Retirement Planning in Daphne, AL

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List of Firms

Top Retirement Planners in Daphne, AL

Gantt Financial Advisors, LLC
Location 9086 Merritt Ln C, Daphne, AL 36526, USA
Phone (251) 214-2617
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 2535 US-98, Daphne, AL 36526, USA
Phone (251) 621-9300
River Bank & Trust
Location 1301 US-98, Daphne, AL 36526, USA
Phone (251) 626-7790
Morgan Stanley
SEC File# 801-118877
CRD# 309263
Location 7530 Parker Rd STE: 100, Fairhope, AL 36532, USA
Phone (251) 990-2935
Horizon Financial
SEC File# 801-113778
CRD# 158798
Location #1 Timber Way #100, Daphne, AL 36526, USA
Phone (251) 625-2220
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Safe Harbor Financial Services
4 out of 5
Location 9056 Merritt Ln, Daphne, AL 36526, USA
Phone (251) 625-1226
Care Financial
Location 19973 AL-181 suite a, Fairhope, AL 36532, USA
Phone (251) 633-7122
Strategic Wealth Specialists
5 out of 5
Location 915-B Plantation Blvd, Fairhope, AL 36532, USA
Phone (251) 472-4400
OneMain Financial
3 out of 5
Location 1410 US-98 STE F, Daphne, AL 36526, USA
Phone (251) 626-6961
Gulf Coast Financial Advisors
Location 413 Johnson Ave, Daphne, AL 36526, USA
Phone (251) 327-2124
Edward Jones - Financial Advisor: Chip Fisher
Location 1745 Main St Suite A, Daphne, AL 36526, USA
Phone (251) 626-7719
Retirement Planning in Daphne, AL

About Daphne, AL for Those Planning to Retire

Daphne, AL is a charming city located in Baldwin County, Alabama. This picturesque city boasts an array of landmarks, including the beautiful Bayfront Park, the historic Daphne Museum, and the scenic Lake Forest Yacht Club. The top employers in Daphne are comprised of a diverse mix of industries, including healthcare, education, and retail. Major highways and streets in the area include Interstate 10, US Route 98, and County Road 64. Daphne is home to several distinct neighborhoods, each with its own unique character and charm. From the quaint cottages of Old Daphne to the luxurious estates of Timbercreek, there is something for everyone in this vibrant and bustling city.

Other Financial Planning Services for Retirement

Banks and Credit Unions

As a bustling city in the heart of Baldwin County, Daphne, AL is home to a diverse population with varying financial needs. A bank can assist residents in a plethora of ways, from providing loans for new homes and vehicles, to offering credit cards and checking accounts for everyday transactions. Additionally, banks can help Daphne residents save for the future through investment opportunities and retirement accounts. With its proximity to the Gulf of Mexico, many Daphne residents may also benefit from specialized banking services for marine industries, such as boat loans and insurance. Furthermore, banks in Daphne can assist small business owners with loans and financial advice to help them grow and thrive in the local economy. Overall, a bank in Daphne, AL can provide invaluable support and financial stability to residents, businesses, and the community as a whole.

Insurance Broker

Residents of Daphne, AL can benefit from the services of an insurance broker in many ways. For instance, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their needs. This is particularly important in Daphne, AL, where the weather can be unpredictable and severe storms are not uncommon. An insurance broker can help residents find policies that cover damage from hurricanes, tornadoes, and other natural disasters, as well as protect them from other risks, such as theft or accidents. Additionally, an insurance broker can help residents save money by finding policies with the best rates and discounts. With the help of an insurance broker, residents of Daphne, AL can have peace of mind knowing that they are protected from the unexpected.

Wealth Management

Residents of Daphne, AL could benefit greatly from the services of a wealth manager. With its prime location on the eastern shore of Mobile Bay, Daphne is a thriving community that attracts a diverse population of individuals and families. A wealth manager could assist residents in navigating the complexities of financial planning, including investment strategies, tax planning, and retirement planning. With the Gulf of Mexico just a short drive away, many residents of Daphne are involved in the fishing and boating industries, which can present unique financial challenges. A wealth manager could provide guidance on managing income fluctuations and planning for the long-term financial stability of these individuals and their families. Additionally, Daphne is home to many retirees who have relocated to the area for its mild climate and coastal lifestyle. A wealth manager could help these retirees maximize their retirement savings and plan for the potential costs of long-term care.

Financial Advisor

Residents of Daphne, AL can benefit greatly from the services of a financial advisor. One specific way that a financial advisor can help is by providing guidance on how to navigate the unique tax laws and regulations in Alabama. Daphne, located in Baldwin County, has a sales tax rate of 5%, which is higher than the state average of 4%. Additionally, property taxes in Baldwin County are higher than the state average. A financial advisor can assist residents in understanding these tax laws and regulations, as well as provide strategies for minimizing tax liabilities. Furthermore, a financial advisor can help residents with retirement planning, investment management, and debt management, among other financial concerns. With the help of a financial advisor, residents of Daphne can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Daphne, AL can greatly benefit from the services of a mortgage loan officer. These professionals can assist in the process of purchasing a home, refinancing an existing mortgage, or obtaining a home equity loan. Given the unique geography of Daphne, which is located on the eastern shore of Mobile Bay, there are a number of factors that can impact the local housing market. For example, proximity to the water can influence property values, as can the presence of local schools, parks, and other amenities. A mortgage loan officer can help residents navigate these complexities, identifying the best mortgage products and rates to meet their individual needs. Additionally, they can provide guidance on the various costs associated with homeownership, such as property taxes, insurance, and maintenance, helping residents make informed decisions about their investments.

Tax Services

Residents of Daphne, AL could benefit from the expertise of a tax advisor in several ways. One particular aspect that makes Daphne unique is its growing population, which has led to an increase in business and job opportunities. As a result, tax laws and regulations are constantly evolving, and a tax advisor can help residents stay up-to-date on the latest changes. Additionally, many residents in Daphne own property, and a tax advisor can provide guidance on property tax deductions and exemptions. For those who are self-employed or own small businesses, a tax advisor can assist with tax planning and strategies to minimize tax liability. Furthermore, a tax advisor can provide advice on retirement planning, including contributions to 401(k) plans and individual retirement accounts (IRAs). Overall, a tax advisor can help residents of Daphne navigate the complex tax system and ensure they are taking advantage of all available deductions and credits.

Estate Planning Lawyer

Residents of Daphne, AL can benefit from the expertise of an estate planning lawyer in several ways. Firstly, the lawyer can assist with the creation of wills and trusts, which are essential tools for ensuring that one's assets are distributed according to their wishes after they pass away. Additionally, the lawyer can provide guidance on tax planning strategies, such as setting up charitable trusts or gifting assets to family members. Furthermore, Daphne, AL is a coastal city that is prone to natural disasters such as hurricanes, and an estate planning lawyer can help residents prepare for these events by creating emergency plans and protecting their assets from potential damage. Overall, an estate planning lawyer can provide invaluable support to residents of Daphne, AL by helping them plan for the future and protect their loved ones and assets.


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