TOP 30 Investment management services in Birmingham, Alabama
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Continental Realty Management, Inc.
● ClosedContinental Realty Management, Inc. is a reputable real estate agency located at 2283 Mount Olive Road in Gardendale, Alabama. Established in 1984, we have over 35 years of experience in property management, serving Birmingham and the surrounding areas. Our dedicated in-house maintenance team ensures that your property is well taken care of, providing you with peace of mind knowing that your investment is in good hands. As a locally owned and operated company, we prioritize customer satisfaction and always put your needs first. With over 600 properties under our management in central Alabama, we offer reliable and honest services for both residential and commercial leasing. Our partnership with Operation: REVEILLE allows us to support and house Veterans in our community.
2283 Mt Olive Rd, Gardendale, AL 35071, United States -
Signal Property Management
● ClosedSignal Property Management is a professional property management institution located at 512 10th Street North, Birmingham, Alabama, United States. We specialize in helping property owners maximize their rental income and find qualified tenants for their properties. Our team of marketing experts works quickly to fill vacancies using both online and traditional marketing tools. We carefully screen all potential tenants through background and financial checks, reference verifications, and public records to ensure the safety of your property. We also coordinate repairs and maintenance tasks with tenants to keep your property in top condition. With regular property inspections and detailed financial reports, we provide peace of mind to property owners. In the event of a problematic tenant, we handle the eviction process for you. Our team is well-versed in housing laws and ordinances to protect your interests. We keep property owners informed and engaged in the management process through online accounts and digital tools.
512 10th St N, Birmingham, AL 35203, United States -
America's Rental Managers
● ClosedAmerica's Rental Managers is a leading real estate agency located at 3000 Galleria Circle in Birmingham, Alabama. With a strong reputation for excellence in property management, our team of dedicated professionals is committed to helping both landlords and tenants navigate the rental market with ease. Whether you are looking for a new place to call home or seeking assistance in managing your investment property, America's Rental Managers is here to provide top-notch service and support every step of the way. Contact us today to learn more about our comprehensive rental management services.
3000 Galleria Cir Suite 1700, Birmingham, AL 35244, United States -
Insurance Planning Services Birmingham
● OpenInsurance Planning Services Birmingham is a reputable insurance agency located at 2737 Highland Avenue in Birmingham, Alabama. Our experienced team of professionals is dedicated to helping our clients find the best insurance solutions to meet their needs and protect their assets. Whether you are looking for home, auto, life, or business insurance, we have the expertise to guide you through the process and provide you with peace of mind. Contact us today to schedule a consultation and start planning for a secure future.
2737 Highland Ave, Birmingham, AL 35205, United States -
Mutual of Omaha® Advisors - Birmingham
● ClosedMutual 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.
1200 Corporate Dr Ste G1, Birmingham, AL 35242, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 2 20th Street North in Birmingham, Alabama, United States. With a reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or assistance with estate planning, Raymond James has a team of experienced professionals ready to assist you. Trust in Raymond James Financial Services to help you navigate the complexities of the financial world and secure your financial future.
2 20th St N #900, Birmingham, AL 35203, United States -
Money Management Services, Inc.
● ClosedMoney Management Services, Inc. is a reputable institution located at 3410 Independence Drive in Birmingham, Alabama, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses effectively manage their money and investments. Whether you need assistance with tax planning, retirement accounts, estate planning, or any other financial matters, our professionals are here to provide personalized guidance and support. Trust Money Management Services, Inc. to help you achieve your financial goals and secure a stable future.
3410 Independence Dr, Birmingham, AL 35209, United States -
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.
2229 1st Ave S #225, Birmingham, AL 35233, United States -
Merrill Lynch Wealth Management Advisor Tommy E Jackson
● ClosedMerrill Lynch Wealth Management Advisor Tommy E Jackson, located at 569 Brookwood Village, Birmingham, Alabama, United States, is a finance institution with a team of over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, District of Columbia, and several US territories achieve their desired lifestyles. Investing involves risk, and the institution offers a broad range of brokerage, investment advisory, and other services. Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) makes available various investment products sponsored, managed, distributed, or provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and affiliated banks. The institution also offers various certification marks and services such as financial planning, wealth management, and investment advisory. Clients are advised to consult their legal and tax advisors before making any financial decisions. The institution strives to provide information about products and services that may be of interest to clients. Please note that by leaving Bank of America's website and being redirected to FINRA's BrokerCheck, you are subject to separate terms and privacy policies.
