Retirement fund management in Montgomery, AL
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Freedom 1st Financial Services, Inc.
● ClosedFreedom 1st Financial Services, Inc. is a locally owned and operated Consumer Finance lender located at 2495 Montgomery Highway, Dothan, Alabama, United States. With over 50 years of combined consumer lending experience, our team specializes in personal loans, tax preparation, and filing services. We pride ourselves on treating our customers like neighbors, providing personalized service to help with unexpected expenses such as home repairs or vacations. Our loans range from $500 to $5,000 with fixed terms and affordable monthly payments. We offer fast and friendly application processes, with approval often given in as little as 15 minutes, allowing you to have the money you need on the same day. We also provide Credit Insurance options starting at $2,050, and report to Transunion on a regular monthly basis. Our staff members are deeply rooted in the community, and are dedicated to providing excellent service to our customers. Visit us today to experience the Freedom 1st Financial difference!
2495 Montgomery Hwy, Dothan, AL 36303, United States -
John (JJ) Hughes - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJohn (JJ) Hughes is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4121 Carmichael Road in Montgomery, Alabama, United States. John holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial 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 John's expertise in asset management, estate planning, retirement planning, investment strategies, and more. John is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethical practices and continuing education, John is committed to helping clients achieve their financial goals and secure their financial future.
4121 Carmichael Rd #301, Montgomery, AL 36106, United States -
Merrill Lynch Financial Advisor Grant Chambliss
● ClosedMerrill Lynch Financial Advisor Grant Chambliss, located at 4001 Carmichael Road in Montgomery, Alabama, is a finance institution dedicated to understanding your life priorities and helping you create a personalized financial plan tailored to your goals and aspirations. The team of experienced advisors at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. By drawing upon research in behavioral finance and utilizing tools like the Investment Personality Assessment, they aim to get to know you better as an investor and help you make informed decisions that align with your financial goals. Whether you are planning for retirement, saving for a major purchase, or funding a child's education, the advisors at Merrill Lynch are there to provide guidance and support every step of the way. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. Contact Merrill Lynch Financial Advisor Grant Chambliss today to start building a financial approach that reflects your unique needs and priorities.
4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, United States -
Merrill Lynch Financial Advisor Cindy H Clark
● ClosedMerrill Lynch Financial Advisor Cindy H Clark is a prestigious finance institution located at 4001 Carmichael Road, Montgomery, Alabama, United States. The institution has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team at Merrill is dedicated to helping clients manage their wealth by creating personalized strategies tailored to their individual needs. Cindy Clark and her team are committed to building strong client relationships based on trust and personalized service. They offer a wide range of financial solutions, including investment insights from Merrill and banking convenience from Bank of America. With a focus on understanding your goals and priorities, the team at Merrill Lynch Wealth Management will work with you to develop a financial approach designed to help you achieve your financial goals. Whether you are planning for retirement, saving for a home, or funding a child's education, Cindy Clark and her team are here to help you navigate the complexities of your financial life. With access to the latest investment insights and strategies, they are dedicated to helping you live your best financial life.
4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, United States -
Cindy S Cornette - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCindy S Cornette is a financial advisor at Ameriprise Financial Services, LLC located at 2835 Zelda Road in Montgomery, Alabama. Cindy holds several 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®. These certifications demonstrate Cindy's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Cindy is equipped to provide you with comprehensive financial advice tailored to your unique needs. Contact Cindy S Cornette at Ameriprise Financial Services, LLC for expert guidance on your financial journey.
2835 Zelda Rd Ste 7 & 8, Montgomery, AL 36106, United States -
Merrill Lynch Financial Advisor Travis Fuller
● ClosedMerrill Lynch Financial Advisor Travis Fuller is a finance institution located at 4001 Carmichael Road, Montgomery, Alabama, United States. Travis Fuller and his team believe in managing your wealth by understanding your full financial picture and creating a personalized strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you pursue your financial goals through personalized wealth management strategies. As a Registered Senior Wealth Management Client Associate, Travis Fuller focuses on building strong client relationships based on trust and personalized service. By getting to know you personally and understanding what matters most to you, Travis can help you design and implement a plan to manage, grow, and preserve your wealth for the future. Their goal is to help you achieve financial success by making investment decisions that align with your goals and priorities. With tools like the Investment Personality Assessment, they can customize a financial approach that reflects your unique needs and preferences. Travis Fuller is registered to do business in AL, GA, OH, and SC, and is dedicated to helping clients navigate the complexities of their financial lives. Whether you're planning for retirement, saving for a home, or funding a child's education, Travis and his team are here to provide the advice and guidance you need to reach your goals.
4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, United States -
Merrill Lynch Financial Advisor Jacob J. Ray
● ClosedMerrill Lynch Financial Advisor Jacob J. Ray, located at 4001 Carmichael Road in Montgomery, Alabama, offers personalized financial services to help you and your family make important financial decisions. With a team of knowledgeable and experienced professionals, we are dedicated to building strong relationships based on trust and personalized service. Our advisors have been recognized for their exemplary client service by Forbes and Bank of America Corporation. We believe in understanding your goals and priorities to create a customized financial approach that reflects your unique needs. Whether you are planning for retirement, saving for a home, or funding a child's education, we are here to help you achieve your financial goals. Our mission is to help you pursue a comprehensive financial strategy that can manage, grow, and preserve your wealth. We offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. Your financial approach will be regularly reviewed and adjusted to reflect changes in your life and the financial markets. Let us work together to help you achieve your financial goals and live your best financial life.
4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, United States -
Merrill Lynch Financial Advisor Teresa S Bechard
● ClosedMerrill Lynch Financial Advisor Teresa S Bechard, located at 4001 Carmichael Road in Montgomery, Alabama, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. Recognized as one of Forbes' "Best-in-State Wealth Management Teams" in 2024, Teresa and her team at Merrill Lynch are dedicated to providing exemplary client service. With access to the investment insights of Merrill and the banking solutions of Bank of America, they work to help you pursue your financial goals through personalized wealth management strategies. By understanding your goals and priorities, they can create a flexible plan to navigate today's changing market conditions. Whether you are planning for retirement, saving for a home, or funding a child's education, Teresa Bechard and her team can help you make informed investment decisions to achieve your goals. As a Certified Financial Planner, Teresa is registered to do business in multiple states, providing personalized financial advice and guidance to help you live your best financial life.
4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, United States
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