Investment management for individuals in Alabama
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Phenix Insurance & Investments
● OpenPhenix Insurance & Investments is a reputable health insurance agency located at 1615 Broad Street in Phenix City, Alabama, United States. With a strong focus on providing comprehensive and affordable insurance solutions, our dedicated team of professionals is committed to helping clients protect their health and financial well-being. Whether you are in need of health insurance coverage for yourself, your family, or your business, Phenix Insurance & Investments is here to assist you every step of the way. Trust us to provide you with personalized service and expert guidance to ensure you have the coverage you need. Contact us today to learn more about our insurance options and how we can help you secure your future.
1615 Broad St B, Phenix City, AL 36867, United StatesAdvertisements -
Summit Wealth Management
● ClosedSummit Wealth Management is a leading financial institution located at 12155 Alabama 35 in Fort Payne, Alabama. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, we are here to provide expert guidance and support. At Summit Wealth Management, we prioritize our clients' financial well-being and strive to build long-lasting relationships based on trust and transparency. Contact us today to schedule a consultation and take the first step towards financial security and success.
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Smith-Kastner Wealth Management, LLC
● ClosedSmith-Kastner Wealth Management, LLC is a finance and insurance agency located at 1800 Airport Road in Opelika, Alabama, United States. Our institution is built on a foundation of care and commitment to our clients' financial independence. We provide advice in insurance, investment, and estate planning, using unique and holistic financial planning solutions to help our clients achieve sustainable financial independence and legacies. Whether you are looking for fresh ideas or a second opinion on your existing financial assets, we are here to help. We serve affluent and diverse individuals and families through our Life Assurance 360, ARC, and RISK processes. Our strategies are designed to meet the specific needs of your business. Contact us at (334) 749-5001 or nkastner@smith-kastner.com to discover which investment strategy is right for you. Securities are offered through ValMark Securities, Inc. Member FINRA, SIPC, and investment advisory services are offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. Smith-Kastner Wealth Management, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
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Capital City Investments
● ClosedCapital City Investments is a leading finance institution located at 375 Fob James Drive in Valley, Alabama, United States. With a strong reputation for providing expert financial services, they offer a wide range of investment options to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Capital City Investments has the expertise and resources to help you make informed decisions. Their dedicated team of professionals is committed to providing personalized solutions tailored to your individual needs. Experience the difference with Capital City Investments and take control of your financial future today.
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20/20 Wealth Management Group, LLC
● Closed20/20 Wealth Management Group, LLC is a finance institution located at 1859 Ogletree Road in Auburn, Alabama, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals with clarity and precision. We offer personalized wealth management services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust 20/20 Wealth Management Group, LLC to help you secure a bright financial future.
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Wilson Investment Group
● OpenWilson Investment Group is a leading finance institution located at 1224 Ogletree Village Lane in Auburn, Alabama, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Wilson Investment Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our team of experienced professionals is here to provide personalized solutions tailored to your specific needs. Trust Wilson Investment Group to guide you on your financial journey towards success.
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Thrivent Financial for Lutherans
● OpenThrivent Financial for Lutherans is a finance institution located at 60 Dearmanville Drive North in Anniston, Alabama, United States. As a financial services organization, Thrivent Financial for Lutherans is dedicated to helping members of the Lutheran community achieve their financial goals and plan for a secure future. With a focus on providing ethical and responsible financial guidance, Thrivent Financial for Lutherans offers a range of products and services to support individuals and families in building wealth, managing investments, and preparing for retirement. Whether you are looking to save for the future, protect your assets, or plan for major life events, Thrivent Financial for Lutherans is committed to helping you make informed decisions and navigate the complexities of the financial world.
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Railroad Investment Group
● ClosedRailroad Investment Group is a finance institution located at 208 South 8th Street in Opelika, Alabama, United States. Specializing in investments related to the railroad industry, our team of experts offers a range of financial services to help clients grow their portfolios and achieve their financial goals. With a strong track record of success and a commitment to excellent customer service, Railroad Investment Group is a trusted partner for individuals and businesses looking to make strategic investments in the railroad sector. Contact us today to learn more about how we can help you navigate the world of railroad finance.
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Hutchison Investment Group
● OpenHutchison Investment Group is a leading finance institution located at 188 North Foster Street in Dothan, Alabama, United States. With a strong track record of success, our team of experienced professionals offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Hutchison Investment Group is dedicated to providing personalized solutions tailored to your needs. Trust us to guide you towards a brighter financial future.
188 N Foster St Unit 108, Dothan, AL 36303, United StatesAdvertisements -
Grant Wealth Management, LLC
● ClosedGrant Wealth Management, LLC is a finance institution located at 117 Cove Avenue in Gulf Shores, Alabama, United States. Our team of dedicated financial experts is committed to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we provide personalized investment strategies tailored to your unique needs. With a focus on transparency, integrity, and professionalism, Grant Wealth Management, LLC is your trusted partner in financial planning.
