Best Financial Advisors in Calhoun County, AL

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List of Firms

Calhoun County, AL Fiduciary Financial Advisors

SEC File# 801-20842
CRD# 110955
Location Anniston, AL 36201, USA
Phone (205) 298-8480
Directions
SEC File# 801-60701
CRD# 115785
Location 60 Dearmanville Dr N, Anniston, AL 36207, USA
Phone (435) 633-6629
Directions
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Wells Fargo Advisors
Location 1021 Noble St STE 101, Anniston, AL 36201, USA
Phone (256) 236-1394
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Wells Fargo Advisors
5 out of 5
Location 101 E 11th St, Anniston, AL 36201, USA
Phone (256) 236-6346
Directions
SEC File# 801-57434
CRD# 11025
Location 1527 Pelham Rd S, Jacksonville, AL 36265, USA
Phone (256) 741-4140
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SEC File# 801-57434
CRD# 11025
3 out of 5
Location 2010 Club Dr Suite 300, Gadsden, AL 35901, USA
Phone (256) 543-8500
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Joe Bynum - Raymond James
5 out of 5
Location 501 Quintard Ave #17, Anniston, AL 36201, USA
Phone (256) 237-2300
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Mike Abney - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 663 Snow St, Oxford, AL 36203, USA
Phone (770) 431-5120
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Mike Poe - Raymond James
Location 626 Leighton Ave Ste B, Anniston, AL 36207, USA
Phone (256) 403-6214
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Mc Naron Group Inc
Location 1005 Noble St, Anniston, AL 36201, USA
Phone (256) 237-5817
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Goggans Group Inc
Location 931 Noble St UNIT 301, Anniston, AL 36201, USA
Phone (844) 464-4267
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Capital Management Advisors
Location 1130 Quintard Ave, Anniston, AL 36201, USA
Phone (256) 237-2836
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Merrill Lynch Wealth Management
Location 701 Quintard Ave, Anniston, AL 36201, USA
Phone (256) 240-6500
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Jonathan Jones, CFP® - Financial Advisor, Raymond James Financial Services
Location 501 Quintard Ave Suite 17, Anniston, AL 36201, USA
Phone (256) 237-2300
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McCall Financial & Benefits Group LLC
Location 318 Snow St # D, Oxford, AL 36203, USA
Phone (256) 770-4092
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 412 Goodwin Cir, Anniston, AL 36207, USA
Phone (256) 235-3809
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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AXA Advisors
Location 1430 Christine Ave, Anniston, AL 36207, USA
Phone (256) 238-1700
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Clay Brock - Raymond James
Location 1429 Quintard Ave, Anniston, AL 36201, USA
Phone (256) 236-8875
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Merrill Lynch Wealth Management Advisor Isaac J Brown
Location 701 Quintard Ave, Anniston, AL 36201, USA
Phone (256) 240-6502
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 502 Church Ave SE Suite A, Jacksonville, AL 36265, USA
Phone (256) 600-8050
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Securities America Inc
Location 1415 Hillyer Robinson Industrial Pkwy, Anniston, AL 36207, USA
Phone (256) 832-1979
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Merrill Lynch Wealth Management Advisor Karen W Fountain
Location 701 Quintard Ave, Anniston, AL 36201, USA
Phone (256) 240-6507
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Edward Jones
SEC File# 801-3297
CRD# 250
4 out of 5
Location 240 Oxford Exchange Boulevard, Oxford, AL 36203, USA
Phone (256) 835-5694
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Garrett, Perkins & Associates - Ameriprise Financial Services, LLC
Location 141 S 9th St, Gadsden, AL 35901, USA
Phone (205) 543-8300
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Apex Financial Group LLC / Senior Life and Medicare
Location 1911 Noble St, Anniston, AL 36201, USA
Phone (205) 235-2030
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Quintard Financial Services
Location 1726 S Quintard Ave, Anniston, AL 36201, USA
Phone (256) 831-3031
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Mike Hindman Wealth Advisors AL LLC
Location 306 Ashton Dr NE, Jacksonville, AL 36265, USA
Phone (256) 453-8110
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Hartford Financial Services
Location 706 Dawson Ave, Anniston, AL 36206, USA
Phone (256) 820-6541
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K&K Financial Group
Location 116 Church St Ste 3, Rainbow City, AL 35906, USA
Phone (256) 413-9000
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Financial Advisors in Calhoun County, AL

