Jefferson County, AL Financial Advisors and Resources



Financial Advisor Firms in Jefferson County, AL


HIGHLAND ASSOCIATES INC

Website

(205) 933-8664

2545 Highland Avenue South
Suite 200
Birmingham, AL 35205

SEC#: 801-30248
Years in Business: 34 years

JOHNSON STERLING, INC.

Website

(205) 871-9940

820 Shades Creek Parkway
Suite 3200
Birmingham, AL 35209

SEC#: 801-49811
Years in Business: 26 years

BIRMINGHAM CAPITAL MANAGEMENT CO INC

Website

(205) 967-7062

2 Perimeter Park South
Suite 235-East
Birmingham, AL 35243

SEC#: 801-20170
Years in Business: 37 years

HARBERT FUND ADVISORS, INC.

Website

(205) 987-5500

2100 Third Avenue North, Ste 600

Birmingham, AL 35203

SEC#: 801-55926
Years in Business: 23 years

REGIONS INVESTMENT MANAGEMENT, INC.

Website

(205) 264-7074

1900 5th Avenue North
Sixth Floor
Birmingham, AL 35203

SEC#: 801-27629
Years in Business: 35 years

BONAVENTURE CAPITAL, LLC

Website

(205) 626-9197

820 Shades Creek Pkwy., Ste. 1200

Birmingham, AL 35209

SEC#: 801-64141
Years in Business: 16 years

BHK SECURITIES, LLC

Website

(205) 322-2025

2200 Lakeshore Drive
Suite 250
Birmingham, AL 35209

SEC#: 801-67198
Years in Business: 15 years

BHK INVESTMENT ADVISORS

Website

(205) 322-2025

2200 Lakeshore Drive
Suite 250
Birmingham, AL 35209

SEC#: 801-66669
Years in Business: 15 years

MERIT FUND ADVISORS

Website

(205) 313-4809

2151 Highland Avenue South
Suite 200
Birmingham, AL 35205

SEC#: 801-110773
Years in Business: 4 years


How Retirement-Friendly is Jefferson County, AL?

  • Population: 659,680
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $174,200
  • Average Monthly Housing Cost: $934
  • Average Household Income: $78,812
  • Alabama Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • Alabama Property Tax: 1.41% (Lowest in U.S.)
  • Alabama Individual Income Tax: 1.96% (16th Lowest in U.S.)
  • Alabama Sales and Excise Tax: 4.08% (12th Highest in U.S.)


Jefferson County, AL Financial Advisor FAQs

It is important to determine what services exactly they offer as their portfolio could vary drastically depending on what kinds of services they offers clients right down to individual stocks recommendations or trusts for estate planning purposes for example.
Financial advisors provide guidance on topics like insurance coverage, savings goals, investment strategies, retirement options and more.
A financial advisor is someone that helps clients create plans for personal finance circumstances of either the short term or long term. He or she may provide guidance on money management goals, budgeting, asset allocation, tax optimization, retirement planning and children's education funds.
Financial advisors help people to manage their money, and prevent them from making mistakes which would ultimately lead to financial ruin. They can also help improve the clients' understanding of how they work financially.