Financial planning in Birmingham, AL
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Farmers Insurance - David Porter
● ClosedFarmers Insurance - David Porter is a local insurance agency located at 3229 Veterans Circle in Birmingham, Alabama. With over 70 years of combined knowledge and experience, we are dedicated to helping customers find the insurance coverage that best fits their needs. Our agency has two offices to serve you better in Trussville and Gadsden. We offer a wide range of insurance options including life, auto, home, renters, business insurance, investing, retirement, and more. Our goal is to make you smarter about insurance, which is why our agent, David Porter, has written a book called "Juror Number One and the Alternate Retirement Plan" to help explain life insurance options.
3229 Veterans Cir Ste 115, Birmingham, AL 35235, United States -
Long Term Care Specialists Inc
● OpenLong Term Care Specialists Inc is an insurance agency located at 1016 Lake Shore Circle in Birmingham, Alabama, United States. We specialize in providing long term care insurance policies to individuals and families, ensuring they have the coverage they need for their future healthcare needs. Our team of specialists are dedicated to helping clients navigate the complexities of long term care insurance and find the best policy to meet their specific needs. Contact us today to learn more about how we can help you plan for your long term care needs.
1016 Lake Shore Cir, Birmingham, AL 35244, United States -
Nationwide Insurance: David J Rosetta Agency Inc.
● ClosedNationwide Insurance: David J Rosetta Agency Inc. is an insurance agency located at 5451 Chalkville Rd in Birmingham, Alabama, United States. They offer a variety of insurance policies including auto, commercial, farm, financial, home, powersports, and human services insurance. With Nationwide, you can protect your house, personal property, and business with reliable coverage. The agency specializes in helping individuals and businesses find the right insurance plans to meet their needs. Whether you need a life insurance plan for your family or business insurance for your small business, the experienced agents at Nationwide Insurance can help. Contact them at (205) 680-4349 or visit their office to learn more about their insurance products and services.
5451 Chalkville Rd, Birmingham, AL 35235, United States -
Farmers Insurance - Darryl Humes
● ClosedFarmers Insurance - Darryl Humes is a local insurance agency located at 1305 4th Avenue South in Birmingham, Alabama, United States. As your Farmers® agent in Birmingham, AL, Darryl Humes helps customers identify the insurance coverage that best fits their needs. From auto and home insurance to renters, business, and life insurance, Darryl has the knowledge and experience to guide you through your coverage options. With over 80 years of providing insurance products, Farmers® is a reliable choice for protecting your assets in the event of a disaster. Whether you need coverage for your car, home, condo, rental property, or recreational vehicles, Darryl can help customize an insurance package to suit your unique needs. As a Financial Services agent, Darryl can also assist you in building a solid financial plan for a secure future. Contact Farmers Insurance - Darryl Humes today for personalized insurance solutions.
1305 4th Ave S, Birmingham, AL 35233, United States -
Slayton Boone - State Farm Insurance Agent
● ClosedSlayton Boone - State Farm Insurance Agent is a trusted insurance agency located at 5363 U.S. 280 in Birmingham, Alabama. Serving clients in Hoover, Mountain Brook, Homewood, Chelsea, Trussville, Irondale, and the greater Birmingham area, Slayton takes pride in providing personalized insurance solutions to meet individual needs. Whether you're looking for auto, home, life, property, business, renters', or health insurance, Slayton's office is equipped to assist you. With a focus on building long-term relationships with clients, Slayton is dedicated to helping you protect what matters most. In addition to insurance services, Slayton also offers financial services and can help you plan for the future with life insurance and annuities. As a responsible insurance agent, Slayton emphasizes the importance of avoiding risky behaviors like drunk driving and encourages clients to plan for the care of aging parents.
5363 US-280 Ste 102B, Birmingham, AL 35242, United States -
Michael Montenegro Agency
● ClosedLocated at 13521 Old Highway 280 in Birmingham, Alabama, the Michael Montenegro Agency is a local Farmers® insurance agency dedicated to helping customers find the best insurance coverage for their needs. Whether you're looking for auto, home, renters, business insurance, or more, the knowledgeable agents at Michael Montenegro Agency are here to guide you through the process and help you make informed decisions. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable assets. From comprehensive coverage options to competitive rates and multi-line insurance discounts, the Michael Montenegro Agency is committed to helping you secure a solid financial plan for the future. Contact them today for personalized assistance and start building a secure future for yourself and your loved ones.
