Financial planning tools in Birmingham, Alabama

MPA Financials, located at 47 Park Road in Pleasant Grove, Alabama, is a trusted institution specializing in accounting and finance services. Our team is dedicated to providing expert financial advice and support to help your business thrive. With a focus on ensuring peak operating performance, we work closely with you throughout the year to offer insightful counsel and assist with important financial decisions. Led by our CEO, Cicely Jones, we are committed to equipping the Birmingham community with the tools needed to navigate the financial impact of events like the COVID-19 pandemic. Whether you need assistance with taxes, budgeting, or general financial planning, MPA Financials is here to help. Contact us today to learn more and receive notifications of specials, offers, and free financial advice. Thank you for your interest in MPA Financials!"

Allstate Personal Financial Representative: Richard Akel is a trusted finance and insurance agency located at 5588 Apple Park Drive in Birmingham, Alabama, United States. Richard Akel is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and insurance solutions. With a focus on building long-term relationships, Richard Akel provides expert guidance and support to clients in navigating the complexities of financial planning and insurance. Whether you are looking to protect your assets, plan for retirement, or secure your family's future, Allstate Personal Financial Representative: Richard Akel is committed to providing you with the tools and resources you need to succeed. Contact Richard Akel today to schedule a consultation and take the first step towards a secure financial future.

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.

MavenCross Wealth Advisors - Ameriprise Financial Services, LLC is a prestigious finance institution located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. As a recipient of the Ameriprise Client Experience Award in 2023, we prioritize understanding and achieving our clients' financial goals. Our team of financial advisors offers personalized investment, asset allocation, and portfolio recommendations tailored to each individual's goals and risk tolerance. We provide regular meetings to review progress, update strategies as life changes, and track progress towards financial objectives. Clients can easily access their investments and accounts from any device and securely share information with us. To get started, schedule a complimentary initial consultation to discuss your financial priorities. Our advisors are registered to do business in certain U.S. states, and additional details can be found on FINRA's BrokerCheck website. We offer an overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided. While we cannot guarantee future financial results, we are committed to helping clients achieve their financial goals.

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.

Mutual of Omaha® Advisors in Birmingham, located at 1200 Corporate Drive, Alabama, is a finance and insurance agency dedicated to developing talented individuals. Our advisor training program is designed to provide a graduate school-level education in entrepreneurship, giving advisors the knowledge and tools to succeed. We offer marketing strategies, a world-class CRM, and resources to help build your digital brand. Our work environment considers both your life and your clients' lives, offering future growth opportunities within one company. As you progress, you may have the chance to manage and grow your own team. We provide compensation during our training program with no strings attached, showing our belief in our people and the quality of our training.

The Alabama Association for Financial Professionals is a leading institution located at 1701 Valley View Drive in Birmingham, Alabama. As a finance-focused organization, we provide valuable resources, networking opportunities, and educational events for professionals in the financial industry. Our mission is to promote excellence in financial management and provide support for individuals looking to advance their careers in finance. Join us and gain access to a strong community of like-minded professionals dedicated to success in the financial sector.

Merrill Lynch Financial Advisor K. Shaun Cosby is a reputable finance institution located at 100 Grandview Place in Birmingham, Alabama, United States. Shaun Cosby, a dedicated financial advisor, has been with Merrill Lynch Wealth Management since 2005, specializing in working with retired and soon-to-retire clients to help them achieve their wealth management goals. Shaun has been recognized for his expertise, being named to Forbes' "America’s Top Next-Generation Wealth Advisors” list in 2018 and Forbes' "Best-in-State Wealth Advisors" list in 2019, 2020, 2021, 2022, and 2023. Shaun is a qualified Portfolio Manager who offers personalized strategies to help clients pursue their financial objectives. He holds the CERTIFIED FINANCIAL PLANNER, CFP certification and the Chartered Retirement Planning Counselor, CRPC designation. Shaun also serves as a Resident Director, providing leadership and supervision to advisors and associates in Birmingham.

Magnolia Financial Center is a premier finance institution located in the heart of Birmingham, Alabama. Our dedicated team of financial experts is committed to providing top-notch services to meet all your financial needs. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, we are here to help. Visit us at 1021 23rd Street South and let us guide you towards a secure financial future.

