Best Financial Advisors in Shelby County, AL

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List of Firms

Shelby County, AL Fiduciary Financial Advisors

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Legacy Advisory Group
5 out of 5
Location 36 Manning Pl Suite 200, Birmingham, AL 35242, USA
Phone (205) 991-5017
Directions
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Vision Financial Group Inc
5 out of 5
Location 4505 Pine Tree Cir, Vestavia Hills, AL 35243, USA
Phone (205) 970-4909
Directions
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E Jerry Windle - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1400 Urban Center Dr Ste 420, Birmingham, AL 35242, USA
Phone (205) 968-9899
Directions
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Scott Pruitt - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1022 Edenton St, Birmingham, AL 35242, USA
Phone (205) 983-6401
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 5180 Caldwell Mill Rd Suite 207, Birmingham, AL 35244, USA
Phone (205) 408-7620
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
Directions
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Jeff Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 31 Inverness Center Pkwy Ste 550, Birmingham, AL 35242, USA
Phone (205) 313-9150
Directions
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PS & G Financial Partners | Alabama
4 out of 5
Location 1 Perimeter Park S #100s, Birmingham, AL 35243, USA
Phone (205) 776-6651
Directions
Financial Advisors in Shelby County, AL

Where Certified Financial Advisors in Shelby County, AL Serve

Shelby County, AL is a bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the towering Oak Mountain State Park to the historic Heart of Dixie Railroad Museum, there is no shortage of attractions to explore. The county is home to several top employers such as the Shelby County Board of Education and the Shelby Baptist Medical Center. Major highways such as I-65 and US-280 run through the county, providing easy access to nearby cities. The county is divided into several neighborhoods, each with their own unique charm and character. From the quaint town of Helena to the bustling city of Pelham, there is something for everyone in Shelby County.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Shelby County, AL could greatly benefit from the guidance of a financial advisor in a number of ways. For instance, many people in the area struggle with managing their debt and creating a budget that allows them to save for the future. A financial advisor can help these individuals develop a plan to pay off their debts and create a budget that takes into account their unique financial situation. Additionally, with the cost of living in Shelby County being higher than the national average, it can be difficult for some residents to save for retirement or other long-term financial goals. A financial advisor can help these individuals develop a strategy for investing their money in a way that will help them achieve their goals. Overall, the expertise of a financial advisor can be invaluable for residents of Shelby County who want to improve their financial health and plan for a secure future.

Insurance Broker

Residents of Shelby County, AL can benefit from the services of an insurance broker in a number of ways. For starters, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their specific needs. This is particularly important in Shelby County, which is known for its high rates of severe weather events, including tornadoes and thunderstorms. An insurance broker can help residents ensure that they have adequate coverage for potential damage to their homes or vehicles caused by these weather events. Additionally, an insurance broker can help residents understand their options for health insurance, which is especially important given the rising costs of healthcare in Alabama. Overall, working with an insurance broker can provide Shelby County residents with peace of mind and financial security in the face of unexpected events.

Retirement Planning

Residents of Shelby County, AL could benefit greatly from the services of a retirement planner. With a rapidly growing population and a median age of 39 years old, many individuals in Shelby County are likely thinking about their retirement options. A retirement planner can help them navigate the complexities of retirement planning, such as creating a budget, managing investments, and determining the best time to start taking Social Security benefits. Additionally, Shelby County has a large number of small business owners, and a retirement planner can assist them in creating a plan for their business succession and retirement. Overall, a retirement planner can provide valuable guidance and support for the unique needs of Shelby County residents as they plan for their future.

Wealth Management

Residents of Shelby County, AL could benefit greatly from the services of a wealth manager. With its rapidly growing population and thriving economy, Shelby County presents unique financial challenges for its residents. A skilled wealth manager can help navigate these challenges by providing personalized financial planning and investment strategies tailored to the specific needs of Shelby County residents. For example, a wealth manager can help Shelby County residents plan for retirement, invest in local businesses, and manage their wealth in a tax-efficient manner. With the help of a wealth manager, residents of Shelby County can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Shelby County, AL can benefit greatly from the assistance of a mortgage loan officer. These professionals have extensive knowledge of the local real estate market and can provide guidance on the best mortgage options available. They can also help residents secure financing for their dream homes or investment properties. One specific aspect of Shelby County that a mortgage loan officer can assist with is navigating the unique zoning laws and regulations that vary by municipality. This can be especially helpful for those looking to build or purchase property in areas with specific land use restrictions. Additionally, a mortgage loan officer can provide valuable advice on the home buying process, including negotiating with sellers and understanding the terms of a mortgage agreement. Overall, the expertise of a mortgage loan officer can be invaluable for residents of Shelby County looking to make a real estate investment.

Tax Services

Residents of Shelby County, AL can benefit greatly from the expertise of a tax advisor. With the county's rapidly growing economy and diverse population, navigating the complex tax laws can be a daunting task for many individuals and businesses. A tax advisor can help residents in Shelby County, AL by providing guidance on tax planning, preparation, and filing. They can also assist with identifying tax deductions and credits that may be available to residents, ultimately resulting in reduced tax liability and increased savings. Additionally, with the recent changes in tax laws, a tax advisor can help ensure that residents are compliant with all regulations and avoid any potential penalties. Overall, a tax advisor can provide invaluable assistance to residents of Shelby County, AL in managing their finances and maximizing their tax benefits.

Estate Planning Lawyer

Residents of Shelby County, AL can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Shelby County is by creating a comprehensive estate plan that takes into account the unique laws and regulations of the state. For example, Alabama has specific laws regarding the distribution of property in the event of an individual's death, and an estate planning lawyer can ensure that a resident's assets are distributed according to their wishes and in compliance with state law. Additionally, an estate planning lawyer can help residents of Shelby County with creating a will, trust, power of attorney, and other legal documents that can protect their assets and provide for their loved ones in the event of their passing. By working with an estate planning lawyer, residents of Shelby County can ensure that their wishes are respected and their loved ones are taken care of.

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