Tuscaloosa, AL Financial Advisors and Resources



Financial Advisor Firms in Tuscaloosa, AL


JMF CAPSTONE WEALTH MANAGEMENT

Website

(205) 349-2050

2200 Jack Warner Parkway, Ne
Suite 300
Tuscaloosa, AL 35401

SEC#: 801-107846
Years in Business: 5 years

SA STONE INVESTMENT ADVISORS INC.

Website

(205) 345-9733

1300 Mcfarland Blvd. Ne
Suite 125
Tuscaloosa, AL 35406

SEC#: 801-80747
Years in Business: 6 years

SA STONE INVESTMENT ADVISORS INC.

Website

(205) 345-9733

1300 Mcfarland Blvd. Ne
Suite 125
Tuscaloosa, AL 35406

SEC#: 801-80747
Years in Business: 6 years

HUNTER LEWIS LLC

Website

(205) 792-9440

3224 Harbor Ridge Way

Tuscaloosa, AL 35406

SEC#: 801-117308
Years in Business: 2 years

HUNTER LEWIS LLC

Website

(205) 792-9440

3224 Harbor Ridge Way

Tuscaloosa, AL 35406

SEC#: 801-117308
Years in Business: 2 years


How Retirement-Friendly is Tuscaloosa, AL?

  • Population: 99,390
  • % of Population 62 Years and Over: 15.5%
  • Average Home Value: $184,900
  • Average Monthly Housing Cost: $895
  • Average Household Income: $68,837
  • 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.)


Tuscaloosa, AL Financial Advisor FAQs

A financial advisor helps clients develop and implement their long-term saving, investing, and retirement plans. Typically this includes determining what type of investments are appropriate based on your financial goals or risk tolerance.
Financial advisors are a great way to make money management more convenient, but not all advisors will suit your individual needs.
The easiest way to find a financial advisor is to ask your friends and family for recommendations. If they do not have any, you can also use online resources such as the Financial Industry Regulatory Authority (FINRA) or the Securities and Exchange Commission (SEC).
Financial advisors also come in different packages and at different price points. A good starting point when choosing a financial advisor is to determine the services and tools you need so that you can work with professionals who will fit within your budget.