Wealth Management in Montgomery, AL

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List of Firms

Montgomery, AL Wealth Management Firms

SEC File# 801-119566
CRD# 309790
5 out of 5
Location 575 S Lawrence St, Montgomery, AL 36104, USA
Phone (334) 230-9676
SEC File# 801-61445
CRD# 116091
Location 200 Commerce St Suite 300, Montgomery, AL 36104, USA
Phone (334) 834-7660
Moore Wealth Management, Inc.
5 out of 5
Location 7245 Halcyon Summit Dr, Montgomery, AL 36117, USA
Phone (334) 270-1672
Merrill Lynch Wealth Management Advisor Jacob J. Ray
Location 4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, USA
Phone (334) 409-5834
Wealth Management in Montgomery, AL

Where Wealth Management Advisors in Montgomery, AL Serve

Montgomery, the capital city of Alabama, is a vibrant hub of culture, history, and commerce. It is home to numerous landmarks, including the Alabama State Capitol, the Rosa Parks Museum, and the Dexter Avenue Baptist Church. These sites are a testament to the city's rich civil rights history and its pivotal role in shaping the nation. Montgomery is also a thriving business center, with top employers like Hyundai Motor Manufacturing, Maxwell Air Force Base, and the Montgomery Public Schools. These companies provide a diverse range of job opportunities for the city's residents. The city is well-connected by major highways and streets, such as Interstate 65, US Highway 231, and the Eastern Boulevard. These thoroughfares allow for easy access to other parts of the state and the country. Montgomery is divided into several neighborhoods, each with its own unique character and charm. From the historic homes of Old Cloverdale to the trendy shops and restaurants of the downtown area, there is something for everyone in this bustling city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Montgomery, AL would greatly benefit from the services offered by a bank. One specific way a bank could help the community is by providing financial education and resources to those who may not have access to them. Montgomery has a poverty rate of 20.6%, which is higher than the national average. Many people in the community may not have had the opportunity to learn about financial planning and management. A bank could offer workshops and seminars on topics such as budgeting, saving, and investing. Additionally, a bank could provide loans to small businesses in the area, stimulating economic growth and creating job opportunities. Overall, a bank could play a crucial role in improving the financial well-being of the residents of Montgomery, AL.

Insurance Broker

Residents of Montgomery, AL could benefit greatly from the services of an insurance broker. With its high humidity and frequent thunderstorms, Montgomery is prone to water damage and flooding. An insurance broker can help residents find policies that specifically cover these types of damages, ensuring that they are protected in the event of a natural disaster. Additionally, Montgomery has a large military presence, with both Maxwell Air Force Base and Gunter Annex located in the city. Insurance brokers can help military families navigate the complexities of insurance policies and find coverage that meets their unique needs. Finally, Montgomery is home to a large number of small businesses. Insurance brokers can help these businesses find affordable policies that provide adequate coverage for liability, property damage, and other potential risks. Overall, an insurance broker can be an invaluable resource for residents of Montgomery, AL, helping them protect their homes, families, and businesses from unforeseen events.

Retirement Planning

Residents of Montgomery, AL can benefit greatly from the expertise of a retirement planner. With the city's high poverty rate and limited job opportunities, many residents may struggle to save for retirement. A retirement planner can help individuals create a personalized plan that takes into account their unique financial situation, goals, and timeline. They can also provide guidance on investment strategies, tax planning, and Social Security benefits. Furthermore, a retirement planner can assist with estate planning and ensuring that beneficiaries are properly designated. With the complexity of retirement planning, having a professional to guide and support residents of Montgomery, AL can provide peace of mind and a sense of security for their future.

Financial Advisor

Residents of Montgomery, AL can benefit from the services of a financial advisor in numerous ways. One of the most common ways is by helping them plan for retirement. With the average life expectancy of 75.4 years in Montgomery, AL, it is crucial for residents to have a solid retirement plan in place. A financial advisor can assist in creating a retirement plan that takes into account the cost of living in Montgomery, AL, which is 7% lower than the national average. Additionally, a financial advisor can help residents manage their debt, including student loans, which can be a significant burden for many in Montgomery, AL. Furthermore, a financial advisor can provide guidance on investing in the local economy and businesses, which can help stimulate economic growth in the community. Overall, a financial advisor can offer valuable assistance to residents of Montgomery, AL in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Montgomery, AL can benefit greatly from the services of a mortgage loan officer. These professionals can assist with various aspects of the home buying process, including pre-approvals, loan applications, and interest rate negotiations. In a city like Montgomery, where the median home value is around $120,000, having a mortgage loan officer on your side can make all the difference in securing the home of your dreams. Additionally, these experts can provide guidance on the various local and state programs available to first-time homebuyers, such as down payment assistance and tax credits. With the help of a skilled mortgage loan officer, residents of Montgomery can navigate the often complex and confusing world of home buying with confidence and ease.

Tax Services

Residents of Montgomery, AL can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in Montgomery, AL, which can be overwhelming for many individuals. Additionally, a tax advisor can assist residents in minimizing their tax liability by identifying tax deductions and credits that are unique to Montgomery, AL. For example, Montgomery, AL has several tax incentives for small businesses, such as the Montgomery Small Business Incentive Program, which offers tax breaks to eligible businesses. Furthermore, a tax advisor can help residents with tax planning and preparation, ensuring that they file accurate and timely tax returns and avoid penalties and fines. With the help of a tax advisor, residents of Montgomery, AL can make informed decisions about their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Montgomery, AL could benefit from the services of an estate planning lawyer in a number of ways. One specific way is through the creation of a comprehensive estate plan that takes into account the unique tax laws and regulations of the state of Alabama. An experienced estate planning lawyer can help residents of Montgomery navigate the complexities of estate planning by providing guidance on topics such as wills, trusts, and probate. Additionally, an estate planning lawyer can assist with the preparation of important legal documents such as powers of attorney and advance directives, which can be crucial in the event of incapacity or illness. In short, an estate planning lawyer can help residents of Montgomery, AL protect their assets, ensure their wishes are carried out, and provide peace of mind for themselves and their loved ones.

Montgomery, AL Financial Resources

Montgomery, AL Chamber of Commerce


Montgomery, AL City Hall


Montgomery, AL Public Library



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