569 Brookwood Village Suite 501, Birmingham, AL 35209, United States -
Talley & Hall Wealth Management of Raymond James
● OpenTalley & Hall Wealth Management of Raymond James is a trusted financial institution located at 2900 U.S. 280 in Birmingham, Alabama. Specializing in wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Talley & Hall Wealth Management of Raymond James is committed to providing top-notch financial guidance to individuals and families in the Birmingham area.
2900 US-280 Ste 100, Birmingham, AL 35223, United States -
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 States -
Progress Financial Services
● ClosedProgress Financial Services is a leading finance institution located at 2121 Highland Avenue in Birmingham, Alabama, United States. With a reputation for excellence and expertise in the financial industry, Progress Financial Services offers a wide range of services to meet the diverse needs of its clients. From investment planning and wealth management to retirement savings and insurance solutions, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to learn more about how Progress Financial Services can help you secure a brighter financial future.
2121 Highland Ave, Birmingham, AL 35205, United States -
Leavell Investment Management Inc
● ClosedLeavell 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.
2712 18th Pl S, Birmingham, AL 35209, United States -
Double Oak Wealth Management Group - Morgan Stanley
● OpenDouble Oak Wealth Management Group - Morgan Stanley is a leading finance institution located in Birmingham, Alabama. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, we are here to offer expert guidance and support. Visit us at 3500 Colonnade Parkway to learn more about how we can help you secure your financial future.
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243, United States -
Paragon HM Wealth Management Group - Morgan Stanley
● OpenParagon HM Wealth Management Group - Morgan Stanley is a leading finance institution located at 3500 Colonnade Parkway in Birmingham, Alabama. As a part of the prestigious Morgan Stanley network, they offer a wide range of wealth management services tailored to meet the unique needs of their clients. With a team of experienced financial advisors and industry experts, Paragon HM Wealth Management Group provides personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Paragon HM Wealth Management Group - Morgan Stanley is dedicated to helping you achieve your financial goals.
3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243, United States -
AKM Financial Services
● ClosedAKM Financial Services is a reputable finance institution located at 9628 Parkway East in Birmingham, Alabama, United States. With a team of experienced financial experts, AKM offers a wide range of financial services to meet the needs of individuals and businesses. Whether you are looking for assistance with investments, retirement planning, or managing your assets, AKM Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
9628 Parkway E, Birmingham, AL 35215, United States -
OneAscent Wealth Management
● ClosedOneAscent Wealth Management is a premier finance institution located at 23 Inverness Center Parkway in Birmingham, Alabama, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services, including investment planning, retirement planning, estate planning, and more. At OneAscent Wealth Management, we prioritize building strong relationships with our clients and providing them with the guidance and support they need to make informed financial decisions. Contact us today to schedule a consultation and start on the path towards financial success.
23 Inverness Center Pkwy Suite A, Birmingham, AL 35242, United States -
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.
1 Perimeter Park S, Birmingham, AL 35243, United States -
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.
2 Perimeter Park S #500w, Birmingham, AL 35243, United States -
Synovus Wealth Management
● ClosedSynovus Wealth Management is a finance institution located in Birmingham, Alabama, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of investment and financial planning services tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Synovus Wealth Management is here to help you navigate the complexities of the financial world with confidence and ease.
Birmingham, AL 35213, United States -
Kassouf Retirement Plan Services, LLC
● ClosedKassouf Retirement Plan Services, LLC is a leading retirement planning institution located at 2101 Highland Avenue in Birmingham, Alabama, United States. With a team of experienced professionals, we offer comprehensive retirement planning services to help individuals and businesses achieve their financial goals for retirement. Our services include retirement plan design, implementation, and management, as well as investment advice and educational resources to help our clients make informed decisions about their financial future. Trust Kassouf Retirement Plan Services, LLC to guide you towards a secure and prosperous retirement.
