Senior financial services in Birmingham, Alabama

Capstone Financial Group LLC is a finance and insurance agency located at 3500 Blue Lake Drive in Birmingham, Alabama, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Joe Prokop, CFP®|ABFP™ is a reputable financial institution located at 2279 Valleydale Road in Birmingham, Alabama. Joe Prokop, a Certified Financial Planner and Accredited Behavioral Financial Professional, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning. Whether you are planning for retirement, saving for college, or managing your investments, Joe Prokop and his team are dedicated to providing expert guidance and support every step of the way.

Kemper Life - Birmingham is a finance institution located at 530 Beacon Parkway West in Birmingham, Alabama. With a strong presence in the United States, Kemper Life offers a wide range of financial services to meet the needs of individuals and families. From life insurance to retirement planning, their team of experts is dedicated to helping clients achieve their financial goals. Visit Kemper Life - Birmingham today to learn more about their services and how they can assist you in securing your financial future.

Edward Jones - Financial Advisor: Chris Taylor, CEPA®|AAMS™ is a finance institution located at 5180 Caldwell Mill Road in Birmingham, Alabama, United States. Chris Taylor is a Certified Exit Planning Advisor (CEPA) and an Accredited Asset Management Specialist (AAMS) who offers personalized financial advice and services to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and wealth management, Chris Taylor provides expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or building your investment portfolio, Edward Jones - Financial Advisor: Chris Taylor, CEPA®|AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Aflac Birmingham is a reputable insurance agency located at 670 Old Town Road in Birmingham, Alabama. Specializing in supplemental and life insurance, our team of experienced professionals is dedicated to helping individuals and families protect their financial well-being. With a wide range of insurance products and personalized service, we strive to provide peace of mind and security for our clients. Contact us today to learn more about our insurance options and how we can help you plan for the future.

Merrill Lynch Financial Advisor Corbin M. Ellard, located at 569 Brookwood Village in Birmingham, Alabama, is a trusted institution in the finance industry. The team at THE HARTY CARPENTER GROUP, led by Corbin M. Ellard, offers over 100 years of industry experience to help clients manage and prepare for their financial futures. They believe in building lasting relationships based on trust and understanding each client's individual needs. The team works closely with clients to develop personalized financial strategies tailored to their goals and priorities. By utilizing resources such as the Investment Personality Assessment, they can customize financial approaches to help clients pursue what matters most to them. Recognized for their exemplary client service, the team has received accolades from publications such as Forbes and Financial Planning. Supported by the global resources of Merrill, the team is committed to providing personalized service and building strong client relationships. Corbin M. Ellard, the founding member of THE HARTY CARPENTER GROUP, is dedicated to providing clients with top-notch service through individually tailored approaches to investing and risk management. He is actively involved in giving back to the community and has a passion for helping clients achieve their financial goals. With a focus on wealth management, retirement planning, and estate planning, the team at Merrill Lynch Financial Advisor Corbin M. Ellard is dedicated to helping clients pursue financial success.

Merrill Lynch Financial Advisor Ulysses S Myers is a prestigious finance institution located at 100 Grandview Place, Birmingham, Alabama, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Ulysses S Myers is a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, dedicated to building strong client relationships based on trust and personalized service. The team at Merrill Lynch, supported by global resources, is committed to helping clients achieve their financial goals by providing tailored investment strategies and comprehensive financial solutions. With a focus on understanding each client's unique needs and priorities, Merrill Lynch Financial Advisor Ulysses S Myers works to design personalized plans to help clients pursue their financial aspirations. Through ongoing communication and adjustments to financial approaches as life and goals change, the institution aims to help clients stay on track towards achieving what matters most to them. As a client of Merrill Lynch, you can expect dedicated one-on-one relationships and access to the latest investment insights and strategies to help you live your best financial life.

Jared Gilbert - TIAA Financial Consultant is a trusted financial institution located at 2545 Highland Avenue in Birmingham, Alabama, United States. Specializing in finance, our team of experts provides personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on transparency and excellence, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Visit us today to learn how we can help you secure your financial future.

Jeff Waters is a Financial Advisor at Ameriprise Financial Services, LLC located at 2501 20th Place South, Birmingham, Alabama, United States. Jeff holds various 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®. Jeff is equipped to provide comprehensive financial planning services tailored to the individual needs of clients, with expertise in asset management, retirement planning, estate planning, insurance products, and investment strategies. Jeff is committed to upholding the highest standards of ethics and professionalism in the field of finance.

Tom Hammett is a Financial Advisor at Ameriprise Financial Services, LLC located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. Tom holds several certifications including the 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 Tom's expertise in various financial planning areas such as asset management, retirement planning, estate planning, and investment strategies. Tom is dedicated to providing comprehensive and personalized financial advice to his clients, including retirees, small business owners, and high net worth individuals.

Steven Peterson is a Financial Advisor at Ameriprise Financial Services, LLC located at 31 Inverness Center Parkway in Birmingham, Alabama, United States. Steven holds various 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 cover a range of topics including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Steven is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Contact Steven Peterson for expert advice on your financial needs.