Merrill Lynch Financial Advisor Aimee Barnes is located at 569 Brookwood Village, Birmingham, Alabama, United States. As a finance institution, our mission is to understand your financial goals and priorities in order to create a personalized plan to help you achieve them while managing investment risk. We focus on potential solutions to turn your goals into reality, whether it's planning for retirement, saving for a home, or funding a child's education. Our team, the Bluestein Wealth Management Group, simplifies the complexities of your financial life through a three-step process of evaluation and recommendation. With access to the investment insights of Merrill and banking solutions from Bank of America, we can help you address your financial needs and plan for the retirement you've always envisioned. Our advisors have been recognized for exemplary client service by Forbes, setting the standard for financial success. We believe in building strong client relationships based on trust and personalized service, using the global resources of Merrill to help you achieve your goals. Let's work together to create a financial approach that reflects your personality and priorities, helping you navigate the fluctuations of the market and changes in your life. Contact Merrill Lynch Financial Advisor Aimee Barnes to start your journey towards financial success.

Merrill Lynch Financial Advisor Camper O'Neal is a finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. With the support of the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The institution offers banking products and services provided by Bank of America, N.A. The institution's Registered Senior Wealth Management Client Associate, Andrew, focuses on understanding your family, goals, and priorities in order to provide tailored financial advice. By starting with a conversation to identify and prioritize your goals, the team helps you make investment-related decisions that align with your values. Through tools like the Investment Personality Assessment, the team at Merrill Lynch Wealth Management can customize a financial approach to help you pursue what matters most to you. The institution's mission is to understand your unique needs and goals, and to provide personalized solutions to help you achieve financial success. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is there to help you manage, grow, and preserve your wealth. By staying updated on changes in your life and financial markets, the team can adjust your approach to ensure you stay on track towards your goals. At Merrill Lynch Financial Advisor Camper O'Neal, the focus is on your financial well-being and helping you achieve your aspirations.

Jim Waligora Accountant in Birmingham, Alabama is a trusted financial institution located at 167 Oxmoor Boulevard. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial advice and assistance to individuals and businesses in the Birmingham area. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today for all your accounting and finance needs.

Evolutia is a leading general contractor and store located at 2850 35th Avenue North in Birmingham, Alabama. With a reputation for excellence in construction and renovation services, Evolutia offers a wide range of products and materials for all your building needs. Whether you're looking to update your home or start a new project, Evolutia's experienced team is dedicated to providing top-notch service and quality craftsmanship. Visit us today to see how we can help bring your vision to life.

Jet Fast Tax & Bookkeeping is a reputable accounting and finance institution located at 324 Commons Drive in Birmingham, Alabama, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, and financial planning. Their commitment to providing fast and accurate solutions sets them apart from other institutions in the industry. Whether you are an individual or a business owner, Jet Fast Tax & Bookkeeping is dedicated to helping you achieve your financial goals efficiently and effectively.

Partners Tax 280 is a reputable accounting and finance institution located at 5511 U.S. 280 in Birmingham, Alabama, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to providing personalized and efficient services to their clients sets them apart in the industry. Whether you are an individual or a business owner, Partners Tax 280 is dedicated to helping you achieve your financial goals.

D5 Tax Services, LLC is a reputable accounting and finance institution located at 266 Gadsden Highway in Birmingham, Alabama, United States. Our team of professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. With years of experience and expertise in the field, we strive to help our clients navigate the complexities of tax laws and regulations to ensure their financial success. Whether you need assistance with tax preparation, planning, or consulting, D5 Tax Services, LLC is here to help. Contact us today to schedule a consultation and let us take the stress out of managing your finances.

LendNation is a trusted financial institution located at 72 Green Springs Highway in Birmingham, Alabama. As a reputable bank, we offer a wide range of financial services to help individuals manage their finances effectively. Our knowledgeable staff is dedicated to providing personalized assistance and guidance to help our customers achieve their financial goals. Whether you need a loan, checking account, or other financial services, LendNation is here to support you every step of the way. Visit us today to experience our exceptional service and commitment to helping you succeed financially.

