Legacy inheritance in Alabama
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Kelley Legacy Law LLC
● ClosedKelley Legacy Law LLC is a reputable law firm located at 3320 Skyway Drive in Opelika, Alabama. Specializing in various legal services, they offer expert advice and representation in matters related to estate planning, probate, and elder law. With a focus on providing personalized and compassionate service to their clients, Kelley Legacy Law LLC is dedicated to helping individuals and families protect their assets and secure their legacies for future generations. Contact them today for professional legal assistance in navigating complex legal issues.
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Legacy Wealth Management Group, LLC
● ClosedLegacy Wealth Management Group, LLC is a finance institution located at 214 Perry Avenue in Dothan, Alabama, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized service and tailored financial solutions, Legacy Wealth Management Group, LLC is committed to providing our clients with the guidance and support they need to build and preserve wealth for generations to come. Contact us today to learn more about how we can help you reach your financial goals.
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Legacy Advisory Group
● OpenLegacy Advisory Group is a leading finance institution located at 300 North Dean Road in Auburn, Alabama, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Legacy Advisory Group is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial legacy for generations to come.
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Iron Legacy Wealth Advisors
● ClosedIron Legacy Wealth Advisors is a leading finance and insurance agency located at 201 Office Park Drive in Birmingham, Alabama, United States. Our team of experienced advisors is dedicated to helping clients build and protect their wealth for future generations. With a focus on personalized financial planning and risk management strategies, we strive to provide our clients with the tools and guidance they need to achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Iron Legacy Wealth Advisors is here to help you secure a prosperous future.
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Legacy Capital Advisors
● OpenLegacy Capital Advisors is a reputable finance institution located at 514 Madison Street Southeast in Huntsville, Alabama, United States. With a team of experienced professionals, Legacy Capital Advisors offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Legacy Capital Advisors is dedicated to providing personalized solutions to meet your individual needs. Trust in Legacy Capital Advisors to guide you towards a secure financial future.
514 Madison St SE suite b, Huntsville, AL 35801, United StatesAdvertisements -
Legacy Planning
● ClosedLegacy Planning is a premier financial institution located at 2707 Artie Street Southwest in Huntsville, Alabama. Our dedicated team of financial advisors specializes in helping clients create comprehensive plans to secure their financial future and leave a lasting legacy for their loved ones. Whether you are looking to protect your assets, plan for retirement, or establish a trust, our experts are here to provide personalized guidance and support. Trust Legacy Planning to help you navigate the complexities of financial planning and achieve your long-term goals.
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Legacy Advisory Group
● ClosedLegacy Advisory Group, located at 36 Manning Place in Birmingham, Alabama, is a finance institution dedicated to providing customized financial planning services to individuals, businesses, and non-profits. Our team of experienced financial professionals utilizes innovative industry tools and processes to create comprehensive financial plans tailored to meet the specific needs of each client. At Legacy Advisory Group, we focus on the four cornerstones of retirement planning: Social Security Optimization, Structured Income Planning, Investment Advisory, and LEGACY Planning. Our team upholds the highest ethical standards and is committed to delivering personalized and strategic financial solutions to help clients protect their past success and plan for a brighter future.
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The Legacy Group of Huntsville - Morgan Stanley
● OpenThe Legacy Group of Huntsville - Morgan Stanley is a renowned finance institution located at 305 Church Street Southwest in Huntsville, Alabama, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide you with personalized solutions tailored to your unique needs. Trust in The Legacy Group of Huntsville - Morgan Stanley to guide you towards financial success.
305 Church St SW Ste 720, Huntsville, AL 35801, United StatesAdvertisements -
Sage Legacy Counsel
● ClosedSage Legacy Counsel is a prestigious institution located at 5027 Mercer Street in Montgomery, Alabama, United States. Our team of experienced counselors and advisors are dedicated to helping individuals and families plan for their future and leave a lasting legacy for generations to come. Whether you need assistance with estate planning, wealth management, or charitable giving, our experts are here to provide personalized and comprehensive solutions tailored to your unique needs. Trust Sage Legacy Counsel to guide you towards a secure and prosperous future.
