Retirement Planning in Montgomery, AL

We did the hard work of finding trustworthy partners in Montgomery, AL. Fill out the form to get connected.

Get Help with Planning for Retirement


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Montgomery, AL

Legacy Advisors, Inc.
SEC File# 801-121038
CRD# 105849
Location 310 Eastdale Cir, Montgomery, AL 36117, USA
Phone (334) 277-4370
Fletcher Gibson - Raymond James
Location 8650 Minnie Brown Rd Ste 222, Montgomery, AL 36117, USA
Phone (334) 481-6900
Lee Jackson - LPL Financial
Location 1067 Woodley Rd Suite B1, Montgomery, AL 36106, USA
Phone (334) 676-2288
WA Asset Management
SEC File# 801-60741
CRD# 115332
Location 3815 Interstate Ct #300, Montgomery, AL 36109, USA
Phone (334) 271-2200
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 – 5:00 PM Saturday: Closed Sunday: Closed
Cindy S Cornette - Financial Advisor, Ameriprise Financial Services, LLC
Location 4121 Carmichael Rd #301, Montgomery, AL 36106, USA
Phone (334) 279-1174
Hagen Wealth Management
Location 8116 Old Federal Rd # C, Montgomery, AL 36117, USA
Phone (334) 659-1436
First Command Financial Advisor - Brad Braithwaite
Location 1343 Carmichael Way, Montgomery, AL 36106, USA
Phone (334) 277-7731
Retirement Planning in Montgomery, AL

About Montgomery, AL for Those Planning to Retire

Montgomery, AL is a city steeped in history and culture. The city is home to many landmarks, including the Alabama State Capitol, the Rosa Parks Museum, and the Dexter Avenue King Memorial Baptist Church. These landmarks serve as reminders of the city's role in the Civil Rights Movement and its significance in American history. In terms of top employers, Montgomery boasts a diverse range of industries, including healthcare, education, and government. Major employers in the city include the Maxwell-Gunter Air Force Base, Hyundai Motor Manufacturing Alabama, and the Montgomery Public School System. The city is also home to several major highways and streets, including Interstate 65, US Route 231, and US Route 80. These highways provide easy access to other major cities in the region, such as Birmingham and Atlanta. Montgomery is divided into several distinct neighborhoods, each with its own unique character.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Montgomery, AL can benefit from a bank in numerous ways. Firstly, a bank can provide them with a safe place to deposit their money. This is particularly important in Montgomery, AL, where the crime rate is higher than the national average. Secondly, a bank can offer loans to residents who need financial assistance. This could be especially helpful for those who are looking to start a business or purchase a home in Montgomery, AL. Thirdly, a bank can provide financial education to residents who may not have had access to this type of information before. This could include teaching them about budgeting, saving, and investing. Lastly, a bank can offer convenient online banking services, which could be particularly helpful for residents who may not have easy access to a physical bank branch. Overall, a bank can play a vital role in improving the financial well-being of residents in Montgomery, AL.

Insurance Broker

Residents of Montgomery, AL could benefit greatly from the services of an insurance broker. With a population of over 200,000, the city is home to a diverse range of people with varying insurance needs. An experienced broker could assist individuals in finding the right insurance policies to protect their homes, cars, and businesses from the unique risks associated with living in Montgomery. For instance, Montgomery is known for its high humidity levels, which can cause damage to homes and vehicles. A broker could help residents find insurance policies that specifically cover these types of damages. Additionally, Montgomery is prone to severe weather, such as tornadoes and hurricanes, which can result in costly damages. A broker could help residents find comprehensive insurance policies that provide adequate coverage for these types of natural disasters. Overall, an insurance broker can help residents of Montgomery, AL navigate the complex world of insurance and find the best policies to protect themselves and their assets.

Wealth Management

Residents of Montgomery, AL can benefit from the expertise of a wealth manager in various ways. One specific aspect that stands out is the city's reliance on government jobs and the military. With Maxwell Air Force Base and the Alabama State Capitol being major employers in the area, residents may need guidance on how to navigate their retirement plans, such as the Thrift Savings Plan (TSP) and the Retirement Systems of Alabama (RSA). A wealth manager can provide personalized solutions to help individuals maximize their retirement savings and ensure they are on track to achieve their financial goals. Additionally, Montgomery's economy is heavily influenced by the healthcare industry, with Baptist Health being the largest employer in the region. A wealth manager can advise residents on how to manage their healthcare expenses and plan for potential long-term care needs. Overall, a wealth manager can provide invaluable guidance to residents of Montgomery, AL, helping them navigate the unique financial landscape of the city.

Financial Advisor

Residents of Montgomery, AL can benefit from the expertise of a financial advisor in several ways. Given the city's diverse economy, which includes a mix of industries such as manufacturing, healthcare, and education, a financial advisor can help individuals navigate the complexities of investing and financial planning. For instance, a financial advisor can help residents of Montgomery, AL make informed decisions about retirement planning, including strategies for maximizing Social Security benefits and creating a diversified portfolio of investments. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and insurance needs, all of which are critical components of a comprehensive financial plan. By working with a financial advisor, residents of Montgomery, AL can feel confident that they are making informed decisions about their financial future and taking steps to achieve their long-term goals.

Mortgage Loan Officer

Residents of Montgomery, AL would greatly benefit from the expertise and assistance of a mortgage loan officer. Firstly, with the city's rich history and diverse culture, residents may require specialized knowledge on the various mortgage options available to them. Additionally, as Montgomery is home to many military families, a mortgage loan officer can provide guidance on VA loans and other military-specific programs. Furthermore, with the city's growing economy and burgeoning real estate market, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and securing their dream home. In short, a mortgage loan officer can provide invaluable assistance to the residents of Montgomery, AL, ensuring they make informed decisions and achieve their homeownership goals.

Tax Services

Residents of Montgomery, AL can benefit from a tax advisor in several ways. Firstly, Montgomery is home to a diverse range of industries, from healthcare to manufacturing, which means that residents may have complex tax situations that require expert advice. A tax advisor can help residents navigate the intricacies of tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, Montgomery has a large military presence, with Maxwell Air Force Base and Gunter Annex located in the city. Military personnel and their families may require specialized tax guidance, such as understanding the tax implications of military pay and benefits. A tax advisor can provide tailored advice to help military personnel and their families optimize their tax situation. Finally, Montgomery is home to several historic districts, such as Old Cloverdale and Cottage Hill, which may have unique tax considerations for homeowners. A tax advisor can help homeowners in these districts understand any tax incentives or credits that may be available to them.

Estate Planning Lawyer

Residents of Montgomery, AL can benefit greatly from the assistance of an estate planning lawyer. These legal professionals can provide guidance and support in a variety of ways, including helping individuals create wills and trusts, establishing power of attorney, and developing plans for long-term care. One specific aspect of Montgomery, AL that estate planning lawyers may need to consider is the state's unique laws regarding property ownership. Alabama is one of only a few states that recognizes tenancy in common, which can complicate matters when it comes to dividing property among heirs. Additionally, estate planning lawyers in Montgomery, AL may need to navigate complex tax laws and regulations in order to help their clients minimize tax liabilities and ensure that their assets are distributed according to their wishes. Overall, the expertise of an estate planning lawyer can be invaluable in helping Montgomery, AL residents protect their assets and plan for the future.

Montgomery, AL Financial Resources

Montgomery, AL Chamber of Commerce

Montgomery, AL City Hall

Montgomery, AL Public Library


Retirement Income Planning FAQs