Wealth Management in Montgomery County, AL

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List of Firms

Montgomery County, AL Wealth Management Firms

Jackson Thornton Asset Management
SEC File# 801-61445
CRD# 116091
Location 200 Commerce St Suite 300, Montgomery, AL 36104, USA
Phone (334) 834-7660
Language http://jt-am.com/
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Longleaf Wealth Management - UBS Financial Services Inc.
Location 4001 Carmichael Rd Suite 400, Montgomery, AL 36106, USA
Phone (334) 260-3879
Language https://advisors.ubs.com/longleaf/?utm_source=Yext&utm_medium=GMB&utm_campaign=172448&y_source=1_MjAwOTY5MDYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Hagen Wealth Management
Location 8116 Old Federal Rd # C, Montgomery, AL 36117, USA
Phone (334) 659-1436
Language https://www.hagenwealth.com/
Directions
Reid Fields - Morgan Stanley
Location 7515 Halcyon Summit Dr Ste 300, Montgomery, AL 36117, USA
Phone (334) 270-2628
Language https://advisor.morganstanley.com/reid.fields?y_source=1_MTg1OTk4OTUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Brett Crawford - UBS Financial Services Inc.
Location 4001 Carmichael Rd Suite 400, Montgomery, AL 36106, USA
Phone (334) 260-3895
Language https://advisors.ubs.com/brett.crawford/?utm_source=Yext&utm_medium=GMB&utm_campaign=158641&y_source=1_MjI3MDU4OTQtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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TrueWealth Advisors, LLC
SEC File# 801-114236
CRD# 298838
Location 1713 Taliaferro Trail, Montgomery, AL 36117, USA
Phone (334) 286-9806
Language http://www.truewealthllc.com/
Directions
Merrill Lynch Wealth Management Advisor Gregory C Pittman
Location 4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, USA
Phone (334) 409-5868
Language https://fa.ml.com/alabama/montgomery/gregory_pittman
Directions
George Russell McCurdy - Morgan Stanley
Location 7515 Halcyon Summit Dr Ste 300, Montgomery, AL 36117, USA
Phone (334) 270-2630
Language https://advisor.morganstanley.com/russell.mccurdy?y_source=1_MTA4MzA3MDktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Moore Wealth Management, Inc.
5 out of 5
Location 7245 Halcyon Summit Dr, Montgomery, AL 36117, USA
Phone (334) 270-1672
Directions
Merrill Lynch Wealth Management Advisor Tracy P. Horne
Location 4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, USA
Phone (334) 409-5821
Language https://fa.ml.com/alabama/montgomery/tracy_horne
Directions
Sprague Stevenson Wealth Advisors
Location 8310 Crossland Loop, Montgomery, AL 36117, USA
Phone (334) 356-7300
Language http://www.spraguestevenson.com/contact
Directions
Glenn Ray - Raymond James
Location 7460 Halcyon Pointe Dr Ste 101, Montgomery, AL 36117, USA
Phone (334) 213-4200
Language https://www.raymondjames.com/glennray
Directions
Fletcher Gibson - Raymond James
Location 8650 Minnie Brown Rd Ste 222, Montgomery, AL 36117, USA
Phone (334) 481-6900
Directions
Wealth Management in Montgomery County, AL

Where Wealth Management Advisors in Montgomery County, AL Serve

Montgomery County, located in the heart of Alabama, is a bustling and vibrant area with a rich history and diverse culture. From the iconic Civil Rights Memorial to the historic Montgomery Zoo, there are plenty of landmarks to explore in this dynamic community. Top employers in the area include Hyundai Motor Manufacturing Alabama, Maxwell Air Force Base, and the Montgomery Public School System. Major highways such as I-65, I-85, and US-231 connect Montgomery County to other parts of the state and beyond, while streets like Dexter Avenue and Court Street are steeped in local history. Neighborhoods like Cloverdale and Old Cloverdale are known for their charming homes and lively entertainment options, while the Eastdale Mall area offers a wide range of shopping and dining experiences. With so much to see and do, Montgomery County is a must-visit destination for anyone looking to experience the best of Alabama.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Montgomery County, AL would benefit from a bank in numerous ways. Firstly, a bank can provide financial education and resources to individuals who may not have access to it otherwise. This is especially important in Montgomery County, where there is a significant wealth gap between different communities. A bank can also offer loans and credit to individuals and small businesses, which can help stimulate the local economy. Additionally, residents can utilize a bank for safe and secure storage of their money, as well as convenient access to ATMs and online banking services. With the ongoing COVID-19 pandemic, many individuals are struggling to make ends meet, and a bank can provide financial relief and support to those in need. Overall, a bank can play a crucial role in improving the financial well-being of residents in Montgomery County, AL.