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Legacy Legal Services PC
● ClosedLegacy Legal Services PC is a reputable law firm located at 4000 Eagle Point Corporate Drive in Birmingham, Alabama. Specializing in estate planning, wills, and trusts, Legacy Legal Services is dedicated to helping individuals and families navigate the complex legal process of ensuring their assets are protected and their wishes are honored. As a client-focused institution, Legacy Legal Services PC offers a FREE e-book to educate individuals on the importance of having a will, trust, or estate plan in place. By downloading this e-book, you can learn valuable information on how to avoid common pitfalls and ensure that your loved ones are taken care of after you or your spouse pass away.
4000 Eagle Point Corporate Dr Suite 525, Birmingham, AL 35242, 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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Stephanie Bacak, CFP - Fee-Only Financial Planner
● ClosedStephanie Bacak, CFP is a fee-only financial planning institution located at 23 North Main Street in Wedowee, Alabama. As a Certified Financial Planner, Stephanie Bacak offers personalized financial planning services to help individuals and families achieve their financial goals. With a commitment to transparency and putting clients' best interests first, Stephanie Bacak provides comprehensive financial planning, investment management, retirement planning, and estate planning services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Stephanie Bacak, CFP is dedicated to helping you navigate the complexities of personal finance and make informed decisions for your future.
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Joshua Laxson CFP
● ClosedJoshua Laxson CFP is a reputable finance institution located at 1461 Gateway Drive in Opelika, Alabama, United States. As a Certified Financial Planner, Joshua Laxson provides expert advice and services to help clients achieve their financial goals and secure their future. With a commitment to personalized service and a deep understanding of financial planning strategies, Joshua Laxson CFP is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or looking to grow your investments, Joshua Laxson CFP is here to help you navigate the complex world of finance with confidence and peace of mind.
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Strategic Wealth Specialists
● ClosedStrategic Wealth Specialists is a leading finance and insurance agency located at 3213 Executive Park Circle in Mobile, Alabama. Our team of experts is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are looking to invest for the future, protect your assets, or plan for retirement, we are here to provide you with comprehensive and strategic financial guidance. Contact us today to schedule a consultation and take the first step towards securing your financial future.
3213 Executive Park Cir, Mobile, AL 36606, United StatesAdvertisements -
CapSouth Wealth Management
● ClosedCapSouth Wealth Management is a leading finance institution located at 2216 West Main Street in Dothan, Alabama, United States. We specialize in providing personalized wealth management solutions to help our clients achieve their financial goals. Our team of experienced professionals offers a wide range of services, including investment management, retirement planning, estate planning, and more. At CapSouth Wealth Management, we are committed to helping our clients build and protect their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.
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Edward Jones - Financial Advisor: Chris Waye
● ClosedEdward Jones - Financial Advisor: Chris Waye is a trusted financial institution located at 44 Hughes Road in Madison, Alabama, United States. As a dedicated and experienced financial advisor, Chris Waye provides personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Chris Waye is committed to providing expert advice and guidance every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chris Waye is the go-to destination for all your financial needs.
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Edward Jones - Financial Advisor: Gregory V Pass
● ClosedEdward Jones - Financial Advisor: Gregory V Pass is a finance institution located at 502 Church Avenue Southeast in Jacksonville, Alabama, United States. Gregory V Pass is a trusted financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Gregory V Pass offers expert advice and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Gregory V Pass is dedicated to helping you make informed decisions and achieve financial success.
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Lipscomb Wealth
● ClosedLipscomb Wealth is a leading finance institution located at 2372 East University Drive in Auburn, Alabama, United States. With a strong focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Lipscomb Wealth is committed to providing expert guidance and tailored solutions to meet your unique needs. Contact us today to learn more about how we can help you secure your financial future.
