Retirement Planning in Birmingham, AL

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List of Firms

Top Retirement Planners in Birmingham, AL

Bridgeworth Wealth Management
SEC File# 801-76956
CRD# 164100
5 out of 5
Location 101 25th St N suite 100, Birmingham, AL 35203, USA
Phone (205) 208-8700
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 – 3:00 PM Saturday: Closed Sunday: Closed
WA Asset Management
SEC File# 801-60741
CRD# 115332
Location 600 University Park Pl #501, Birmingham, AL 35209, USA
Phone (205) 871-3334
SEC File# 801-62193
CRD# 175112
Location 2614 19th St S, Birmingham, AL 35209, USA
Phone (205) 949-6040
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 – 4:00 PM Saturday: Closed Sunday: Closed
Sam Dayhood - Raymond James
Location 850 Corporate Pkwy, Birmingham, AL 35242, USA
Phone (205) 578-3186
MavenCross Wealth Advisors - 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
Retirement Planning in Birmingham, AL

About Birmingham, AL for Those Planning to Retire

Birmingham, AL is a vibrant city with a rich history and an array of landmarks that showcase its cultural significance. From the iconic Vulcan statue to the historic 16th Street Baptist Church, there is no shortage of sites to explore. The city is also home to top employers such as Regions Financial Corporation and the University of Alabama at Birmingham, which provide ample job opportunities for residents. Major highways and streets like I-20, I-65, and Highway 280 make getting around the city a breeze. The neighborhoods in Birmingham are diverse and unique, each with its own character and charm. Whether you're looking for a trendy spot in Avondale or a more suburban feel in Hoover, there's something for everyone in this bustling city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Birmingham, AL is a bustling city with a diverse population, and banks play a crucial role in helping its residents achieve their financial goals. One of the most common ways that banks can assist people in Birmingham is by providing access to affordable credit. This is especially important for those who may have limited financial resources or who are facing unexpected expenses, such as medical bills or car repairs. Additionally, banks can help residents in Birmingham save for the future by offering a range of savings accounts and investment options. With the city's growing economy and vibrant cultural scene, there are many opportunities for residents to build wealth and achieve financial stability, and banks can provide the tools and resources needed to make this possible. Whether it's through loans, savings accounts, or other financial products and services, banks can help residents of Birmingham navigate the complex world of finance and achieve their goals.

Insurance Broker

Residents of Birmingham, AL could greatly benefit from the services of an insurance broker. With the city's high risk of severe weather, including tornadoes and hailstorms, having comprehensive coverage for property damage is crucial. Additionally, Birmingham has a high rate of uninsured drivers, making it imperative for residents to have adequate auto insurance. An insurance broker can help navigate the complex world of insurance policies and find the best coverage options for individuals and families in Birmingham. They can also assist with finding affordable health insurance, which is particularly important in a city with a high poverty rate and limited access to healthcare. Overall, an insurance broker can provide peace of mind and protection for residents of Birmingham in the face of potential financial hardships.

Wealth Management

Residents of Birmingham, AL can benefit greatly from the services of a wealth manager. With its thriving economy and growing population, Birmingham offers plenty of opportunities for wealth creation. However, managing wealth can be complex and time-consuming, and many people may not have the expertise or experience to make the most of their assets. A wealth manager can help Birmingham residents navigate the complexities of financial planning, investments, and tax strategies. They can also provide guidance on retirement planning, estate planning, and risk management. Furthermore, with Birmingham's unique blend of urban and suburban areas, a wealth manager can tailor their services to meet the needs of residents in different parts of the city, whether they are young professionals building their careers or retirees looking to preserve their wealth for future generations.

Financial Advisor

Residents of Birmingham, AL could greatly benefit from the guidance of a financial advisor in several ways. With the city's diverse economy, which includes industries such as healthcare, banking, and manufacturing, a financial advisor can help residents navigate the complexities of investing in different sectors. Additionally, Birmingham has a relatively high poverty rate, which means that many residents may not have access to financial resources or education. A financial advisor can provide valuable advice on budgeting, debt management, and saving for retirement. Furthermore, with Birmingham being a hub for higher education, many residents may have student loans or other educational debt. A financial advisor can help develop a plan for paying off these loans while still meeting other financial goals. Overall, a financial advisor can provide much-needed support and guidance to residents of Birmingham, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Birmingham, AL could greatly benefit from the expertise of a mortgage loan officer. With the city's rich history of steel production and manufacturing, many residents have stable jobs in these industries but may not have the upfront funds to purchase a home. A mortgage loan officer can provide guidance on the various loan options available, including those specifically tailored to first-time homebuyers or those with less-than-perfect credit. Additionally, with Birmingham's diverse neighborhoods and varying home prices, a mortgage loan officer can assist in finding the right loan amount for each individual's unique situation. From the bustling downtown area to the more suburban outskirts, a mortgage loan officer can help residents of Birmingham achieve their dream of homeownership.

Tax Services

Residents of Birmingham, AL can be helped by a tax advisor in a myriad of ways. Firstly, tax advisors can help individuals navigate the complex tax laws and regulations in Birmingham, AL, ensuring that they are in compliance with all the applicable tax laws. Additionally, tax advisors can assist residents in maximizing their tax deductions and credits, thereby reducing their tax liability. Furthermore, tax advisors can provide guidance on estate planning, retirement planning, and investment strategies, all of which can have significant tax implications. Moreover, tax advisors can assist small business owners in Birmingham, AL in understanding their tax obligations, filing their tax returns, and minimizing their tax liability. Overall, a tax advisor can provide valuable insights and advice to residents of Birmingham, AL, helping them to make informed decisions about their finances and taxes.

Estate Planning Lawyer

Residents of Birmingham, AL can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Birmingham ensure that their assets are distributed according to their wishes after their death. This is particularly important in Birmingham, as the city has a rich history and many residents may have valuable heirlooms or property that they want to pass on to their loved ones. Additionally, an estate planning lawyer can help residents of Birmingham minimize their tax liability and protect their assets from creditors. This is especially important in a city like Birmingham, which has a thriving business community and a large number of entrepreneurs who may face legal challenges. Finally, an estate planning lawyer can help residents of Birmingham plan for incapacity, ensuring that they have a trusted individual who can make decisions on their behalf if they become unable to do so themselves.

Birmingham, AL Financial Resources

Birmingham, AL Chamber of Commerce

Birmingham, AL City Hall

Birmingham, AL Public Library


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