13521 Old Hwy 280 Ste 125, Birmingham, AL 35242, United States -
Farmers Insurance - David Slowikowski
● ClosedFarmers Insurance - David Slowikowski is an insurance agency located at 4000 Eagle Point Corporate Drive in Birmingham, Alabama. As your local Farmers® agent in downtown Homewood, AL, David Slowikowski is dedicated to helping customers find the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a wide range of coverage options including auto, home, renters, life, business, antique or classic car insurance, and more. David Slowikowski is available to answer any questions, provide personalized assistance, and help clients understand their coverage options. Whether you need comprehensive coverage, collision coverage, or medical payments, Farmers Insurance can help you select the right insurance plan for your budget. Additionally, Farmers Insurance provides competitive rates, multi-line insurance discounts, and personalized service to ensure that your assets and future earnings are protected. Contact David Slowikowski at Farmers Insurance for a comprehensive insurance quote and to discuss your financial goals.
4000 Eagle Point Corporate Dr, Birmingham, AL 35242, United States -
Psychology of Money
● OpenThe Psychology of Money is a unique institution located at 2017 Avenue F in Birmingham, Alabama. Specializing in the intersection of psychology and finance, our team of experts helps individuals understand their relationship with money and how it impacts their mental health. Through therapy, counseling, and financial planning, we aim to empower our clients to make positive changes in their financial habits and overall well-being. Join us on the journey to a healthier mindset and a more secure financial future.
2017 Avenue F, Birmingham, AL 35218, United States -
Eternal Tax And Notary Solutions LLC
● ClosedEternal Tax And Notary Solutions LLC is a top-notch accounting and finance institution located at 813 3rd Avenue North in Birmingham, Alabama. Specializing in expert tax services for individuals and businesses, our experienced team is dedicated to helping you maximize your tax savings and navigate the complex tax landscape. From tax planning to preparation, filing, audit representation, and bookkeeping services, we offer a comprehensive range of services to meet your financial needs. Highly recommended by satisfied customers, including Montie Craig, we pride ourselves on our professionalism, helpfulness, and efficiency. Whether you need notary services, financial management tips, or business consultation, Eternal Tax And Notary Solutions LLC is your go-to destination for all your accounting and finance needs. Subscribe to our updates to stay informed and take your business to the next level.
813 3rd Ave N Suite 101, Birmingham, AL 35203, United States -
RFG Advisory—Hoover
● ClosedRFG 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.
2290 Valleydale Rd #202, Birmingham, AL 35244, United States -
BMSS Advisors & CPAs
● ClosedBMSS Advisors & CPAs is a leading accounting and finance institution located in Birmingham, Alabama, United States. With a team of highly skilled professionals, they offer a wide range of services including tax planning, auditing, financial consulting, and more. Their dedication to excellence and commitment to client satisfaction sets them apart from the competition. Whether you are a small business owner or an individual looking for financial guidance, BMSS Advisors & CPAs is the trusted partner you need to achieve your financial goals. Visit them at 1121 River Chase Office Road to learn more about their services.
1121 River Chase Office Rd, Birmingham, AL 35244, United States -
Grigsby Consulting
● ClosedGrigsby Consulting is a reputable consulting firm located at 244 Goodwin Crest Drive in Birmingham, Alabama, United States. With a focus on providing top-notch advisory services to businesses of all sizes, Grigsby Consulting offers expert guidance in areas such as strategic planning, financial analysis, and operational efficiency. Their team of experienced consultants is dedicated to helping clients achieve their goals and maximize their potential. Whether you are a start-up looking for guidance or an established company seeking to improve performance, Grigsby Consulting is the partner you can trust for professional and personalized consulting services.
244 Goodwin Crest Dr Suite 102, Birmingham, AL 35209, United States -
Jefferson Mathews Wealth Solutions
● ClosedJefferson Mathews Wealth Solutions is a leading finance institution located at 3000 Galleria Circle in Birmingham, Alabama, United States. We specialize in providing comprehensive wealth management solutions for our clients, helping them navigate the complexities of financial planning and investment strategies. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized services and expert advice. With a focus on building long-term relationships based on trust and integrity, Jefferson Mathews Wealth Solutions is committed to helping our clients secure their financial future.
