Best Financial Advisors in Mobile County, AL

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Mobile County, AL Fiduciary Financial Advisors

First Financial Group
SEC File# 801-112777
CRD# 134006
Location 3601 Springhill Business Pk Suite 102-A, Mobile, AL 36608, USA
Phone (251) 343-8256
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
Williams Financial Group, LLC
SEC File# 801-119410
CRD# 310008

5 out of 5

Location 2566 Dauphin St, Mobile, AL 36606, USA
Phone (251) 473-2120
Edward Jones - Financial Advisor: Cheryl McCormick-Hann, AAMS™
SEC File# 801-3297
CRD# 250

4 out of 5

Location 120 S University Blvd C-2, Mobile, AL 36608, USA
Phone (251) 342-2478
Merrill Lynch Wealth Management Advisor William Parker Huddle
Location 3674 Dauphin St, Mobile, AL 36608, USA
Phone (251) 345-0297
Edward Jones - Financial Advisor: Tim Taylor, AAMS™
Location 6000 Grelot Rd, Mobile, AL 36609, USA
Phone (251) 414-9997
Roy Price - Raymond James
Location 21 W I-65 Service Rd N, Mobile, AL 36608, USA
Phone (251) 316-3100
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About Mobile County, AL

Mobile County is located in the southwestern corner of Alabama and is home to over 400,000 residents. The county's largest city is Mobile, which is also the state's third largest city. Other major cities in Mobile County include Prichard, Saraland, and Chickasaw. Some of the most notable landmarks in Mobile County are Bellingrath Gardens and Home, Battleship Memorial Park, Gulf Coast Exploreum Science Center, and Oakleigh Garden District. The top employers in Mobile County are Airbus Americas Engineering, Austal USA, Boeing, DCH Health System, and Huntington Ingalls Industries. Major highways and streets in the county include I-10, I-65, US-90, and SR-53. Some of the most popular neighborhoods in Mobile County are Midtown Mobile, Downtown Mobile, Prichard, Saraland, Chickasaw, and Tillman's Corner.

Where Certified Financial Advisors in Mobile County, AL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks can provide a wide range of services to Mobile County, AL residents. Some of these services include providing loans and lines of credit, issuing credit cards, and depositing checks. Banks can also offer more specialized services such as mortgage lending, investment advice, and wealth management.

Insurance Broker

In Mobile County, AL, many residents are without health insurance. This is a problem because if someone gets sick or injured and does not have insurance, they will have to go into debt or even file for bankruptcy in order to receive medical treatment. Fortunately, there are insurance brokers who can help these people get the health insurance they need. Insurance brokers are professionals who work with clients to find them the best health insurance policy for their needs and budget. They can also help residents of Mobile County apply for Medicaid or other government assistance programs that will help them pay for their health insurance.

Retirement Planning

Financial advisors in Mobile County, AL can help residents with all aspects of retirement planning. This includes helping people figure out how much money they will need to retire, choosing the right type of retirement account, and making sure that people are taking full advantage of their employer's 401(k) plan. Financial advisors can also help retirees stay on track with their savings goals, and make adjustments as needed to ensure a comfortable retirement.

Wealth Management

Residents of Mobile County, Alabama have a new option for wealth management with the opening of a new office by Wealthfront. Wealthfront is a national company that provides investment advice and portfolio management services to clients across the country. The new office in Mobile County is part of Wealthfront's effort to expand its reach into more rural areas and provide quality financial planning services to everyone, regardless of location.

Estate Planning Lawyer

Estate planning lawyers in Mobile County, AL can help residents protect their assets and plan for the future. Many people do not think about estate planning until it is too late, but by then it may be too late to make important decisions. An estate planning lawyer can help you create a will, power of attorney, and other documents that will help ensure your wishes are carried out after you die. If you have property or assets in Mobile County, AL that you want to protect, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Mobile County, AL can help residents by providing them with the best possible home loans. These professionals work with a variety of lenders to find the best rates and terms for their clients. They also provide guidance throughout the entire loan process, from pre-approval to closing.

Tax Services

Tax accountants can help Mobile County, AL residents with their tax filings. They can also help residents understand the tax code and how it applies to them. This can help them get the most out of their tax refund or minimize their taxes owed. Tax accountants can also help residents plan for their taxes throughout the year, so they know what to expect. This can be helpful for people who have complicated tax situations.


FAQs About Personal Financial Advisors in Mobile County, AL