Best Financial Advisors in Shelby County, AL

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Shelby County, AL Fiduciary Financial Advisors

Jeff Roberts - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 31 Inverness Center Pkwy Ste 550, Birmingham, AL 35242, USA
Phone (205) 313-9150
Legacy Advisory Group

5 out of 5

Location 36 Manning Pl Suite 200, Birmingham, AL 35242, USA
Phone (205) 991-5017
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
Edward Jones
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
Vision Financial Group Inc
SEC File# 801-56010
CRD# 15708

5 out of 5

Location 4505 Pine Tree Cir, Vestavia Hills, AL 35243, USA
Phone (205) 970-4909
Scott Pruitt - Financial Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 1022 Edenton St, Birmingham, AL 35242, USA
Phone (205) 983-6401
PS & G Financial Partners | Alabama

4 out of 5

Location 1 Perimeter Park S #100s, Birmingham, AL 35243, USA
Phone (205) 776-6651
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About Shelby County, AL

Shelby County is a county located in the state of Alabama. The county seat is Columbiana. The county has a population of 198,821 and a total area of 1,078 square miles. Major highways and streets in Shelby County include Interstate 65, U.S. Highway 31, and Alabama State Route 25. Some of the major employers in Shelby County include Honda Manufacturing of Alabama, BF Goodrich Company, and JBS USA Holdings, Inc. Some of the neighborhoods in Shelby County include Calera, Chelsea, Columbiana, and Montevallo.

Where Certified Financial Advisors in Shelby County, AL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Shelby County, Alabama is a rural county located in the central part of the state. The county has a population of about 195,000 and is home to the city of Columbiana. Shelby County is best known for its agriculture and forestry industries. The county also has a number of small businesses and banks that serve its residents.The largest bank in Shelby County is First Bank of Alabama, which has branches in Columbiana, Montevallo, Alabaster, Pelham, and Helena. First Bank offers a full range of banking services to its customers, including checking and savings accounts, loans, mortgages, and credit cards. The bank also offers online banking and mobile banking services to its customers.Other banks in Shelby County include Regions Bank, BBVA Compass Bank, Trustmark National Bank, Cadence Bank N.A., and Woodforest National Bank. These banks offer similar services as First Bank and also have online and mobile banking platforms.

Insurance Broker

Residents of Shelby County, AL can benefit from the services of insurance brokers. Brokers can help residents find the best rates on car insurance, health insurance, and homeowners insurance. They can also help residents file claims and get their money back quickly after a disaster.

Retirement Planning

Shelby County, AL is a great place to retire, with plenty of sun and warm weather year-round. However, making the most of your retirement years requires some careful planning. That's where financial advisors come in. They can help you assess your finances, set realistic goals for retirement, and create a plan to achieve them.

Wealth Management

Shelby County, Alabama is one of the poorest counties in the United States. According to a report by, the median household income in Shelby County was just $36,719 in 2016. That's well below the national median of $55,322. And it's even worse when you consider that the cost of living in Shelby County is significantly higher than the national average.This means that many residents of Shelby County are struggling to make ends meet. They don't have enough money to save for retirement or cover unexpected expenses. This can be especially tough if they get sick or lose their job.Fortunately, there is a solution: wealth management services. Wealth management firms can help residents of Shelby County save for retirement and cover unexpected expenses. They can also help residents invest their money wisely and protect it from volatility in the stock market.

Estate Planning Lawyer

Estate planning lawyers in Shelby County, AL can help residents protect their assets and plan for the future. Planning ahead is essential for anyone, but it's especially important for those with children or other dependents. An estate planning lawyer can help you create a will, power of attorney, and other documents that will ensure your loved ones are taken care of after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Shelby County, AL can help residents by providing them with information about the different types of mortgages available. They can also help residents apply for mortgages, and they can answer any questions that residents may have about mortgages. Mortgage loan officers can also help residents find the best mortgage rates available.

Tax Services

Tax accountants in Shelby County, AL can help residents with a variety of tax services. These services include preparing and filing tax returns, as well as providing advice on how to reduce taxes and save money. In addition, tax accountants can help taxpayers resolve any disputes with the IRS.


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