Jud Morrison - Financial Advisor, Ameriprise Financial Services, LLC, located at 31 Inverness Center Parkway, Birmingham, Alabama, United States, offers a wide range of financial services and expertise. The institution provides 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, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Jud Morrison have the knowledge and skills necessary to provide expert financial advice to their clients. Whether you are planning for retirement, looking to invest, or need assistance with estate planning, the team at Jud Morrison is dedicated to helping you achieve your financial goals.

Clay Cochran - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 31 Inverness Center Parkway in Birmingham, Alabama, is a finance institution offering a range of services to meet the needs of individuals and businesses. Clay Cochran holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Clay Cochran aims to provide tailored financial solutions to his clients. Additionally, Clay Cochran is trained in behavioral finance, philanthropic advising, and specializes in areas such as annuities, senior issues, divorce financial analysis, estate planning, and exit planning. As a Certified Financial Planner™ and Chartered Financial Analyst®, Clay Cochran is committed to providing top-notch financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Clay Cochran can help you make informed decisions and secure your financial future.

Gratium Wealth Planning - Ameriprise Financial Services, LLC is a reputable finance institution located at 1 Perimeter Park South in Birmingham, Alabama, United States. Specializing in wealth planning, they offer a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, they provide personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Gratium Wealth Planning - Ameriprise Financial Services, LLC is committed to helping you secure a stable financial future.

Merrill Lynch Financial Advisor Robert T Comer is a trusted finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. With a focus on providing personalized financial advice and services, clients can rely on the expertise and experience of Robert T Comer to help them achieve their financial goals. From investment planning to retirement strategies, this institution offers a comprehensive range of services to meet the unique needs of each client. Trust Merrill Lynch Financial Advisor Robert T Comer to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Camper O'Neal is a finance institution located at 569 Brookwood Village in Birmingham, Alabama, United States. With the support of the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. The institution offers banking products and services provided by Bank of America, N.A. The institution's Registered Senior Wealth Management Client Associate, Andrew, focuses on understanding your family, goals, and priorities in order to provide tailored financial advice. By starting with a conversation to identify and prioritize your goals, the team helps you make investment-related decisions that align with your values. Through tools like the Investment Personality Assessment, the team at Merrill Lynch Wealth Management can customize a financial approach to help you pursue what matters most to you. The institution's mission is to understand your unique needs and goals, and to provide personalized solutions to help you achieve financial success. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is there to help you manage, grow, and preserve your wealth. By staying updated on changes in your life and financial markets, the team can adjust your approach to ensure you stay on track towards your goals. At Merrill Lynch Financial Advisor Camper O'Neal, the focus is on your financial well-being and helping you achieve your aspirations.

Jud Bennett - State Farm Insurance Agent is a reputable insurance agency located at 3945 Cypress Drive in Vestavia Hills, Alabama, United States. With a focus on meeting the customer's needs, Jud and his qualified team offer a wide array of coverage options to clients in Birmingham, AL, and the surrounding areas. Whether you need auto, home, renters, disability, or life insurance, Jud's State Farm Agency is committed to providing the highest level of customer service and the finest insurance plans. Spring is the perfect time to organize your budget, and Jud's team is here to help with your Personal Price Plan. Their service extends across the entire state of Alabama, Georgia, Mississippi, and Tennessee. With a dedication to protecting, enriching, and providing value to people's lives, Jud's State Farm Birmingham, AL office strives to deliver an enjoyable, efficient, and transparent insurance process.

Gagliano Mortgage, Inc is a trusted finance institution located at 4500 Valleydale Road in Birmingham, Alabama. Specializing in mortgage services, our team of experts is dedicated to helping clients secure the best possible financing options for their homes. With a commitment to personalized service and a wealth of industry knowledge, Gagliano Mortgage, Inc is the go-to choice for all your mortgage needs in the United States.

Welcome to Grayson Medford - State Farm Insurance Agent located at 5239 Old Springville Road in Pinson, Alabama. Our insurance agency is conveniently situated at the intersection of Chalkville Mountain Road and Old Springville Road, serving the communities of Trussville, Birmingham, Chalkville, Pinson, and all of Jefferson County. As your local State Farm Agent, I am committed to helping customers achieve their insurance goals and providing excellent customer service. With over 44 years of experience, our team specializes in various insurance types including home, auto, life, renters, health, and financial services.

Farmers Insurance - David Porter is a local insurance agency located at 3229 Veterans Circle in Birmingham, Alabama. With over 70 years of combined knowledge and experience, we are dedicated to helping customers find the insurance coverage that best fits their needs. Our agency has two offices to serve you better in Trussville and Gadsden. We offer a wide range of insurance options including life, auto, home, renters, business insurance, investing, retirement, and more. Our goal is to make you smarter about insurance, which is why our agent, David Porter, has written a book called "Juror Number One and the Alternate Retirement Plan" to help explain life insurance options.