3000 Galleria Cir, Birmingham, AL 35244, United States -
Sovereign CPA Group, LLC
● ClosedSovereign CPA Group, LLC is a reputable accounting and finance institution located in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, auditing, or financial planning, we are here to assist you every step of the way. Visit us at 2 Chase Corporate Drive to learn more about how we can help you achieve your financial goals.
2 Chase Corporate Dr Suite 40, Birmingham, AL 35244, United States -
IRA Innovations LLC
● ClosedIRA Innovations LLC is a leading finance institution located at 100 Concourse Parkway in Birmingham, Alabama, United States. Specializing in self-directed retirement account services, IRA Innovations LLC offers a wide range of innovative financial solutions to help individuals plan for their future. With a team of experienced professionals, they provide personalized guidance and support to help clients maximize their investment opportunities and achieve their financial goals. Whether you are looking to invest in real estate, precious metals, or other alternative assets, IRA Innovations LLC is dedicated to helping you secure your financial future.
100 Concourse Pkwy #170, Birmingham, AL 35244, United States -
Smart Tax & Consulting
● OpenSmart Tax & Consulting is a reputable accounting and finance institution located in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to providing expert tax services and financial consulting to individuals and businesses. We pride ourselves on our personalized approach and commitment to helping our clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or business consulting, Smart Tax & Consulting is here to help. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.
Birmingham, AL 35208, United States -
Aderholt & Horton LLC
● OpenAderholt & Horton LLC is a reputable accounting and finance institution located at 100 Concourse Parkway in Birmingham, Alabama, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Aderholt & Horton LLC is dedicated to providing top-notch services to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your financial needs.
100 Concourse Pkwy, Birmingham, AL 35244, United States -
Harris Wheeler Consulting
● ClosedHarris Wheeler Consulting is a leading consulting firm located at 3000 Galleria Circle in Birmingham, Alabama, United States. With a team of experienced professionals, we provide expert advice and strategic solutions to help businesses achieve their goals and overcome challenges. Our services range from financial analysis and market research to organizational development and strategic planning. Whether you are a small startup or a large corporation, Harris Wheeler Consulting is dedicated to helping you succeed in today's competitive business environment. Contact us today to learn more about how we can support your company's growth and success.
3000 Galleria Cir Suite 1500, Birmingham, AL 35244, United States -
Heritage Cpa Group LLC
● ClosedHeritage CPA Group LLC is a leading accounting and finance institution located at 2221 Victory Lane in Birmingham, Alabama, United States. With a team of skilled professionals, Heritage CPA Group LLC offers a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and attention to detail ensure that clients receive top-notch financial guidance and support. Whether you are an individual or a business owner, Heritage CPA Group LLC is dedicated to helping you achieve your financial goals.
2221 Victory Ln, Birmingham, AL 35216, United States -
Associated CPAs
● ClosedAssociated CPAs is a renowned accounting and finance institution located at 1 Chase Corporate Drive in Birmingham, Alabama, United States. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of services including tax preparation, financial planning, auditing, and consulting. With a commitment to excellence and integrity, we strive to help individuals and businesses achieve their financial goals. Contact us today to learn more about how Associated CPAs can support your financial needs.
1 Chase Corporate Dr Suite 400- #2185, Birmingham, AL 35244, United States -
Consumer Credit Counseling Services
● ClosedConsumer Credit Counseling Services is a finance institution located in Birmingham, Alabama, United States. This institution offers expert guidance and support to individuals struggling with managing their debts and improving their financial health. Through personalized counseling sessions, budgeting assistance, and debt management plans, Consumer Credit Counseling Services helps clients regain control of their finances and work towards a debt-free future. With a team of experienced financial professionals, this institution is dedicated to providing comprehensive and confidential services to empower individuals to make informed financial decisions and achieve their goals.
