TOP 30 Best Firm investment planning in Birmingham, Alabama

Howard Holdings & Investments LLC is a consulting and investment services firm located at 4000 Eagle Point Corporate Drive in Birmingham, Alabama. With a focus on serving the Greater Birmingham area and beyond, our team of experts is dedicated to helping business owners and individuals navigate the challenges they face on a daily basis. With over 20 years of experience in sales and customer service, we have the knowledge and expertise to help you achieve your financial goals. Whether you've always dreamed of being a landlord or you're interested in building a property portfolio, we can help guide you through the buy-to-lease investment process. Real estate can be a smart long-term investment for you and your family, and we can provide you with the information and resources you need to make informed decisions. No matter what your financial goals may be, we are here to help you turn obstacles into opportunities and achieve success.

Fidelity Investments is a renowned finance institution located at 216 Summit Boulevard in Birmingham, Alabama, United States. With a strong reputation for providing top-notch investment services, Fidelity Investments offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. Whether you are looking to invest for retirement, save for education, or grow your wealth, Fidelity Investments has the expertise and resources to help you succeed. Trust in Fidelity Investments for all your financial needs and let their team of experienced professionals guide you towards a secure financial future.

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.

Clark Planning & Investment Advisory is a premier finance institution located at 1900 Providence Park in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to providing personalized financial planning and investment advisory services to help our clients achieve their financial goals. With a focus on transparency, integrity, and excellence, we strive to build long-term relationships based on trust and mutual success. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Clark Planning & Investment Advisory is here to help you navigate the complexities of the financial world with confidence and peace of mind.

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.

Plan Sponsor Consultants is a financial institution located at 354 West Delwood Drive, Mobile, Alabama, United States. We also have additional offices at 2300 Lakeview Parkway Suite 700 Alpharetta, GA 30009 and 2820 Columbiana Road Suite 210R Birmingham, AL 35216. We offer securities and advisory services through LPL Financial, a registered investment advisor and member of FINRA/SIPC. Plan Sponsor Consultants is a division of HUB International, but we are not affiliated with LPL Financial.

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.

Churchill Management Group in Birmingham is a finance institution located at 2100 Southbridge Parkway in Birmingham, Alabama. Our team of experienced financial professionals is dedicated to providing personalized investment management and financial planning services to help our clients achieve their financial goals. We offer a wide range of investment options and strategies to meet the individual needs of each client. With a commitment to excellence and integrity, Churchill Management Group is here to help you navigate the complexities of the financial world and secure your financial future.

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.

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.

Atlantic Law Group, LLC is a reputable law firm with offices in Birmingham and Huntsville, Alabama. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Located at 1 Chase Corporate Drive in Birmingham, our firm specializes in various areas of law including corporate law, real estate law, and estate planning. We are committed to delivering personalized and effective legal solutions to meet the unique needs of each client. Contact us today to schedule a consultation and see how we can assist you with your legal matters.

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.

Freedom Financial Group is a finance institution located at 4500 Valleydale Road in Birmingham, Alabama. Our team is dedicated to helping you manage all aspects of your retirement plan so you can retire with confidence. Through our Retire with Freedom Process™, we will assess your current financial situation and create a custom strategy to help you reach your retirement goals. Our top-ranked professionals, including Tad Hill, are here to guide you towards your ideal retirement. Attend our informational courses to learn more about retirement income strategies and wealth management. Join us on the "Retire with Freedom" radio show to discover how we help individuals and families achieve their retirement dreams. Contact us to schedule a meeting and start planning for your future today!

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.

Foundry Yards is a premier real estate agency located in Birmingham, Alabama. Situated at 10 13th Street South, our team of experienced agents are dedicated to helping clients find their perfect property. Whether you're looking to buy, sell, or rent, we offer personalized service and expert guidance every step of the way. At Foundry Yards, we strive to make the real estate process seamless and stress-free for our clients. Contact us today to start your journey towards finding your dream home or investment property.

