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Alliance Wealth Management Group, LLC
1 Perimeter Park South, Birmingham, Alabama, United States
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About the Alliance Wealth Management Group, LLC
Alliance 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.
Their team, including Michael Ballard and Heather Hernandez, share their expertise in their first book, offering insights on optimizing Social Security, estate planning, and more. By downloading chapter 1, clients can gain valuable information on securing their financial future.
At Alliance Wealth Management Group, they understand that each individual's financial situation is unique. They work diligently to create a tailored Alliance Income Plan that aligns with clients' specific goals and needs. With a mission to provide personalized strategies, they strive to help clients achieve their desired financial outcomes.
Please note that investment involves risk, and individuals should consult with a qualified professional before making any financial decisions. The firm does not provide tax or legal advice, and references to protection benefits on their website pertain to fixed insurance products. Annuity guarantees are backed by the issuing insurance company's financial strength.
For more information or to schedule a meeting with Alliance Wealth Management Group, LLC, visit their website or contact them at their Birmingham office.
Photos of Alliance Wealth Management Group, LLC
1 Perimeter Park S, Birmingham, AL 35243, United States
Opening hours of Alliance Wealth Management Group, LLC
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Alliance Wealth Management Group, LLC
"After attending a number of seminars on retirement planning and money management over the last year, my wife and I knew that we needed to sit down with a professional to have a conversation about our investments and our future looking towards retirement. I mentioned this to a friend of mine and he said “do yourself a favor and speak with my guy” We contacted Mike the next day to schedule a consultation. I worked a retail schedule and Mike was glad to meet with us after hours. After the 3 of us getting to know each other, we decided to form a partnership, an Alliance, to plan our future. Mike was able to make recommendations that made since for us and our goals. Mike gave us options and throughly explained each one and we chose what we felt good about. I could go on and on about how happy we are that we partnered with Mike and his team at Alliance Wealth Management. As my good friend told me “do yourself a favor and talk to my guy”."
"In December 2014, my wife and I attended a dinner we were invited to with Alliance Wealth Management. After listening to Mike Ballard tell everyone about Alliance and how they can help people build wealth for retirement, we made one of the best decisions we’ve ever made in our lives. Mike and his team have helped my family get our finances to the point where we no longer worry/wonder if we’ll ever be able to retire and do so comfortably. Mike has always given great advice and lead us down a path that was designed for our specific financial situation. Paying off our house and putting two boys through college has been as easy as following the plan we worked with Alliance to create for ourselves, and we could not be happier. Kathy and I have complete trust in Mike and everyone at Alliance Wealth Management. We just listen, do what he advises, and things work beautifully. I would highly recommend Mike and/or anyone at Alliance Wealth Management with financial advice."
"I gave them 1 star because this site won't allow you to not give them what they are worth which is ZERO. Scam investment person at the very best. If you truly want to lose whatever monies you have, this is the man, Mike Ballard who will take care of that wish for you."
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