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Richard F Hoerlein - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRichard F Hoerlein is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2104 Executive Park Drive in Opelika, Alabama. With a focus on providing personalized financial planning and investment management services, Richard is dedicated to helping his clients achieve their financial goals and secure their financial future. With years of experience in the finance industry, Richard F Hoerlein is committed to providing expert advice and guidance to individuals and families looking to build and protect their wealth. Contact Richard F Hoerlein today to schedule a consultation and take the first step towards financial security.
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Edward Jones - Financial Advisor: Kelli Wierzbicki
● ClosedEdward Jones - Financial Advisor: Kelli Wierzbicki is a trusted financial institution located at 1324 South Eufaula Avenue in Eufaula, Alabama. As a dedicated finance professional, Kelli Wierzbicki provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Kelli Wierzbicki is committed to guiding you towards financial success. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kelli Wierzbicki is the go-to destination for all your financial needs in Eufaula, Alabama.
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Wells Fargo Advisors Financial Network
● OpenWells Fargo Advisors Financial Network is a leading financial institution located at 256 Honeysuckle Road in Dothan, Alabama, United States. As a part of the Wells Fargo family, this network offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they provide personalized guidance and expertise to help clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Wells Fargo Advisors Financial Network is committed to helping you make informed decisions and secure your financial future.
256 Honeysuckle Rd Suite 25, Dothan, AL 36305, United StatesAdvertisements -
William Griggs - Ameriprise Financial Services, Inc.
● ClosedWilliam 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.
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Ameriprise Financial
● ClosedAmeriprise Financial is a finance institution located at 22835 Alabama 59, Robertsdale, Alabama, United States. They offer a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. Ameriprise Financial is dedicated to providing comprehensive financial services to individuals and businesses, ensuring that their clients receive expert advice and guidance in managing their assets and investments.
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Coastal Wealth Innovations
● OpenCoastal Wealth Innovations is a leading finance institution located at 2201 West 1st Street in Gulf Shores, Alabama, United States. Our team of experts is dedicated to providing innovative and personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Coastal Wealth Innovations is here to help. Visit us today to learn more about how we can help you secure your financial future.
2201 W 1st St, Gulf Shores, AL 36542, 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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Jennifer Ryder - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJennifer Ryder - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 22193 Alabama 59, Robertsdale, Alabama, United States. Jennifer Ryder holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate expertise in various areas of financial planning and asset management, ensuring clients receive comprehensive and personalized advice. Jennifer Ryder is committed to upholding the highest ethical standards and providing clients with the knowledge and tools needed to achieve their financial goals.
22193 AL-59 Ste B, Robertsdale, AL 36567, United StatesAdvertisements -
Edward Jones - Financial Advisor: Lisa M Cooper
● ClosedEdward Jones - Financial Advisor: Lisa M Cooper is a reputable financial institution located at 623 West Laurel Avenue in Foley, Alabama, United States. As a trusted financial advisor, Lisa M Cooper offers personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Lisa M Cooper is dedicated to providing expert guidance and support to clients in all aspects of financial management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Lisa M Cooper and her team are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Edward Jones - Financial Advisor: Jason M Kozon, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Jason M Kozon, CFP®|AAMS™|CRPC™ is a trusted financial institution located at 22394 Miflin Road in Foley, Alabama, United States. Specializing in comprehensive financial planning, Jason M Kozon is a Certified Financial Planner (CFP®), an Accredited Asset Management Specialist (AAMS™), and a Chartered Retirement Planning Counselor (CRPC™). With a commitment to personalized service and tailored financial solutions, Edward Jones provides expert advice to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the long term, Jason M Kozon and his team are dedicated to helping you make informed decisions and navigate the complex world of finance. Visit Edward Jones today to start planning for a brighter financial future.
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Zach Estes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenZach Estes is a Financial Advisor at Ameriprise Financial Services, LLC, located at 132 Cove Avenue in Gulf Shores, Alabama, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Zach Estes is equipped to provide expert financial advice and planning services. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for veterans and military personnel, Zach Estes has the knowledge and experience to help you achieve your financial goals. Contact Zach Estes at Ameriprise Financial Services, LLC for personalized and comprehensive financial planning services.
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List of local businesses, places and services in Alabama
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