Find a Financial Advisor in Morgan County, AL

 

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We did the hard work of finding trustworthy partners in Morgan County, AL.

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We Only Work With The Best Morgan County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Morgan County, AL


  • Financial Advisor Close to Morgan County, AL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Morgan County, AL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Morgan County, AL

We evaluated over 13,000 RIA firms to bring you the best of the best Morgan County financial advisors.
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How Retirement-Friendly is Morgan County, AL?

  • Population: 119,213
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $143,900
  • Average Monthly Housing Cost: $693
  • Average Household Income: $68,318
  • 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.)



The Top Financial Advisor Firms in Morgan County, AL

 

ALLSTATE FINANCIAL ADVISORS, LLC

Website

(256) 350-3400

2119 Westmead Dr Sw

Decatur, AL 35603

SEC#: 801-68510
Years in Business: 14 years

 


Morgan County, AL Financial Advisor FAQs

Those who invest with the assistance of an expert financial advisor often follow a more systematic approach than those who invest alone. Financial advisors' expertise can save you from potential risks and mistakes in the future.
Financial advisors typically charge either a flat fee or an asset-based fee. Financial advisors that charge a flat fee (e.g., 1% of assets) are focused on the task at hand, not on the sale of the products/services that generate fees.
A financial advisor usually brings together knowledge of various areas including economics, insurance products and behavioral finance which he/she employs to work with client's needs to help optimize their wealth.
Financial advising is a complex field that focuses on the financial security and well-being of their clients. A financial advisor, also known as a wealth advisor, typically works with high net worth individuals and families to help protect them from the potential damaging effects of market fluctuations.