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Ryan Johnson - COUNTRY Financial Agency Manager
● ClosedRyan Johnson - COUNTRY Financial Agency Manager is a finance and insurance agency located at 5510 Promenade Point Parkway in Madison, Alabama, United States. As the agency manager, Ryan Johnson provides expert financial and insurance services to individuals and businesses in the area. With a focus on personalized attention and tailored solutions, Ryan Johnson and his team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or financial planning advice, Ryan Johnson - COUNTRY Financial Agency Manager is here to help.
5510 Promenade Point Pkwy Ste 160, Madison, AL 35758, United StatesAdvertisements -
Kevin Sherwood - COUNTRY Financial Agency Manager
● OpenKevin Sherwood - COUNTRY Financial Agency Manager is a reputable finance and insurance agency located at 484 McQueen Smith Road South in Prattville, Alabama, United States. As a trusted manager, Kevin Sherwood offers a wide range of financial services and insurance products to meet the needs of individuals and businesses in the local community. With a commitment to providing personalized and professional service, Kevin Sherwood ensures that each client receives tailored solutions to help them achieve their financial goals and protect their assets. Contact Kevin Sherwood - COUNTRY Financial Agency Manager today for expert advice and reliable insurance coverage.
484 McQueen Smith Rd S, Prattville, AL 36066, United StatesAdvertisements -
Pasak Investments Inc.
● OpenPasak Investments Inc. is a real estate institution located at 2700 39th Street in Tuscaloosa, Alabama, United States. Specializing in the management and development of residential properties, Pasak Investments Inc. offers a range of housing options including apartments and flats. These self-contained housing units are part of larger buildings and provide comfortable living spaces for individuals and families. Whether you are looking for a rental property or a condominium to own, Pasak Investments Inc. can help you find the perfect home. Additionally, Pasak Investments Inc. is affiliated with Richfield Retirement Community, Joseph C Thomas Assisted Living, and Ridgecrest Retirement Apartments, ensuring top-quality care and services for residents.
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Horizon Investment Group, Inc
● ClosedHorizon Investment Group, Inc is a leading finance institution located at 418 Lauderdale Street in Selma, Alabama, United States. With a strong reputation for providing expert financial advice and investment services, Horizon Investment Group, Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Horizon Investment Group, Inc is here to help. Contact us today to learn more about our personalized financial solutions and how we can assist you in reaching your financial objectives.
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Thompson Wealth Management and Life Planning, Inc.
● ClosedThompson Wealth Management and Life Planning, Inc. is a reputable finance and insurance agency located at 4333 Boulevard Park North in Mobile, Alabama, United States. With a team of experienced financial advisors and insurance specialists, we are dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or protect your assets, our knowledgeable professionals are here to provide personalized solutions tailored to your unique needs. Trust Thompson Wealth Management and Life Planning, Inc. to guide you towards a prosperous financial future.
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UA Center for the Study of Ethical Development
● OpenThe UA Center for the Study of Ethical Development, located at 270 Kilgore Lane in Tuscaloosa, Alabama, is a leading institution dedicated to exploring and promoting ethical development in individuals and society. Through partnerships with prestigious institutions such as the UK Jubilee Centre and Harvard University, the Center conducts groundbreaking research and offers valuable insights into ethical behavior and decision-making. Visitors are welcomed to engage in discussions, seminars, and workshops that aim to foster a culture of ethical awareness and responsibility. Join us at the UA Center for the Study of Ethical Development and be a part of the conversation on ethical development.
Capital Hall, 1619, 270 Kilgore Ln, Tuscaloosa, AL 35401, United StatesAdvertisements -
CB Investment Group
● OpenCB Investment Group is a reputable finance institution located at 6701 Airport Boulevard in Mobile, Alabama, United States. With a strong focus on providing excellent financial services to its clients, CB Investment Group offers a wide range of investment options and financial solutions tailored to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the dedicated team at CB Investment Group is here to help you achieve your goals. Trust in CB Investment Group for all your financial needs and experience the difference of working with a top-tier finance institution.
6701 Airport Blvd, Mobile, AL 36608, United StatesAdvertisements -
FNB Wealth Management INC.
● ClosedFNB Wealth Management INC. is a reputable financial institution located at 361 Military Street South in Hamilton, Alabama, United States. As a trusted provider of banking and wealth management services, FNB offers a wide range of financial products to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or simply want to access convenient ATM services, FNB Wealth Management INC. is dedicated to providing personalized solutions to meet your needs. Visit us today to experience the difference of working with a top-tier financial institution.
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Merrill Lynch Wealth Management
● ClosedMerrill 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.
