Lee County, AL Financial Advisors and Resources

Financial Advisor Firms in Lee County, AL



(206) 623-6722

1635 Creekstone Drive

Opelika, AL 36804

SEC#: 801-80446
Years in Business: 7 years

How Retirement-Friendly is Lee County, AL?

  • Population: 161,152
  • % of Population 62 Years and Over: 14.8%
  • Average Home Value: $182,800
  • Average Monthly Housing Cost: $870
  • Average Household Income: $71,547
  • 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.)

Lee County, AL Financial Advisor FAQs

A financial advisor should be knowledgeable in the areas of saving and investing. Professional qualifications to look for when choosing a financial advisor are usually an MBA, CFA designation, or both.
Financial advisors recommend and implement strategies for investing and managing assets, liabilities, taxes, and more.
A financial advisor advises people on how to make the best investments for their needs. They offer advice on things like retirement planning or education funding, and also try to help with an individual's budgeting needs.
A financial advisor can give people a better perspective and serve as a sounding board and objective opinion about their personal finances during what many consider to be one of life's most intense times: planning for retirement.