Legacy advisors inc in Alabama
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First Command Financial Advisor - Gene Lesinski
First Command Financial Advisor - Gene Lesinski is a finance institution located at 475 Providence Main Street Northwest, Huntsville, Alabama, United States. As a part of First Command Financial Services, Inc. and its affiliated entities, Gene Lesinski provides personalized financial advice and services to clients on a strictly voluntary basis. The institution does not provide any direct or indirect compensation to clients for testimonials and is committed to transparency and integrity in its financial services. While testimonials from clients may not be representative of every experience, First Command strives to help clients achieve financial success and security for the future.
Harrison & Partners, Inc
Harrison & Partners, Inc is a reputable general contractor located at 3250 Wild Fork Road in Frisco City, Alabama, United States. With a commitment to excellence and a focus on delivering high-quality construction services, Harrison & Partners, Inc has established itself as a trusted name in the industry. Specializing in a wide range of construction projects, from residential to commercial, the team at Harrison & Partners, Inc is dedicated to providing top-notch craftsmanship and superior customer service. Whether you are looking to build a new home or renovate an existing space, Harrison & Partners, Inc is the go-to contractor for all your construction needs.
Thompson Wealth Management and Life Planning, Inc.
Thompson 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.
Legacy Accounting Inc
Legacy Accounting Inc is a reputable accounting and finance institution located at 12774 Wall Triana Highway in Ardmore, Alabama, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses in the area. Our dedicated staff is committed to helping clients achieve financial success and stability. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Legacy Accounting Inc is here to help. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Wesley Wells - Regions Financial Advisor
Wesley Wells is a trusted Financial Advisor located in Dothan, Alabama, at the address 3201 Ross Clark Circle. As a Regions Financial Advisor, Wesley Wells focuses on providing solutions for both immediate needs and long-term financial goals. With a personalized strategy tailored to your specific goals, Wesley Wells aims to make your journey towards financial success as easy as possible. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"). Please note that appointment scheduling is provided by Engageware Modal, and any information provided will not update Regions' customer records. If you have any questions, feel free to reach out. Thank you for considering Wesley Wells - Regions Financial Advisor for your financial needs.
Robert M. Denning - UBS Financial Services Inc.
Robert M. Denning - UBS Financial Services Inc. is a reputable financial institution located at 800 Shades Creek Parkway in Birmingham, Alabama, United States. As part of the global UBS network, this institution offers a wide range of financial services including wealth management, investment banking, asset management, and more. With a team of experienced professionals, Robert M. Denning - UBS Financial Services Inc. is dedicated to providing personalized financial solutions to meet the unique needs of their clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, this institution is committed to helping you achieve your financial goals.
James Ruzic - Regions Wealth Advisor
James Ruzic - Regions Wealth Advisor is a finance institution located at 1601 Pinson Street in Birmingham, Alabama, United States. Specializing in personalized financial expertise for affluent individuals, Regions Private Wealth Management offers a Wealth Advisor who will design a customized financial strategy tailored to your specific situation. James Ruzic, a Wealth Advisor for Regions Private Wealth Management in Birmingham, AL, focuses on developing a comprehensive strategy to meet your financial goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank, with investment advisory services provided by Regions Investment Management, Inc. This communication is for educational and general marketing purposes only and should not be considered a recommendation for specific investments. Appointment Scheduler is provided by Engageware Modal. Please contact us if you have any questions. Thank you for your time.
Hollins Rush - Regions Wealth Advisor
Hollins Rush - Regions Wealth Advisor is a finance institution located at 21325 Alabama 25, Columbiana, Alabama, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will create a customized financial strategy tailored to your specific situation. Hollins Rush, a Wealth Advisor for Regions Private Wealth Management in Columbiana, AL, focuses on your complete financial picture to develop a comprehensive strategy to meet your goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. Appointment Scheduler is provided by Engageware Modal. Please contact us with any questions. Thank you for your time.
First Command Financial Advisor - Kathy Wilson
First Command Financial Advisor - Kathy Wilson is a finance institution located at 475 Providence Main Street Northwest, Huntsville, Alabama, United States. Kathy Wilson provides personalized financial advice and services to clients, helping them plan for their financial future. This institution is part of First Command Financial Services, Inc. and its affiliated entities. Testimonials from clients are provided on a strictly voluntary basis, with no direct or indirect compensation. While testimonials may not be representative of every client's experience, Kathy Wilson and First Command strive to help clients achieve their financial goals with integrity and professionalism.
