Retirement Planning in Birmingham, AL

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Top Retirement Planners in Birmingham, AL

CAPTRUST
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
WA Asset Management
SEC File# 801-60741
CRD# 115332
Location 600 University Park Pl #501, Birmingham, AL 35209, USA
Phone (205) 871-3334
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
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, Alabama is a city in the southeastern United States. It is the most populous city in Alabama with a population of 212,237. The city is the county seat of Jefferson County. Birmingham was founded in 1871 by the Elyton Land Company. The city was named after Birmingham, England, the hometown of one of the company's founders. Birmingham is home to several major landmarks, including Vulcan Park, Kelly Ingram Park, and the Birmingham Civil Rights Institute. The city is also home to several major employers, including Red Diamond, Vulcan Materials Company, and AT&T Alabama. Major highways and streets in Birmingham include I-20, I-59, and US-31. The city's neighborhoods include Forest Park, Southside, and Five Points South.

Other Financial Planning Services for Retirement

Banks and Credit Unions

There are a few key benefits to banking with or credit unions in Birmingham, AL. Perhaps the most obvious benefit is that you have access to more ATMs and branches. This makes it easy to withdraw cash or deposit checks without having to go far. Additionally, many banks and credit unions offer sign-up bonuses for new customers, which can be a great way to save money. Finally, because these institutions are local, they often have a better understanding of the community and what its members need than larger banks do.

Estate Planning Lawyer

If you live in Birmingham, AL, there are a number of reasons why you should work with an estate planning lawyer. One of the most important is that it can help ensure that your wishes are carried out after you die. An estate planning lawyer can help you create a will and other legal documents to make sure that your loved ones receive what you want them to receive. They can also help you plan for the future, by setting up trusts and other arrangements.

Mortgage Loan Officer

If you're a resident of Birmingham, AL and are in the market for a new home, it's important to work with a mortgage loan officer who can help you get the best possible deal on your mortgage. A good loan officer will be able to help you find the right type of mortgage for your needs, and will work hard to get you the best interest rate possible. They'll also be able to help you avoid any potential pitfalls that may come up during the home-buying process. So if you're looking for a new home in Birmingham, AL, be sure to work with a qualified mortgage loan officer.

Wealth Management

Many people in Birmingham, AL are looking for ways to grow their wealth. While there are a number of options available, working with a wealth manager can be one of the best decisions a person can make. Wealth managers have the expertise and experience to help their clients reach their financial goals. They can provide guidance on investment planning, tax strategies, and estate planning. In addition, they can offer advice on how to save for retirement and college expenses. Anyone who is interested in growing their wealth should consider working with a wealth manager in Birmingham, AL.

Financial Advisor

Living in Birmingham, AL can be expensive. Between housing, transportation, and other costs of living, it's important to have a financial advisor to help budget and plan for the future. Financial advisors can provide invaluable insight into investment opportunities and strategies to save money in the long run. Many people are hesitant to work with a financial advisor because they feel they cannot afford it; however, there are many affordable options available, and the benefits of working with an advisor often outweigh the costs.

Insurance Broker

If you live in Birmingham, AL, and are looking for ways to save money on your insurance, you may want to consider working with an insurance broker.Brokers can help you find the best rates on car insurance, homeowners insurance, and health insurance. They can also help you file claims and answer any questions you may have about your policy.If you're looking for a way to save money on your insurance, contact an insurance broker today.

Tax Services

If you live in Birmingham, AL, it's important to work with a tax accountant who can help you understand your tax obligations and ensure that you're taking advantage of all the tax deductions and credits to which you're entitled. A good tax accountant can also help you plan for your future tax liabilities, so you can budget accordingly.

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