2101 Highland Ave #300, Birmingham, AL 35205, United States -
1919 Investment Counsel
● Closed1919 Investment Counsel is a renowned finance institution located at 2311 Highland Avenue in Birmingham, Alabama, United States. With a strong reputation for providing expert investment advice and personalized financial solutions, 1919 Investment Counsel is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers a range of services including portfolio management, financial planning, and wealth management. Whether you are looking to grow your investments or plan for retirement, 1919 Investment Counsel is committed to delivering exceptional results and unparalleled service to their clients.
2311 Highland Ave #190, Birmingham, AL 35205, United States -
Yarbrough Wealth Management of Raymond James
● OpenYarbrough Wealth Management of Raymond James is a prestigious finance institution located at 2900 U.S. 280 in Birmingham, Alabama, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized wealth management services, we offer tailored investment strategies, retirement planning, estate planning, and more. Trust Yarbrough Wealth Management of Raymond James to provide expert financial guidance and support for all your wealth management needs.
2900 US-280 Ste 100, Birmingham, AL 35223, United States -
Price Investment Group - Stifel
● ClosedPrice Investment Group - Stifel is a reputable finance institution located at 800 Shades Creek Parkway in Birmingham, Alabama, United States. With a focus on providing top-notch investment services, Price Investment Group - Stifel offers a wide range of financial solutions tailored to meet the needs of individual and institutional clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Price Investment Group - Stifel is committed to delivering personalized and comprehensive financial advice and services.
800 Shades Creek Pkwy #750, Birmingham, AL 35209, United States -
Peter Huver - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPeter Huver - Financial Advisor, Ameriprise Financial Services, LLC, located at 1400 Urban Center Drive in Birmingham, Alabama, is a finance institution that offers a wide range of services to meet the needs of individuals and businesses. Peter Huver holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and ongoing education, Peter Huver provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Peter Huver can provide the guidance and expertise you need. Contact Peter Huver - Financial Advisor, Ameriprise Financial Services, LLC, to schedule a consultation and take the first step towards securing your financial future.
1400 Urban Center Dr Ste 420, Birmingham, AL 35242, United States -
SMA Services, Inc.
● ClosedSMA Services, Inc. is a finance institution located at 3500 Blue Lake Drive in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, SMA Services, Inc. is here to help. With a commitment to excellence and a focus on customer satisfaction, you can trust us to handle all of your financial needs with care and expertise. Contact us today to learn more about how we can assist you in reaching your financial goals.
3500 Blue Lake Dr #360, Birmingham, AL 35243, United States -
Riverbend Wealth Management
● OpenRiverbend Wealth Management is a premier financial institution located at 1200 Corporate Drive in Birmingham, Alabama, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Riverbend Wealth Management is committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
1200 Corporate Dr # 155, Birmingham, AL 35242, United States -
Greystone Capital Management
● ClosedGreystone Capital Management is a premier finance institution located at 3535 Grandview Parkway in Birmingham, Alabama. With a reputation for excellence and a commitment to providing top-notch financial services, Greystone Capital Management helps clients achieve their financial goals through expert guidance and personalized investment strategies. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Greystone Capital Management is dedicated to helping you succeed.
3535 Grandview Pkwy, Birmingham, AL 35243, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 100 Grandview Place in Birmingham, Alabama, is a leading finance institution that provides personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch offers financial strategies tailored to each client's unique goals and needs, including retirement income planning, guidance on investments, and estate planning services through Bank of America. The branch is dedicated to client service and satisfaction, working closely with clients to understand their financial situation and create long-term strategies to help them achieve their objectives. Merrill Lynch also values community involvement, supporting local charities and organizations to help maintain vibrant and healthy communities.
100 Grandview Pl 2nd floor, Birmingham, AL 35243, United States -
Patrick Cummings - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPatrick Cummings is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2501 20th Place South, Birmingham, Alabama, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Patrick Cummings offers comprehensive financial planning services to individuals and small business owners. Specializing in asset management, retirement planning, estate planning, and investment strategies, Patrick Cummings is dedicated to helping clients achieve their financial goals. With a focus on ethics and expertise, clients can trust Patrick Cummings to provide personalized and professional financial advice.
2501 20th Pl S Ste 400, Birmingham, AL 35223, United States
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