Montgomery County, AL Financial Advisors and Resources



Financial Advisor Firms in Montgomery County, AL


TUCKER FINANCIAL GROUP

Website

(334) 277-0500

254 Winton Blount Loop

Montgomery, AL 36117

SEC#: 801-118704
Years in Business: 1 years

MCDONALD & HAGEN WEALTH MANAGEMENT

Website

(334) 387-0094

350 Leavell Circle

Montgomery, AL 36117

SEC#: 801-107431
Years in Business: 5 years

JACKSON THORNTON ASSET MANAGEMENT, LLC

Website

(334) 834-7660

200 Commerce Street

Montgomery, AL 36104

SEC#: 801-61445
Years in Business: 19 years

WARREN AVERETT ASSET MANAGEMENT, LLC

Website

(334) 271-2200

3815 Interstate Court

Montgomery, AL 36109

SEC#: 801-60741
Years in Business: 19 years

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Website

(334) 213-1600

7460 Halcyon Point Drive
Suite 100
Montgomery, AL 36117

SEC#: 801-10746
Years in Business: 46 years

TRUEWEALTH ADVISORS, LLC

Website

(334) 286-9806

1713 Taliaferro Trail

Montgomery, AL 36117

SEC#: 801-114236
Years in Business: 2 years

CAPFINANCIAL PARTNERS, LLC

Website

(334) 272-1192

One Commerce Street
Suite 800
Montgomery, AL 36104

SEC#: 801-62193
Years in Business: 18 years

CAPFINANCIAL PARTNERS, LLC

Website

(334) 272-1192

One Commerce Street
Suite 800
Montgomery, AL 36104

SEC#: 801-62193
Years in Business: 18 years

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Website

(334) 213-1600

7460 Halcyon Point Drive
Suite 100
Montgomery, AL 36117

SEC#: 801-10746
Years in Business: 46 years


How Retirement-Friendly is Montgomery County, AL?

  • Population: 226,941
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $137,300
  • Average Monthly Housing Cost: $885
  • Average Household Income: $70,975
  • 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.)


Montgomery County, AL Financial Advisor FAQs

A financial advisor can help you with investments that align with your goals and life stage, as well as work on a plan to be rolled into an IRA or pension.
There are two ways that advisors get paid. The first is by charging an hourly rate for services rendered. The second pay method is called a commission — usually 5%.
A financial advisor's role includes assessing one's entire portfolio of investments, managing risk exposure according to an individual’s long-term goals and objectives, and determining the most efficient way for investments to be passed on to heirs.
Financial advisors work with individuals or families to help them navigate personal finances. They may handle things like tax planning, retirement planning, etc.