Best Financial Advisors in Birmingham, AL

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Birmingham, AL Fiduciary Financial Advisors

Bridgeworth Wealth Management
SEC File# 801-76956
CRD# 164100

5 out of 5

Location 101 25th St N suite 100, Birmingham, AL 35203, USA
Phone (205) 208-8700
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Meld Financial Inc
SEC File# 801-62981
CRD# 118896

4 out of 5

Location 3008 Pump House Rd, Birmingham, AL 35243, USA
Phone (205) 967-4200
Jeff Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 31 Inverness Center Pkwy Ste 550, Birmingham, AL 35242, USA
Phone (205) 313-9150
Edgewood Wealth Advisors
Location 1900 28th Ave S #110, Birmingham, AL 35209, USA
Phone (205) 769-6030
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Chad J. Richey

5 out of 5

Location 100 Grandview Pl 2nd floor, Birmingham, AL 35243, USA
Phone (205) 298-7467
Gambrell Financial Advisors, Inc.
Location 1512 Alex Dr, Birmingham, AL 35210, USA
Phone (205) 957-1612
First Call Financial
Location 201 Office Park Dr Ste 175, Birmingham, AL 35223, USA
Phone (205) 870-1099
Cummings & Associates - Ameriprise Financial Services, LLC
Location 1500 Urban Center Dr Ste 200, Birmingham, AL 35242, USA
Phone (205) 967-2627
Financial Matters
Location 1253 Beacon Pkwy E # B, Birmingham, AL 35209, USA
Phone (205) 879-9460
Jeff Waters - Financial Advisor, Ameriprise Financial Services, LLC
Location 1500 Urban Center Dr Ste 200, Birmingham, AL 35242, USA
Phone (205) 909-3142
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About Birmingham, AL

Birmingham, Alabama is a city in the southeastern United States. It is the most populous city in the state of Alabama, and the county seat of Jefferson County. Birmingham's downtown area features prominently in art and literature, as well as in medical and scientific research. The city is also known for its steel production. Top employers in Birmingham include Regions Financial Corporation, Vulcan Materials Company, and HealthSouth Corporation. Major highways and streets in Birmingham include I-20, I-59, US-78, and US-31. The neighborhoods of Birmingham include Ensley, Fairfield, Forest Park, Inverness, Liberty Park, Mountain Brook Village, Redmont Park, and Southside. Some of the prominent neighborhoods in Baldwin County include Spanish Fort, Daphne, Fairhope, and Point Clear.

Where Certified Financial Advisors in Birmingham, AL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Birmingham, AL residents have a number of services that banks can provide them. Banks can offer check cashing, loans, and other financial products and services to help people manage their money. In addition, banks can offer other services such as notary public services and wire transfers. Banks also offer a variety of different accounts for customers to choose from, including savings accounts, checking accounts, and certificates of deposit.

Insurance Broker

If you're a resident of Birmingham, AL, and you need insurance, you should contact an insurance broker. An insurance broker can help you find the best policy for your needs and budget. They can also help you compare rates and coverage from different providers. If you're looking for affordable health insurance, or if you need to insure your home or car, an insurance broker can help.

Retirement Planning

Financial advisors in Birmingham, AL can help residents with retirement planning by providing advice on how to save money and invest for the future. Many people in Birmingham are not taking advantage of these services, which can lead to a less comfortable retirement. Financial advisors can help residents understand the importance of saving for retirement and how to make smart investment choices.

Wealth Management

As the largest city in Alabama, Birmingham is home to a wide variety of businesses and residents. While this offers many opportunities, it also creates some unique financial challenges. Wealth management can help Birmingham residents meet these challenges and protect their finances.Wealth management is a comprehensive approach to financial planning that takes into account all aspects of your wealth, including investments, taxes, insurance, and estate planning. A wealth manager will work with you to create a plan that meets your specific needs and goals. This could include anything from creating a retirement savings plan to reducing your tax burden.Birmingham is home to a number of wealth management firms that can help you get started on the path to financial security. Contact one of these firms today to schedule a consultation and get started on the road to success.

Estate Planning Lawyer

Estate planning lawyers in Birmingham, AL can help residents create wills and trusts that will protect their assets and provide for their loved ones after they die. They can also help residents set up power of attorney agreements and living wills, which will allow them to make decisions about their medical care if they are unable to do so themselves.

Mortgage Loan Officer

Mortgage loan officers in Birmingham, AL can help residents in a number of ways. For one, they can work with residents to find the best mortgage products available. They can also help residents understand the terms of their mortgages, and guide them through the application process. In addition, mortgage loan officers can assist residents who are having trouble making their monthly payments. Finally, they can provide advice on home refinancing and other financial matters related to homeownership.

Tax Services

Tax accountants in Birmingham, AL can help residents save money on their taxes. They can also help them plan for the future and make sure they are taking advantage of all the tax deductions to which they are entitled. In addition, tax accountants can help businesses in Birmingham, AL manage their finances and stay compliant with state and federal regulations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Birmingham, AL