Brownsville Heights Community is a thriving institution located at 9225 Airport Road in Birmingham, Alabama. This community is dedicated to providing a safe and welcoming environment for residents to come together and build strong relationships. With a focus on community engagement and support, Brownsville Heights offers a variety of programs and services to meet the needs of its diverse population. From educational workshops to social events, there is something for everyone to enjoy at Brownsville Heights Community. Join us and be a part of this vibrant and inclusive community today!

The Globe Life Liberty National Division: The Clint McLain Agency is a reputable insurance agency located at 2204 Lakeshore Drive in Birmingham, Alabama, United States. With a focus on providing top-notch insurance products and services, this agency is dedicated to helping individuals and families protect what matters most. The team at The Clint McLain Agency is committed to delivering personalized insurance solutions tailored to each client's unique needs and goals. Whether you are looking for life insurance, health insurance, or other types of coverage, you can trust The Clint McLain Agency to provide expert guidance and support every step of the way. Contact them today to learn more about how they can help you secure your financial future.

LTCi Plans, LLC is an insurance agency located at 1 Chase Corporate Drive in Birmingham, Alabama, United States. We specialize in creating long-term care insurance plans that provide high-quality extended healthcare funding solutions at the best possible price point. Our experienced team will educate and assist you through the process, taking the stress out of planning for your future care needs. Let us help you secure your financial well-being and peace of mind.

The Globe Life American Income Division: Locker Taylor Organization is an insurance agency located at 400 Office Park Drive in Birmingham, Alabama, United States. Specializing in providing insurance solutions to individuals and families, the organization offers a wide range of coverage options to meet the diverse needs of its clients. With a focus on customer service and personalized attention, the Globe Life American Income Division: Locker Taylor Organization is dedicated to helping individuals protect their financial future and achieve peace of mind.

Long Term Care Specialists Inc is an insurance agency located at 1016 Lake Shore Circle in Birmingham, Alabama, United States. We specialize in providing long term care insurance policies to individuals and families, ensuring they have the coverage they need for their future healthcare needs. Our team of specialists are dedicated to helping clients navigate the complexities of long term care insurance and find the best policy to meet their specific needs. Contact us today to learn more about how we can help you plan for your long term care needs.

Slayton Boone - State Farm Insurance Agent is a trusted insurance agency located at 5363 U.S. 280 in Birmingham, Alabama. Serving clients in Hoover, Mountain Brook, Homewood, Chelsea, Trussville, Irondale, and the greater Birmingham area, Slayton takes pride in providing personalized insurance solutions to meet individual needs. Whether you're looking for auto, home, life, property, business, renters', or health insurance, Slayton's office is equipped to assist you. With a focus on building long-term relationships with clients, Slayton is dedicated to helping you protect what matters most. In addition to insurance services, Slayton also offers financial services and can help you plan for the future with life insurance and annuities. As a responsible insurance agent, Slayton emphasizes the importance of avoiding risky behaviors like drunk driving and encourages clients to plan for the care of aging parents.

Hugh Cheek is a health institution located at 1600 7th Avenue South in Birmingham, Alabama, United States. This institution is a doctor's office that offers a range of medical services to patients. They adhere to strict guidelines and regulations, as outlined in the AL-Law Code: 13A-6-21. Patients can expect to receive quality care and attention at Hugh Cheek, with a focus on maintaining patient rights and confidentiality. The institution also provides financial assistance, information on HIPAA regulations, and a non-discrimination policy. Patients can feel confident in their care at Hugh Cheek, knowing that their privacy and well-being are a top priority.

Insurance & Investment Consultants is a leading finance and insurance agency located at 450b Century Park South in Birmingham, Alabama, United States. Our team of experienced consultants is dedicated to providing personalized and professional services to help our clients secure their financial future. Whether you are looking for insurance coverage or investment opportunities, we are here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a more secure tomorrow.

Mazer Law Firm PC, located at 2540 Valleydale Road in Birmingham, Alabama, is dedicated to protecting the rights and assets of the elderly who may be vulnerable to financial exploitation. Attorney Glenn Mazer has extensive experience in advising retirees and beneficiaries across the United States. The firm warns against trusting brokers who may recommend risky investments or annuities, and offers proactive steps to recover losses for those who have been misled. With a focus on preventing elder abuse and exploitation, Mazer Law Firm PC helps clients recognize common scams and warning signs, and holds brokers and investment firms accountable for failing to act in their clients' best interests. If you suspect that your loved one is being taken advantage of, Mazer Law Firm PC is here to provide strong advocacy and protection.

The Salvation Army is a charitable organization located at 2015 26th Avenue North in Birmingham, Alabama, United States. The institution provides a wide range of social services to those in need, including food assistance, shelter, addiction recovery programs, and disaster relief efforts. With a mission to serve the community and meet the physical, emotional, and spiritual needs of individuals and families, The Salvation Army is dedicated to helping those facing hardship and providing a helping hand to those in crisis.