First Command Financial Advisor - Stephen Stasevich
First Command Financial Advisor - Stephen Stasevich is a finance institution located at 475 Providence Main Street Northwest in Huntsville, Alabama, United States. This institution offers financial services to clients, with a focus on personalized financial planning and advice. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. The institution takes pride in the testimonials provided voluntarily by its clients, showcasing their positive experiences with the services offered. It is important to note that these testimonials are not indicative of guaranteed future performance or success, and the institution maintains transparency by not providing any direct or indirect compensation to clients for their testimonials.
Michael Winter - Regions Financial Advisor
Michael Winter is a Financial Advisor located at 429 Main Street in Trussville, Alabama, offering services through Regions Investment Solutions. Michael Winter focuses on creating personalized strategies to help clients meet their long-term financial goals. With a commitment to understanding both short and long-term objectives, Michael aims to make the journey toward financial success as easy as possible for clients. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. (RIM). RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank, which is in turn a wholly owned subsidiary of Regions Financial Corporation.
The Keene Group - UBS Financial Services Inc.
The Keene Group - UBS Financial Services Inc. is a reputable finance institution located at 116 Jefferson Street South in Huntsville, Alabama, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at The Keene Group - UBS Financial Services Inc. is dedicated to providing personalized advice and guidance to clients, ensuring that their financial needs are met with expertise and care. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Keene Group - UBS Financial Services Inc. is committed to helping you succeed.
Keith Graham - Regions Financial Advisor
Keith Graham - Regions Financial Advisor is a finance institution located at 421 Highway 43 South, Saraland, Alabama, United States. Keith Graham is a trusted Financial Advisor with Regions Investment Solutions, offering personalized strategies to help clients achieve their short and long-term financial goals. With a focus on building a comprehensive financial plan, Keith Graham aims to make the journey toward financial success as easy as possible for clients. Trust and investment management services are offered through Regions Wealth Management, with investment advisory services provided by Regions Investment Management, Inc. This institution provides educational and general marketing information, not personalized investment advice. Regions Bank, the parent company, is dedicated to helping clients reach their financial goals. Please contact Keith Graham - Regions Financial Advisor for more information.
Elizabeth Winter - Regions Wealth Advisor
Elizabeth Winter - Regions Wealth Advisor is a finance institution located at 939 U.S. 80, Demopolis, Alabama, United States. For affluent individuals seeking personalized financial expertise, Regions Private Wealth Management offers a Wealth Advisor who will create a customized financial strategy tailored to your specific needs. Elizabeth Winter, a Wealth Advisor at Regions Private Wealth Management in Demopolis, AL, focuses on developing comprehensive financial plans to help clients achieve their goals. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank, with investment advisory services provided by Regions Investment Management, Inc. This communication is for educational purposes only and should not be construed as investment advice. The institution provides an Appointment Scheduler for convenience, but appointment information will not update customer records. Thank you for considering Elizabeth Winter - Regions Wealth Advisor for your financial needs.
First Command Financial Advisor - Justin Rowe
First Command Financial Advisor - Justin Rowe is a finance institution located at One Perimeter Park South in Birmingham, Alabama, United States. This institution offers financial services to individuals looking to secure their financial future. This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities, provided voluntarily by the client. First Command has not provided any compensation to the client for the testimonial, ensuring transparency and trust. The experiences shared in the testimonial may not be representative of all clients' experiences with First Command, but it serves as a testament to the institution's commitment to helping clients achieve financial success.
OakRing Wealth Partners - UBS Financial Services Inc.
OakRing Wealth Partners - UBS Financial Services Inc. is a leading finance institution located at 4001 Carmichael Road in Montgomery, Alabama, United States. With a strong focus on providing comprehensive wealth management services, our team of experienced financial advisors is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's unique needs. Trust OakRing Wealth Partners - UBS Financial Services Inc. to guide you towards a secure financial future.
First Command Financial Advisor - Andrew Fitch
First Command Financial Advisor - Andrew Fitch is a finance institution located at 1930 Berryhill Road in Montgomery, Alabama, United States. This establishment offers financial services to clients, with a focus on personalized financial planning and advice. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. The client testimonials provided are voluntary and not influenced by any form of compensation. While these testimonials may not be indicative of every client's experience, they serve as a testament to the quality of service provided by First Command Financial Advisor - Andrew Fitch.
