What are some popular services for financial advising?

A financial advisor in Houston County, AL can provide a variety of financial advising services that cater to the unique needs of the community. With its diverse population and growing economy, Houston County presents a complex financial landscape that requires a skilled advisor to navigate. From retirement planning to investment management, a financial advisor can help individuals and businesses alike achieve their financial goals. They can also provide specialized services such as estate planning and tax management, which are particularly important in a state like Alabama, where estate taxes can be high. In addition, a financial advisor can help clients navigate the complex world of insurance, including health, life, and disability insurance, which can be confusing and overwhelming for many people. Overall, a financial advisor in Houston County can provide invaluable guidance and support to help clients achieve financial security and success in this dynamic and rapidly evolving region.

What are people saying about financial advising services in Houston County, AL?

Houston County, AL is an exceptional place to receive financial advising. With a diverse range of financial professionals and institutions, the county is home to some of the most trusted and experienced advisors in the state. Houston County boasts an impressive array of financial resources, including banks, credit unions, and investment firms, all of which are equipped to provide top-notch financial advice to individuals and businesses alike. Additionally, the county's robust economy and thriving business community make it an ideal location for those seeking guidance on investments and financial planning. Whether you're looking for retirement planning, investment advice, or help with managing debt, Houston County has everything you need to achieve your financial goals. So, if you're looking for the best place to get financial advising, look no further than Houston County, AL.

What does a financial planner do?

A financial planner in Houston County, AL is responsible for assisting individuals and businesses in managing their finances and investments. They evaluate their clients' financial goals and develop a comprehensive plan to help them achieve those goals. One particular aspect of Houston County, AL that a financial planner must take into account is the local economy. With a diverse range of industries, including agriculture, manufacturing, and healthcare, the financial planner must have a deep understanding of the economic landscape to provide the best financial advice to their clients. This includes analyzing trends in the local job market, understanding the impact of new businesses moving into the area, and keeping up-to-date on any changes in tax laws that may affect their clients' financial situation. The financial planner must also be familiar with the unique challenges facing Houston County residents, such as the impact of natural disasters that can disrupt the local economy.

When should you get a financial planner?

Houston County, AL residents should seek the guidance of a financial advisor when they face complex financial decisions that require a deep understanding of the local economy. With a population of over 100,000 people, Houston County is a vibrant and diverse community that relies heavily on the agriculture and manufacturing industries. However, the local economy is also affected by a range of external factors, such as changes in federal regulations, natural disasters, and global market trends. Therefore, residents who want to make informed financial choices, such as investing in a business, buying a home, or planning for retirement, should work with a financial advisor who has a comprehensive knowledge of the local and national economic landscape. A financial advisor can help Houston County residents navigate the complexities of financial planning, develop a personalized strategy, and achieve their long-term financial goals.

How do I choose the right financial advisor?

A financial advisor in Houston County, AL must possess several important qualities to succeed in their profession. Firstly, they must have a deep understanding of the local economy and financial landscape of the county. Houston County is home to a diverse range of industries, including agriculture, healthcare, and manufacturing. Therefore, a financial advisor must be knowledgeable about the specific financial challenges and opportunities that exist within these industries. Additionally, they must be able to communicate complex financial concepts to their clients in a clear and concise manner. This requires excellent interpersonal skills and the ability to build strong relationships with clients. Furthermore, a financial advisor in Houston County must be able to adapt to the ever-changing financial landscape and stay up-to-date on the latest financial products and services available to their clients. With these qualities, a financial advisor can help their clients achieve their financial goals and secure a prosperous future in Houston County.

What makes Houston County, AL the top choice for financial advising?

Houston County, AL is home to several top financial advising firms that cater to individuals and businesses alike. These firms offer a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. One notable aspect of Houston County is its unique blend of urban and rural areas, which presents both opportunities and challenges for financial advisors. For instance, advisors must be well-versed in the local economy and industries, as well as the needs and goals of clients from diverse backgrounds. Additionally, they must navigate complex tax laws and regulations that vary from state to state. Despite these challenges, the top financial advising firms in Houston County have established a reputation for providing personalized, comprehensive financial advice and helping clients achieve their financial objectives.

How do financial advisors get paid?

Financial advisors in Houston County, AL are compensated in various ways. One common method is through commissions earned on the sale of financial products such as insurance policies, mutual funds, and annuities. Additionally, some advisors charge a percentage of the assets under management, which can range from 1% to 2% annually. Another way advisors in Houston County, AL get compensated is through hourly or flat fees for financial planning services. It is worth noting that financial advisors in Houston County, AL must comply with state regulations that require them to disclose their compensation structure to clients. Furthermore, Houston County, AL has a relatively high concentration of retired individuals, which may impact the types of financial services and products that advisors offer and the way they are compensated.

Find the Top Financial Advisors Serving Houston County, AL

Connect With a Financial Planner

List of Firms

Houston County, AL Fiduciary Financial Advisors

Wells Fargo Advisors Financial Network

SEC File# 801-57434

CRD# 11025

256 Honeysuckle Rd Suite 25, Dothan, AL 36305, USA

(334) 671-9393

http://www.mikewoodham.wfadv.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=BRKG00030042014156591