Where Certified Financial Advisors in Calhoun County, AL Serve

Calhoun County, AL is a vibrant and diverse community nestled in the heart of the state. With a rich cultural heritage and a thriving economy, this county is home to numerous landmarks, top employers, major highways and streets, and neighborhoods. From the majestic Anniston Museum of Natural History to the historic Berman Museum of World History, Calhoun County boasts an array of fascinating landmarks that attract visitors from all over the world. The county is also home to several top employers, including Honda Manufacturing of Alabama, Jacksonville State University, and the Anniston Army Depot, which provide thousands of jobs to local residents. In terms of transportation, Calhoun County is well-connected to the rest of the state and beyond, thanks to its proximity to major highways and streets such as Interstate 20, US Route 431, and Alabama State Route 21. These thoroughfares make it easy for commuters and travelers to get around the county and beyond.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Calhoun County, AL could greatly benefit from the expertise of a financial advisor. With a median household income of $45,949 and a poverty rate of 19.8%, many families in the area may struggle to manage their finances effectively. A financial advisor could provide guidance on budgeting, saving, and investing to help residents achieve their financial goals and improve their overall financial health. Additionally, with a significant portion of the county's population being employed in industries such as manufacturing and healthcare, a financial advisor could offer tailored advice on retirement planning and employee benefits. Overall, a financial advisor could provide invaluable support to Calhoun County residents looking to navigate the complex world of personal finance.

Insurance Broker

Residents of Calhoun County, AL can benefit greatly from the services of an insurance broker. With a broker's expertise, residents can find the best insurance policies that fit their unique needs and budget. One specific way that an insurance broker can help residents of Calhoun County is by providing guidance on flood insurance. Due to the county's location in the foothills of the Appalachian Mountains, it is prone to flooding from heavy rainfall and flash floods. An insurance broker can assist residents in finding the right coverage to protect their homes and belongings from flood damage, which is not typically covered by standard homeowners insurance policies. Additionally, a broker can help residents navigate the complex process of filing a flood insurance claim in the event of a disaster. Overall, an insurance broker can provide valuable support and peace of mind to residents of Calhoun County, AL.

Retirement Planning

Residents of Calhoun County, AL can benefit from the services of a retirement planner in several ways. One of the most common ways is by creating a personalized retirement plan that takes into account their unique financial situation and goals. This is especially important in Calhoun County, where the cost of living is lower than the national average, but many residents still struggle with financial insecurity. A retirement planner can help residents navigate the complex landscape of retirement planning, including Social Security benefits, 401(k) plans, and IRA accounts. Additionally, a retirement planner can provide guidance on tax-efficient investment strategies, long-term care planning, and estate planning, all of which can help residents achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Calhoun County, AL can benefit greatly from the services of a wealth manager. One of the most common ways that a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Calhoun County, where the median household income is below the national average and many residents may be struggling to make ends meet. A wealth manager can help residents of Calhoun County to maximize their income and savings, invest wisely, and plan for their future. They can also provide guidance on managing debt, saving for retirement, and protecting assets. By working with a wealth manager, residents of Calhoun County can gain peace of mind knowing that their financial future is in good hands.

Mortgage Loan Officer

Residents of Calhoun County, AL could greatly benefit from the expertise of a mortgage loan officer. With the county being home to a diverse range of housing options, from historic homes in Anniston to new developments in Oxford, a mortgage loan officer can provide personalized guidance on the best loan options for each unique situation. Additionally, with a median household income lower than the national average, many residents may benefit from programs such as FHA loans or down payment assistance programs, which a mortgage loan officer can help navigate. Whether someone is a first-time homebuyer or looking to refinance an existing mortgage, a mortgage loan officer can provide valuable insight and support throughout the entire process.

Tax Services

Residents of Calhoun County, AL can greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on tax deductions and credits that are specific to the county. For example, Calhoun County offers a homestead exemption for residents over the age of 65, which can result in significant tax savings. A tax advisor can also assist with navigating complex tax laws and regulations, ensuring that residents are in compliance and minimizing the risk of penalties or audits. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and other financial matters that can impact a resident's tax situation. With the help of a knowledgeable tax advisor, residents of Calhoun County can feel confident that they are maximizing their tax benefits and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Calhoun County, AL can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan that ensures their clients' assets are distributed according to their wishes after they pass away. In Calhoun County, AL, where the population is largely made up of retirees and elderly individuals, estate planning becomes even more important. An estate planning lawyer can help these residents create a plan that includes provisions for healthcare, long-term care, and Medicaid eligibility. Additionally, an estate planning lawyer can assist with the creation of trusts, which can help residents avoid probate and minimize estate taxes. Overall, the services of an estate planning lawyer can provide peace of mind for residents of Calhoun County, AL, knowing that their assets and loved ones will be taken care of in the event of their passing.

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FAQs About Personal Financial Advisors in Calhoun County, AL