Best Financial Advisors in Lee County, AL

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List of Firms

Lee County, AL Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
Location 3320 Skyway Dr Suite 713, Opelika, AL 36801, USA
Phone (334) 887-9866
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 200 S 8th St, Opelika, AL 36801, USA
Phone (334) 745-0100
Directions
Laxson Financial Group
5 out of 5
Location 1461 Gateway Dr, Opelika, AL 36801, USA
Phone (334) 737-5051
Directions
Premier Financial Services
Location 2705 Frederick Rd, Opelika, AL 36801, USA
Phone (334) 737-6081
Directions
Financial Advisors in Lee County, AL

Where Certified Financial Advisors in Lee County, AL Serve

Lee County, located in eastern Alabama, is home to a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Toomer's Corner in downtown Auburn to the beautiful Chewacla State Park, Lee County offers a diverse range of attractions for residents and visitors alike. Some of the top employers in the area include Auburn University, East Alabama Medical Center, and the Auburn-Opelika Robert G. Pitts Airport. These organizations provide a significant amount of jobs and contribute to the local economy. Major highways and streets in Lee County include Interstate 85, US Highway 280, and Alabama State Route 147. These roads provide easy access to neighboring cities and towns, as well as popular destinations within the county. Lee County is also home to several unique neighborhoods, each with its own distinct character and charm. From the historic homes in the Cary Woods district to the modern developments in the Moores Mill area, there is something for everyone in Lee County.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lee County, AL can benefit greatly from the expertise of a financial advisor. One of the most common ways a financial advisor can help is by assisting with retirement planning. Lee County has a large population of retirees, and a financial advisor can help them navigate the complexities of retirement savings and investments. Additionally, with Auburn University located in Lee County, many residents may have student loan debt or be saving for their children's education. A financial advisor can help create a plan to manage debt and save for future education expenses. Overall, a financial advisor can provide valuable guidance to Lee County residents in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Lee County, AL can benefit greatly from the services of an insurance broker. With the county being prone to natural disasters such as tornadoes and floods, an insurance broker can help residents find the right insurance policies to protect their homes and properties. Additionally, an insurance broker can help residents navigate the complex healthcare system by finding the right health insurance plans that fit their individual needs and budgets. Furthermore, with the diverse population of Lee County, an insurance broker can assist non-native English speakers in finding insurance policies that are easy to understand and provide the necessary coverage. Ultimately, an insurance broker can provide peace of mind to residents of Lee County by ensuring that they are adequately covered and protected in the face of unforeseen events.

Retirement Planning

Residents of Lee County, AL can greatly benefit from the services of a retirement planner. Retirement planners can help individuals and families in Lee County navigate the complex financial landscape of retirement planning, including creating a comprehensive retirement plan, managing investments, and minimizing tax liabilities. Specifically, retirement planners in Lee County can help residents take advantage of the state's tax-friendly retirement policies, such as the Alabama Pension Protection Act and the Retirement Income Protection Act, which can provide significant tax savings for retirees. Additionally, retirement planners can help Lee County residents who may be facing unique financial challenges, such as those related to the high cost of healthcare or the impact of natural disasters like the 2019 tornado outbreak. Overall, a retirement planner can provide invaluable guidance and support to help residents of Lee County, AL achieve their retirement goals and enjoy a secure financial future.

Wealth Management

Residents of Lee County, AL could benefit greatly from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager could help is by providing guidance on retirement planning. With Auburn University located in Lee County, many residents are employed in education and may have access to various retirement plans. A wealth manager could help individuals navigate the complexities of these plans and determine the best course of action for their retirement goals. Additionally, with the recent growth in the tech industry in the area, a wealth manager could assist with investment opportunities in this sector. Lee County, AL is a unique area with a diverse population and a wealth manager could provide tailored advice to meet the specific needs of its residents.

Mortgage Loan Officer

Residents of Lee County, AL can benefit greatly from the expertise of a mortgage loan officer. With the cost of living on the rise, many people in the area are in need of financial assistance when it comes to purchasing a home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from choosing the right loan program to finding the best interest rates. They can also provide guidance on how to improve credit scores and increase the chances of loan approval. In a county where the median home value is $183,000, having a trusted mortgage loan officer can make all the difference in achieving the dream of homeownership.

Tax Services

Residents of Lee County, AL can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by providing assistance with tax planning and preparation. This is especially important for residents of Lee County, AL, as the area has a diverse economy with a mix of agriculture, manufacturing, and service industries. A tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific industry or profession, ensuring they are taking advantage of all available deductions and credits. Additionally, a tax advisor can help residents with tax issues related to property ownership, such as determining the best way to structure ownership of rental properties or navigating the tax implications of selling a home. Overall, working with a tax advisor can help residents in Lee County, AL stay compliant with tax laws and maximize their financial well-being.

Estate Planning Lawyer

Residents of Lee County, AL can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their death. This is particularly important in Lee County, which has a large population of retirees and older adults. An estate planning lawyer can also help residents of Lee County with other important legal matters, such as creating a will, setting up trusts, and ensuring that their healthcare wishes are respected in the event of incapacitation. With the help of an experienced estate planning lawyer, residents of Lee County can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

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