Shelby County, AL Financial Advisors and Resources

Financial Advisor Firms in Shelby County, AL



(205) 790-6920

524 Park Lake Lane

Helena, AL 35080

SEC#: 801-119192
Years in Business: 1 years

How Retirement-Friendly is Shelby County, AL?

  • Population: 213,432
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $214,400
  • Average Monthly Housing Cost: $1,121
  • Average Household Income: $100,262
  • 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.)

Shelby County, AL Financial Advisor FAQs

The role of a financial advisor is to help you make good decisions with your money in the short and long term. Financial advisors help provide advice and guidance on how to grow your current savings, create investments for the future, buy investment products like mutual funds or stocks, and prepare for retirement.
Financial advisors typically get paid by a fixed rate, a percentage of the investments they have access to, or a combination of both.
Financial advisors may provide guidance on finance-related issues to consumers who are experiencing financial trouble or who are considering becoming involved in certain risky or speculative activities.
Generally speaking, financial advisors are professionals who offer personalized service in advising on all aspects of your finances.