Birmingham, AL 35217, United States -
Eagle Eye Tax Professionals
● OpenEagle Eye Tax Professionals is a trusted accounting and finance institution located in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses. With our keen attention to detail and expertise in tax laws, we ensure that our clients receive accurate and reliable services tailored to their specific needs. Whether you need help with tax preparation, planning, or financial consulting, Eagle Eye Tax Professionals is here to help you navigate the complexities of the financial world with confidence and ease.
Birmingham, AL 35217, United States -
Cope Private Wealth
● OpenCope Private Wealth is a premier financial institution located at 3300 Cahaba Road in Birmingham, Alabama, United States. Our team of expert financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Cope Private Wealth offers a range of services including investment management, retirement planning, and estate planning. Contact us today to see how we can help you secure your financial future.
3300 Cahaba Rd STE 201, Birmingham, AL 35223, United States -
Ballast Wealth
● ClosedBallast Wealth is a finance institution located at 2129 1st Avenue North, Birmingham, Alabama, United States. At Ballast Wealth, we prioritize our clients and believe in building strong relationships with them. Our investment management philosophy is based on decades of experience and focuses on rewarding investors for the risks they take. We believe in implementing a low-cost/high-value approach to add value for our clients. Our team, led by founder Ryan Weiss, has over 16 years of experience working with high-net individuals, families, and non-profit clients. We offer tailored financial advice and personalized service to help our clients achieve their goals. In addition to financial planning services, we also work with business owners and their employees to create customized 401(k) plans.
2129 1st Ave N, Birmingham, AL 35203, United States -
WATERS AND COMPANY, LLC
● OpenWaters and Company, LLC is a reputable finance institution located at 176 Peachtree Circle in Birmingham, Alabama, United States. With a focus on providing top-notch financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Waters and Company, LLC is here to help. Contact us today to learn more about how we can assist you in securing your financial future.
176 Peachtree Cir, Birmingham, AL 35213, United States -
Sagemark Consulting - Brian M. Pflaum
● OpenSagemark Consulting - Brian M. Pflaum is a reputable finance institution located at 201 Office Park Drive in Birmingham, Alabama, United States. With a focus on providing expert financial advice and services, Sagemark Consulting is dedicated to helping individuals and businesses achieve their financial goals. Led by experienced financial advisor Brian M. Pflaum, the institution offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, investing for the future, or seeking guidance on wealth management, Sagemark Consulting is committed to delivering top-notch financial strategies and support.
201 Office Park Dr, Birmingham, AL 35223, United States -
Waverly Advisors, LLC
● ClosedWaverly Advisors, LLC is a finance institution located at 600 University Park Place in Birmingham, Alabama, United States. With an intense focus on client satisfaction, our dedicated team of advisors offers forward-thinking advice and guidance for all financial decisions, tailored to both personal and corporate needs. Our team of credentialed professionals, including Certified Financial Planners and Chartered Financial Analysts, is committed to providing comprehensive wealth management services in areas such as tax planning, investment management, and estate planning. We also offer corporate retirement plan solutions, institutional support, and a specialized program called Women's Wealth Connection. As a fee-only financial advisor, we are independent and prioritize our clients' best interests in all our financial solutions. Our mission is to help our clients achieve their unique financial goals and thrive in the Birmingham community and beyond."
600 University Park Pl #501, Birmingham, AL 35209, United States -
Chappelle Consulting Group
● OpenChappelle Consulting Group is a leading finance institution located at 1747 Reese Street in Birmingham, Alabama, United States. With a team of expert financial consultants, we specialize in providing comprehensive financial solutions for individuals and businesses. Our services include investment management, retirement planning, tax planning, and more. Trust Chappelle Consulting Group to help you achieve your financial goals and secure your future.
1747 Reese St, Birmingham, AL 35209, United States -
MainStreet Business Advisors, LLC
● OpenMainStreet Business Advisors, LLC is a leading accounting and finance institution located at 500 Southland Drive in Birmingham, Alabama, United States. We specialize in providing expert financial guidance and advisory services to businesses of all sizes. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and maximize their success. Whether you need assistance with tax planning, bookkeeping, or investment strategies, MainStreet Business Advisors, LLC is here to help. Contact us today to learn more about how we can support your business.
500 Southland Dr, Birmingham, AL 35226, United States -
Frank Chappelle & Co Inc
● OpenFrank 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.
1747 Reese St # 215, Birmingham, AL 35209, United States
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