Best Financial Advisors in Lee County, AL

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Lee County, AL Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 3320 Skyway Dr Suite 713, Opelika, AL 36801, USA
Phone (334) 887-9866
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 200 S 8th St, Opelika, AL 36801, USA
Phone (334) 745-0100
Laxson Financial Group

5 out of 5

Location 1461 Gateway Dr, Opelika, AL 36801, USA
Phone (334) 737-5051
Premier Financial Services
Location 2705 Frederick Rd, Opelika, AL 36801, USA
Phone (334) 737-6081
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About Lee County, AL

Lee County is located in the east-central part of Alabama. The county seat is Opelika, and the largest city is Auburn. Major highways and streets include Interstate 85, U.S. Route 29, and State Route 431. Some of the county's landmarks include Jordan-Hare Stadium, Toomer's Corner, and the Samford Tower. The top employers in Lee County are Auburn University, East Alabama Medical Center, and Walmart. Some of the county's neighborhoods include Stonegate, Rolling Hills, and Fox Hollow.

Where Certified Financial Advisors in Lee County, AL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Lee County, AL provide a variety of services to their customers. These services include checking and savings accounts, car loans, mortgages, and home equity lines of credit. In addition, banks offer a variety of investment products, such as mutual funds, stocks, and bonds. They also provide debit cards and ATM access.

Insurance Broker

Residents of Lee County, AL who are in need of insurance can rely on the services of local insurance brokers. These professionals can help residents compare rates and find the best coverage for their needs. In addition, insurance brokers can help residents file claims and receive payments in a timely manner.

Retirement Planning

Lee County, AL residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents map out their retirement goals and make sure they are on track to achieve them. Advisors can also provide guidance on how to save for retirement, choose the right investments, and manage expenses in retirement.

Wealth Management

Lee County, AL residents may be interested in learning about the benefits of wealth management. Wealth management can help individuals and families protect their assets, grow their money over time, and achieve their financial goals. There are a number of different services that fall under the umbrella of wealth management, so it's important to work with an experienced professional who can help you find the right solutions for your unique situation.

Estate Planning Lawyer

Estate planning lawyers in Lee County, 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 powers of attorney and healthcare directives that will make sure their wishes are carried out in the event they become incapacitated. And if you need to probate a will or administer an estate, these lawyers can help with that too.

Mortgage Loan Officer

Mortgage loan officers in Lee County, AL can help residents in a number of ways. One way is by providing information about the different types of loans available, and helping people choose the right one for their needs. They can also assist with the application process, and make sure all the necessary paperwork is filed correctly. Mortgage loan officers can also help people stay informed about their account status, and provide guidance on how to make payments on time. In addition, they can offer advice on refinancing or modifying a mortgage loan, if needed.

Tax Services

Lee County, AL residents can benefit from the help of tax accountants in order to maximize their tax deductions and minimize their tax liability. Tax accountants are experts in helping people navigate the complex tax code, and they can help Lee County residents take advantage of all the deductions and credits to which they are entitled. In addition, tax accountants can help residents plan for next year's taxes by organizing their financial records and keeping track of any changes in the tax code.


FAQs About Personal Financial Advisors in Lee County, AL