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Warrior Investment Group
● OpenWarrior Investment Group, located at 100 Towncenter Boulevard in Tuscaloosa, Alabama, is a finance institution that believes in providing personalized financial advisory services to individuals, families, and institutions. With a personal approach and strong capabilities, we create customized investment strategies to meet the unique needs of each client. Our team is dedicated to delivering high-quality service and strategic thinking to help clients pursue success in managing their personal wealth or growing their businesses. Comprehensive planning is at the core of our services, as we conduct a thorough analysis of all aspects of your financial life to create a tailored plan that addresses every detail. We understand the importance of safeguarding your financial future and strive to serve as the ultimate steward of your wealth, offering a full spectrum of strategies to simplify life's complexities.
100 Towncenter Blvd STE 201, Tuscaloosa, AL 35406, United StatesAdvertisements -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 601 Towncenter Boulevard, Tuscaloosa, Alabama, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies based on years of combined knowledge and experience, going beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services. Our advisors prioritize client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. By leveraging industry analysts and specialists, our advisors create financial strategies tailored to meet long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work.
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Bridgeworth Wealth Management
● ClosedBridgeworth Wealth Management, located at 101 25th Street North in Birmingham, Alabama, is a finance institution that is now a part of Savant Wealth Management. The dynamic and experienced team at Bridgeworth is passionate about helping clients live with confidence and clarity, offering a unique culture of collaboration and innovation. With a focus on financial planning and investment management, the institution aims to help clients achieve their financial goals and align their wealth with their values. The team at Bridgeworth specializes in serving professionals and their families, guiding clients through life transitions and offering tailored planning experiences for high and ultra-high-net-worth individuals. With a commitment to providing unbiased, independent advice, Bridgeworth is dedicated to serving clients and their families for generations to come. Contact Bridgeworth Wealth Management at (205) 208-8700 for more information.
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Mainsail Asset Management, LLC
● ClosedMainsail Asset Management, LLC is a finance institution located at 2229 1st Avenue South in Birmingham, Alabama, United States. Specializing in investment management services, Mainsail Asset Management offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Mainsail Asset Management is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike.
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Vulcan Investments LLC
● ClosedVulcan Investments LLC is a leading finance institution located at 2100 Southbridge Parkway in Birmingham, Alabama, United States. With a reputation for excellence in investment management and financial planning, Vulcan Investments LLC offers a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and tailored investment strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Vulcan Investments LLC is committed to helping you succeed. Contact us today to learn more about how we can help you reach your financial objectives.
2100 Southbridge Pkwy, Birmingham, AL 35209, United StatesAdvertisements -
Bridgeworth Wealth Management
● ClosedBridgeworth Wealth Management, located at 3810 Governors Drive Southwest, Huntsville, Alabama, United States, is now a part of Savant Wealth Management. Our team of experienced professionals is dedicated to helping clients live with confidence and clarity by providing expert financial planning and investment management services. We understand that each client has unique goals and values, and we work closely with them to craft a personalized financial plan. With a focus on long-term wealth building, our team offers comprehensive financial planning services for individuals and families at every stage of life. Whether you are a professional, business owner, or high-net-worth individual, we have the expertise to help you achieve your financial goals. Our advisors are committed to guiding clients through life's transitions, such as retirement, divorce, or widowhood, with thoughtful preparation and strategic planning.
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Neighbors Wealth Management Group
● ClosedNeighbors Wealth Management Group is a leading financial institution located at 3330 L and North Drive Southwest in Huntsville, Alabama, United States. Specializing in finance, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Neighbors Wealth Management Group is here to provide expert guidance and personalized solutions tailored to your individual needs. Trust us to help you navigate the complexities of the financial world and make informed decisions to grow and protect your assets.
3330 L and N Dr SW UNIT E, Huntsville, AL 35801, United StatesAdvertisements -
Alliance Wealth Management Group, LLC
● ClosedAlliance 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.
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SA Stone Wealth Management Inc.
● ClosedSA Stone Wealth Management Inc. is a leading finance institution located at 2 Perimeter Park South in Birmingham, Alabama, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. Trust SA Stone Wealth Management Inc. to provide you with professional and reliable financial solutions tailored to your individual needs.
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Janet Wilson Wealth Management
● OpenJanet Wilson Wealth Management is a leading finance institution located at 7621 Mallard Drive in Mobile, Alabama, United States. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. With a focus on exceptional service and a commitment to financial success, Janet Wilson Wealth Management is the trusted partner you need to secure your financial future. Contact us today to learn more about how we can help you reach your financial goals.
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 601 North Section Street in Fairhope, Alabama, is a leading finance institution offering comprehensive wealth planning services. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address a wide range of financial challenges and opportunities. We take the time to understand your priorities, goals, and financial needs to create customized strategies that align with your objectives. Our commitment to client service and satisfaction is unwavering, as we strive to help you achieve your personal and professional financial goals. With access to the investing resources of Merrill and the banking convenience of Bank of America, our advisors are equipped to provide tailored solutions that meet your long-term objectives.
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