Life + Legacy Benefits, Inc - Charles Jackson
Life Legacy Benefits, Inc - Charles Jackson is an insurance agency located at 1110 Montlimar Drive, Mobile, Alabama, United States. Specializing in providing insurance and financial products to individuals, business owners, and key executives, our team at Life Legacy Benefits is dedicated to helping you meet your protection, lifestyle, and legacy needs. Charles E. Jackson, licensed in multiple states, offers insurance products from the Principal Financial Group® to assist you in achieving a balance of cost and coverage. With a focus on understanding your unique needs and providing valuable knowledge, we aim to make a difference in the value you receive from your plans. Experience matters to us, and together we can navigate the benefits landscape to find the best options for your company and employees. Life Legacy Benefits, Inc is not affiliated with any company of the Principal Financial Group. Contact us today to learn more about how we can help you secure your future.
Frank Chappelle & Co Inc
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.
Meld Financial Inc
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.
NBC Securities Inc
NBC Securities Inc. is a full-service independent broker-dealer and registered investment advisor located at 1927 1st Avenue North in Birmingham, Alabama. As an employee-owned institution, we are dedicated to building strong relationships with our clients to help them achieve their financial goals and build a lasting legacy. Our team works tirelessly to provide personalized financial services and support to ensure that your legacy reaches its full potential. With a focus on genuine connections and a commitment to your financial well-being, NBC Securities is your partner in building a successful and thriving legacy. Contact us today for financial health and wealth services that will help your legacy thrive.
Leavell Investment Management Inc
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.
Retirement Advisors Inc
Retirement Advisors Inc is a finance institution located at 1009 Downtowner Boulevard in Mobile, Alabama. Our team of experienced financial experts specializes in providing personalized retirement planning services to help individuals achieve their financial goals for the future. Whether you are looking to save for retirement, manage your investments, or create a comprehensive financial plan, our advisors are here to guide you every step of the way. Trust Retirement Advisors Inc to help you secure a stable and prosperous financial future.
William Griggs - Ameriprise Financial Services, Inc.
William Griggs - Ameriprise Financial Services, Inc. is a finance institution located at 3306 Ross Clark Circle in Dothan, Alabama, United States. Each advisor at Ameriprise has specific areas of focus to help align with your financial goals. You can review their backgrounds, credentials, and experience to find the best advisor for you. Fill out the "Request consultation" form to connect with your desired advisor, who will then reach out to schedule a complimentary initial consultation.
McBryar Advisory Services, Inc.
McBryar Advisory Services, Inc. is a finance institution located at 326 Courthouse Square in Bay Minette, Alabama, United States. Our mission is to help you plan a purposeful future for your family's financial freedom. We believe in connecting, inspiring, and empowering all individuals, and our values of integrity, teamwork, and personal development guide our work. Through education and coaching, we aim to transform people's relationships with money and investing. Our team is committed to helping you understand the "Why" and "What" of your investments, drawing on empirically tested economic principles and Nobel Prize winning research. Whether you are just starting out or looking to enhance your investment strategies, we are here to help you achieve your dreams and aspirations. Contact us at 326 Courthouse Square, Bay Minette, AL 36507 or PO Box 595 Holly Springs, GA 30142 to get started on your financial journey.
Merrill Lynch Wealth Management Advisor Tommy E Jackson
Merrill 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.
L.V. Berry, Inc.
L.V. Berry, Inc. is a finance institution located at 100 Centerview Drive in Vestavia Hills, Alabama, United States. With a strong reputation for providing expert financial services, L.V. Berry, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced team at L.V. Berry, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
Covenant Group Inc
Covenant Group Inc is a leading finance institution located at 22 Inverness Center Parkway in Birmingham, Alabama, United States. With a strong commitment to providing exceptional financial services, Covenant Group Inc specializes in wealth management, investment strategies, and financial planning for individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Covenant Group Inc can help you navigate the complexities of the financial world.
Legacy Advisors, Inc.
Legacy Advisors, Inc. is a reputable finance institution located at 65a Scotia Drive in Pike Road, Alabama, United States. We specialize in providing expert financial advice and services to help our clients achieve their long-term financial goals. With a team of experienced financial advisors, we offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, Legacy Advisors, Inc. is here to help you every step of the way. Contact us today to schedule a consultation and start building your legacy.
Innovative Financial Solutions, Inc.
Innovative Financial Solutions, Inc. is a leading finance institution located at 1976 Gadsden Highway in Birmingham, Alabama, United States. With a focus on providing cutting-edge financial services and solutions, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to provide innovative solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure a stable financial future.
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