Taxx Wiz is a leading accounting and finance institution located at 1500 1st Avenue North in Birmingham, Alabama. Our team of expert professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Taxx Wiz is your go-to destination for all your accounting needs. With a commitment to excellence and a focus on customer satisfaction, we strive to help our clients achieve their financial goals. Visit Taxx Wiz today and let us guide you towards a brighter financial future.

Randall M. Hancock CPA, PC is a reputable accounting and finance institution located at 3100 5th Avenue South in Birmingham, Alabama. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Randall M. Hancock CPA, PC is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

Kassouf & Co is a leading accounting and finance institution located at 2101 Highland Avenue in Birmingham, Alabama, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, auditing, consulting, and wealth management. Our commitment to excellence and personalized service sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Visit us today to see how we can help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 1441 Forestdale Boulevard in Birmingham, Alabama, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Visit us today to experience the expertise and excellence that sets us apart in the industry.

H&R Block is a renowned accounting and finance institution located at 873 Dennison Avenue Southwest in Birmingham, 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 or a business owner, H&R Block is committed to helping you achieve your financial goals and navigate the complex world of taxes and finance. Visit us today to experience top-notch service and expertise in accounting and finance.

H&R Block is a reputable accounting and finance institution located at 850 Inverness Corners in Birmingham, Alabama, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you navigate the complex world of finance. Visit us today to experience top-notch financial services tailored to meet your specific needs.

Legacy Advisory Group, located at 36 Manning Place in Birmingham, Alabama, is a finance institution dedicated to providing customized financial planning services to individuals, businesses, and non-profits. Our team of experienced financial professionals utilizes innovative industry tools and processes to create comprehensive financial plans tailored to meet the specific needs of each client. At Legacy Advisory Group, we focus on the four cornerstones of retirement planning: Social Security Optimization, Structured Income Planning, Investment Advisory, and LEGACY Planning. Our team upholds the highest ethical standards and is committed to delivering personalized and strategic financial solutions to help clients protect their past success and plan for a brighter future.

Legacy Community Federal Credit Union is a trusted financial institution located at 833 Princeton Avenue Southwest in Birmingham, Alabama. As a member-owned credit union, we prioritize the financial well-being of our members and the communities we serve. Our dedicated team of professionals is committed to providing personalized financial solutions, competitive rates, and exceptional customer service. Whether you're looking to open a checking or savings account, apply for a loan, or explore our other financial products and services, Legacy Community Federal Credit Union is here to help you achieve your financial goals. Visit us today to experience the benefits of banking with a credit union that puts your needs first.

Always Money is a trusted financial institution located in Birmingham, Alabama, United States. We provide a wide range of financial services to help individuals and families manage their finances and achieve their financial goals. Our friendly and knowledgeable staff are dedicated to providing exceptional customer service and personalized solutions to meet the unique needs of each client. Whether you need a short-term loan, check cashing services, or money transfer options, Always Money is here to help. Visit us today to experience the convenience and reliability of our financial services.

Tom Noon - Thrivent is a finance institution located at 3100 Lorna Road in Birmingham, Alabama, United States. Specializing in financial planning and investment services, our experienced team is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the tools and resources they need to secure their financial future. Whether you are looking to save for retirement, purchase a home, or plan for your children's education, Tom Noon - Thrivent is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial objectives.

Confianza is a trusted finance institution located at 405 Valley Avenue in Birmingham, Alabama. We provide a range of financial services to help individuals and businesses manage their money effectively. Our team of experienced professionals is dedicated to building long-term relationships with our clients and providing personalized solutions to meet their unique financial needs. Whether you are looking for investment advice, loan options, or assistance with budgeting and saving, Confianza is here to help you achieve your financial goals. Visit us today to learn more about how we can support you on your financial journey.

Profitability Squared is a premier accounting and finance institution located at 450 Century Park South in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to helping businesses maximize their profitability through strategic financial planning and analysis. Whether you need assistance with tax preparation, budgeting, or financial forecasting, our experts are here to provide personalized solutions tailored to your specific needs. Trust Profitability Squared to help you achieve financial success and take your business to the next level.

Wilson Tax & Business Solutions is a leading accounting and finance institution located at 1406 Bessemer Road in Birmingham, Alabama, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our goal is to help individuals and businesses achieve their financial goals and maximize their potential for success. Contact us today to learn more about how we can help you with your tax and business needs.