Seal Hanson LLC is a reputable finance and law firm located at 1027 23rd Street South in Birmingham, Alabama, United States. With a team of experienced professionals, Seal Hanson LLC provides a wide range of financial and legal services to individuals and businesses alike. Whether you need assistance with financial planning, investment management, or legal representation, Seal Hanson LLC is committed to providing personalized and expert guidance to help you achieve your goals. Trust Seal Hanson LLC to handle your financial and legal matters with integrity and professionalism.

KTB Global, LLC is a leading institution located at 651 Beacon Parkway West in Birmingham, Alabama, United States. Specializing in global business solutions, KTB Global offers a wide range of services including consulting, market research, and strategic planning. With a team of experienced professionals, KTB Global is dedicated to helping businesses thrive in the global marketplace. Contact us today to learn more about how we can help your business succeed on a global scale.

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.

Stockbridge Wealth Partners is a leading finance institution located at 1 Metroplex Drive in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management solutions. With a focus on building long-term relationships and providing exceptional service, Stockbridge Wealth Partners is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Paul Bush - Raymond James is a finance institution located at 2900 U.S. 280 in Birmingham, Alabama, United States. With a focus on providing expert financial advice and services, the institution offers a wide range of investment options and strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, the experienced team at Paul Bush - Raymond James is dedicated to helping you navigate the complex world of finance with confidence.

BTC Financial Solutions, LLC is a reputable accounting and finance institution located at 9729 Parkway East in Birmingham, Alabama, United States. Our team of experienced professionals offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. With a commitment to excellence and personalized service, BTC Financial Solutions, LLC is dedicated to helping our clients achieve their financial goals.

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 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.

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.

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.

Bill Smith Wealth Management, LLC is a reputable finance institution located at 2081 Columbiana Road in Birmingham, Alabama, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your investments, we offer tailored solutions to meet your needs. Trust Bill Smith Wealth Management, LLC to guide you towards a secure financial future.

Strauss Financial Group, Inc. is a reputable finance institution located at 1800 International Park Drive in Birmingham, Alabama, United States. With a strong focus on providing top-notch financial services to its clients, Strauss Financial Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or asset management, Strauss Financial Group is here to assist you every step of the way.

Wealth Management Group, LLC is a leading finance and insurance agency located in Birmingham, Alabama, United States. With a team of experienced professionals, we specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. From investment planning to insurance solutions, we offer personalized strategies to meet the unique needs of each individual or business. Trust Wealth Management Group, LLC to help you secure a prosperous future.

Merrill Lynch Financial Advisor Kenneth M Bluestein, located at 569 Brookwood Village in Birmingham, Alabama, United States, is a finance institution dedicated to understanding your financial goals and priorities. With a personalized approach, they help you design and implement a plan to manage investment risk and pursue your financial aspirations. 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, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exemplary client service, Merrill Lynch Financial Advisor Kenneth M Bluestein is dedicated to helping you achieve your financial goals by providing insights, observations, and personalized financial solutions. Let them help you create a plan that reflects your unique needs and priorities, so you can pursue the retirement you've always envisioned.

Somerset Advisory, located at 2231 20th Avenue South in Birmingham, Alabama, is a finance institution that specializes in active wealth management and tailored financial planning. At Somerset Advisory, we believe in building authentic relationships with our clients and are dedicated to helping them grow, protect, and enjoy their wealth. We understand that relationships take time to cultivate, and we value the personal connection we have with each of our clients. Our approach to financial planning is dynamic and ever-evolving, focusing on the journey rather than a rigid plan. We prioritize strategies that aim for alpha, rather than chasing returns, and provide comprehensive advice and guidance from start to finish. Somerset Advisory is affiliated with Hightower Securities, LLC, a member of FINRA/SIPC, and Hightower Advisors, LLC, a registered investment advisor. When you partner with Somerset Advisory, you can expect a personalized and supportive experience that prioritizes your financial goals and aspirations.