Directions

Legacy Wealth Management Group, LLC

214 Perry Ave, Dothan, AL 36303, USA

(334) 479-6114

Directions

Professional Creditors and Restoration Services

903 Eagle Rd, Dothan, AL 36303, USA

(334) 405-1439

Directions

Edward Jones - Financial Advisor: Brandon H Apida

SEC File# 801-3297

CRD# 250

2576 Montgomery Hwy Suite 7, Dothan, AL 36303, USA

(334) 794-2019

https://www.edwardjones.com/us-en/financial-advisor/brandon-apida

Directions

Wealth Management

SEC File# 801-121914

CRD# 173083

256 Honeysuckle Rd #9, Dothan, AL 36305, USA

(334) 712-0288

Directions

The Daughtry Group, LLC

3306 Ross Clark Cir, Dothan, AL 36303, USA

(334) 699-3075

Directions

Klosky and Associates

1676 Whatley Dr, Dothan, AL 36303, USA

(334) 446-6577

http://www.myindependentadvisor.com/

Directions

Pittman Wealth Management

1722 Whatley Dr, Dothan, AL 36303, USA

(334) 500-4790

http://www.pittmanwm.com/?utm_campaign=Local_Listings&utm_source=Google&group=FiNet&loc=BRKG00040360094069821

Directions

Where Certified Financial Advisors in Houston County, AL Serve

Houston County, AL is a vibrant and diverse community nestled in the heart of the southeastern United States. With a rich history and strong economy, it boasts a variety of landmarks, top employers, major highways and streets, and neighborhoods that make it a great place to live, work, and play. From the iconic Dothan Opera House to the stunning Wiregrass Museum of Art, Houston County is home to a wealth of cultural and historical attractions that celebrate the region's unique heritage. Whether you're exploring the quaint streets of downtown Dothan or taking a stroll through the lush gardens of Landmark Park, there's always something new and exciting to discover in this vibrant community. When it comes to employment opportunities, Houston County has no shortage of top employers. From healthcare giants like Southeast Health and Flowers Hospital to major retailers like Walmart and Target, there are plenty of options for those looking to build a successful career in this thriving region.

Nearby Locations

Baldwin County, AL Birmingham, AL Calhoun County, AL Daphne, AL Dothan, AL Etowah County, AL Fairhope, AL Gadsden, AL

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Houston County, AL can benefit greatly from the guidance of a financial advisor. With a median household income of $47,508, many families may struggle to manage their finances and plan for the future. A financial advisor can provide expertise on budgeting, saving for retirement, and investing wisely. Additionally, Houston County is home to many military families due to the presence of Fort Rucker. A financial advisor can assist these families with navigating the unique financial challenges that come with military life, such as frequent moves and deployments. Overall, a financial advisor can provide valuable support and guidance to help Houston County residents achieve their financial goals and secure their financial futures.

Insurance Broker

Residents of Houston County, AL can greatly benefit from the services of an insurance broker. With the unpredictable weather patterns in the area, such as hurricanes and tornadoes, having the right insurance coverage is crucial. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. Additionally, they can provide guidance on local factors that may affect insurance rates, such as the high rate of car accidents on the busy highways in Houston County. Overall, an insurance broker can provide valuable assistance to residents of Houston County, ensuring that they are prepared for any unforeseen circumstances that may arise.

Retirement Planning

Residents of Houston County, AL would greatly benefit from the services of a retirement planner. With a population of over 100,000 people, many individuals in the county are likely approaching retirement age or have already retired. A retirement planner can assist these individuals in creating a comprehensive plan for their retirement, including budgeting, investment strategies, and estate planning. Additionally, Houston County has a large military presence with Fort Rucker located within its borders. A retirement planner can provide specialized assistance to military personnel and their families, helping them navigate the unique challenges and opportunities that come with military retirement. Overall, a retirement planner can offer invaluable guidance and support to residents of Houston County, ensuring that they are able to enjoy a comfortable and secure retirement.

Wealth Management

Residents of Houston County, AL could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through financial planning and investment management. A wealth manager can help residents create a personalized financial plan that takes into account their unique goals, risk tolerance, and financial situation. They can also provide guidance on investment strategies and help residents build a diversified portfolio that aligns with their goals. Additionally, a wealth manager can assist with retirement planning, tax planning, and estate planning, which can be especially important for residents of Houston County, AL who may have unique needs and circumstances due to the area's economy and demographics. Overall, a wealth manager can provide valuable support and guidance to help residents of Houston County, AL achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Houston County, AL can benefit from the expertise of a mortgage loan officer in many ways. First and foremost, a mortgage loan officer can help residents navigate the complex process of securing a mortgage and provide guidance on the best options available to them. They can also assist with pre-approvals, which can be especially helpful in a competitive housing market like Houston County. Additionally, a mortgage loan officer can help residents understand the various loan programs available to them, such as FHA or VA loans, and help them determine which program is the best fit for their specific needs. With the help of a mortgage loan officer, residents of Houston County can feel confident in their ability to secure a mortgage and purchase the home of their dreams.

Tax Services

Residents of Houston County, AL could greatly benefit from the services of a tax advisor. With a population of over 100,000 people, many individuals may struggle to navigate the complex tax laws and regulations that are specific to the state of Alabama. A tax advisor could provide guidance on how to maximize deductions and credits, as well as help residents understand their tax obligations related to local industries such as agriculture and military installations. Additionally, with a median household income of $47,000, many residents may be eligible for tax breaks and incentives that they are not aware of. A tax advisor could help identify these opportunities and ensure that residents are taking advantage of them. Overall, a tax advisor could provide valuable assistance to the residents of Houston County, AL in navigating the often confusing world of taxes.

Estate Planning Lawyer

Residents of Houston County, AL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Houston County is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their passing. This is especially important in Houston County, where many families have deep roots and a strong sense of community. An estate planning lawyer can also help residents navigate the complex legal system and ensure their loved ones are taken care of in the event of incapacity or death. Additionally, an estate planning lawyer can assist with minimizing taxes and preserving wealth for future generations. Overall, an estate planning lawyer can provide peace of mind and security for residents of Houston County, AL.

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