Insurance Broker

Residents of Montgomery County, AL can greatly benefit from the services of an insurance broker. With a population of over 225,000, Montgomery County is the fourth most populous county in Alabama, and as such, the insurance needs of its residents are diverse and complex. An insurance broker can provide tailored coverage options for Montgomery County residents, taking into account factors such as the high rate of severe weather events in the area, including tornadoes and hurricanes. Additionally, an insurance broker can assist residents in navigating the complex healthcare landscape in Montgomery County, which has a significant population of uninsured and underinsured individuals. By working with an insurance broker, residents of Montgomery County can ensure that they have the coverage they need to protect themselves and their families from unexpected events and emergencies.

Retirement Planning

Residents of Montgomery County, AL can benefit greatly from the services of a retirement planner. With the county's population of over 225,000 people, there are bound to be a significant number of individuals who are nearing retirement age or have already retired. A retirement planner can help these individuals navigate the complexities of retirement planning, including creating a comprehensive financial plan, managing investments, and ensuring that they have enough income to support their desired lifestyle. Additionally, Montgomery County has a large military presence, with both Maxwell Air Force Base and Gunter Annex located in the county. A retirement planner can help military retirees navigate the unique challenges of retirement, such as navigating the complexities of military pensions and benefits. With a retirement planner's guidance, residents of Montgomery County can be confident that they have a solid plan in place to ensure a comfortable retirement.

Financial Advisor

Residents of Montgomery County, AL can benefit greatly from the services of a financial advisor. One of the most common ways that they can be helped is by creating a personalized financial plan that takes into account their unique circumstances. This can include strategies for retirement planning, investment management, debt reduction, and tax optimization. With the high poverty rate in Montgomery County, AL, a financial advisor can also provide guidance on how to manage limited resources and make the most of available financial assistance programs. Additionally, a financial advisor can help residents navigate the complexities of estate planning, including the creation of wills and trusts, which can be especially important in a state like Alabama where intestacy laws can be complicated and vary depending on the circumstances. Overall, a financial advisor can provide invaluable assistance to residents of Montgomery County, AL in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Montgomery County, AL would greatly benefit from the services of a mortgage loan officer. With a population of over 200,000 people, the county is home to a diverse group of individuals with varying financial backgrounds. A mortgage loan officer can assist residents in securing the funds necessary to purchase their dream home, whether it be in the bustling city of Montgomery or the quieter suburbs. Additionally, Montgomery County is home to a large military population due to the presence of Maxwell Air Force Base. A mortgage loan officer can provide specialized assistance to military families, including VA loans and other benefits. With the help of a mortgage loan officer, residents of Montgomery County can navigate the complex world of home buying with confidence and ease.

Tax Services

Residents of Montgomery County, AL can benefit from the guidance and expertise of a tax advisor in a variety of ways. One specific challenge that residents of Montgomery County face is navigating the complex tax laws related to agriculture. With a large portion of the county's economy relying on agriculture, it is crucial for farmers and other agricultural businesses to have a thorough understanding of tax laws related to crop and livestock sales, equipment depreciation, and other relevant deductions. A tax advisor can help these individuals navigate these complex laws and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can assist individuals and businesses in Montgomery County with tax planning, minimizing tax liability, and ensuring compliance with state and federal tax laws. With the help of a tax advisor, residents of Montgomery County can feel confident that they are making informed decisions and maximizing their financial potential.

Estate Planning Lawyer

Residents of Montgomery County, AL can benefit from the expertise of an estate planning lawyer in a variety of ways. For instance, an estate planning lawyer can assist individuals in creating a comprehensive estate plan that encompasses their financial assets, real estate, personal property, and other valuable possessions. Moreover, an estate planning lawyer can help residents of Montgomery County, AL to navigate the complex legal landscape of probate court and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can provide guidance on tax planning strategies that can help residents minimize their tax liabilities and maximize their wealth. With Montgomery County, AL being home to a diverse population with varying financial situations, an estate planning lawyer can provide tailored advice and solutions that meet the unique needs of each individual.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Montgomery County, AL can offer a range of services to help clients manage their wealth effectively. In this county, where the economy is booming, a wealth manager can assist clients in making smart investments that align with their financial goals. They can provide advice on tax planning, estate planning, and retirement planning, and help clients navigate the complexities of the financial markets. With their expertise in asset allocation and risk management, a wealth manager can help clients build a diversified portfolio that maximizes returns while minimizing risks. In addition, they can provide guidance on philanthropic giving and legacy planning, helping clients leave a lasting impact on their community. Overall, a wealth manager in Montgomery County, AL can provide invaluable support to clients looking to secure their financial future in a rapidly growing and dynamic region.

Montgomery County, AL is undoubtedly the best place to get a wealth manager. With its thriving economy and diverse population, Montgomery County offers a wealth of opportunities for those seeking financial advice and management. The county is home to a number of reputable financial institutions and wealth management firms, each staffed by experienced professionals who are well-versed in the intricacies of the local market. What sets Montgomery County apart, however, is its commitment to innovation and growth. From its cutting-edge technology sector to its vibrant arts and culture scene, Montgomery County is a dynamic and forward-thinking community that is always moving forward. For those seeking a wealth manager who can help them navigate the complexities of this exciting and ever-changing landscape, there is no better place to turn than Montgomery County, AL.