financial services firm, Andrew Nelson offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Andrew Nelson - Raymond James is dedicated to helping individuals and families secure their financial future.
White & Co
White & Co is a leading accounting and finance institution located at 3565 Lorna Ridge Drive in Birmingham, Alabama. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our commitment to excellence and personalized attention sets us apart from other firms, ensuring that our clients receive the best possible solutions for their financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, White & Co is here to help you achieve your goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
William H. Caine - Morgan Stanley
William H. Caine - Morgan Stanley is a finance institution located at 3500 Colonnade Parkway in Birmingham, Alabama, United States. As a branch of the renowned Morgan Stanley financial services firm, William H. Caine offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. The institution is committed to providing top-notch service and expertise to clients in the Birmingham area and beyond.
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