TOP 10 Best Financial goal setting in Florence, Alabama

Assurance Financial in Florence, located at 4050 Helton Drive, is a leading finance institution that specializes in helping individuals find or refinance the home of their dreams. Our mortgage experts are dedicated to providing personalized solutions that align with your goals and budget. Whether you're a first-time homebuyer or looking to upgrade to your forever home, our team is here to assist you every step of the way. Getting pre-qualified with Assurance Financial won't affect your credit score and shows sellers that you're a serious buyer. Our free personalized rate quote can be obtained in minutes, allowing you to compare your current rate to ours. We also offer construction loan programs and work closely with your contractor to ensure your project stays on track.

Mike Franks - COUNTRY Financial representative is a multi-faceted institution located at 1312 North Wood Avenue in Florence, Alabama, United States. Specializing in finance, health, and insurance services, our experienced team is dedicated to helping individuals and families secure their financial future. Whether you are looking for retirement planning, health insurance coverage, or property protection, our knowledgeable representatives are here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you achieve your financial goals and safeguard your well-being.

Timothy Wakefield - Financial Advisor, Ameriprise Financial Services, LLC, located at 210 South Pine Street in Florence, Alabama, offers personalized financial planning services to help clients reach their goals, whether it's retirement, education, or a major purchase. With a focus on individual goals and risk tolerance, Timothy provides investment recommendations, portfolio analysis, and regular progress reviews. Clients can access their accounts and track their progress securely from any device. Schedule a complimentary initial consultation to learn more about how Timothy can help you achieve a more confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Timothy Wakefield is registered to conduct securities business in certain states. Please refer to FINRA's BrokerCheck website for more information. Let's discuss what's important to you and work towards your financial goals together.

H&R Block is a renowned accounting and finance institution located at 161 Cox Creek Parkway South in Florence, Alabama, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of expert financial advice, H&R Block is dedicated to providing top-notch service and helping clients achieve their financial goals.

The University of North Alabama, located at 1 Harrison Plaza in Florence, Alabama, is a prestigious institution offering over 100 undergraduate and graduate degrees. Known for its high-quality education, UNA also provides flexible online programs for students to enroll in. New students can even take their first course for free in these online programs. The university's historic campus in downtown Florence is the perfect setting for students to find their fit and pursue their academic goals. The Department of Social Work at UNA is celebrating its 50th anniversary, with a special conference planned for March 12 at the Guillot University Center. Additionally, the university's 1830 Giving Initiative encourages donors to support UNA throughout the month of March. Experience all that the University of North Alabama has to offer and join the class of 2024 in shaping your future.

Spires & Associates PC is a reputable accounting and finance firm located at 1212-B Helton Drive in Florence, Alabama, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our commitment to excellence and personalized approach sets us apart from the rest. Contact us today to see how we can help you achieve your financial goals.

Lynch & Lynch CPA's PC is a reputable accounting and finance institution located at 421 North Court Street in Florence, Alabama, United States. With a team of experienced and dedicated professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or are looking for expert financial advice, Lynch & Lynch CPA's PC is here to help you achieve your goals.

Merrill Lynch Wealth Management, located at 301 North Seminary Street in Florence, Alabama, United States, is a leading finance institution that offers a wide range of wealth management services. Their experienced and knowledgeable advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. They provide financial strategies based on years of combined wealth management expertise, offering guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies tailored to meet their long-term objectives. They support the communities in which they operate through volunteerism and charitable outreach, emphasizing the importance of giving back and maintaining vibrant, healthy neighborhoods.

Listerhill Credit Union, located at 2995 Hough Road in Florence, Alabama, is a nonprofit financial cooperative dedicated to improving lives in the community. Membership is open to individuals in Alabama, Georgia, Mississippi, Florida, or Tennessee, as well as family members of current or potential Listerhill members. With only $5, you can join Listerhill and enjoy a lifetime membership with access to a range of financial services. The institution offers a Signature card with 12.99% APR for everyday cash back, as well as savings accounts for children and customizable financial solutions for individuals at every stage of life. Listerhill Credit Union operates as a cooperative owned and operated by its members, with income returned to members in the form of dividends and comprehensive financial services.

Watkins Johnsey Professional Group PC is a trusted accounting and finance institution located at 516 East Mobile Street in Florence, Alabama, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Watkins Johnsey Professional Group PC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a top choice for all your accounting and finance needs.

STJ Advising is a finance and insurance agency located at 409 North Court Street in Florence, Alabama, United States. Our motto is "Planning for your present and future needs so you can rest insured.™" As an independent financial advisor, we work to find the best products for your individual needs. Our passion for helping people drives us to assist individuals and families with their financial situations, whether they are just starting their financial journey or preparing for retirement. We specialize in helping clients invest for their futures and save money on insurance to maximize their savings. Our goal is to help everyone achieve their financial goals by providing personalized financial planning and insurance solutions. To set up an appointment or get more information, contact us via phone at (256) 762-2529 or email at steve@stjadvising.com. STJ Advising is independent of Concourse Financial Group Securities, Inc. (CFGS) and offers securities through CFGS, Member FINRA/SIPC. Advisory services are offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. For more information, visit our website and check the background of your financial professional on FINRA's BrokerCheck.

The Generator, located at 541 West College Street in Florence, Alabama, United States, is home to The Joel R. Anderson Center for Innovation and Entrepreneurial Studies. This 6,000 square foot student incubator and maker space is dedicated to helping UNA students who are interested in starting a business or commercializing their innovations. The goal of The Generator is to provide resources and expertise to assist students in developing a working business model, establishing their company, and progressing to independent operations. Students at The Generator have access to co-working space, mentorship from faculty and business professionals, and guidance in financial responsibility and problem-solving. The institution offers a unique setting outside of the traditional classroom environment, allowing students to fully immerse themselves in entrepreneurial activities and build sustainable companies.