Wealth Management in Shelby County, AL

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List of Firms

Shelby County, AL Wealth Management Firms

OneAscent Wealth Management
SEC File# 801-118682
CRD# 308057
5 out of 5
Location 23 Inverness Center Pkwy Suite A, Birmingham, AL 35242, USA
Phone (205) 313-9142
BCR Wealth Strategies
SEC File# 801-61015
CRD# 119670
4 out of 5
Location 1952 Urban Center Pkwy, Vestavia Hills, AL 35242, USA
Phone (205) 298-1234
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Double Oak Wealth Management Group - Morgan Stanley
Location 3500 Colonnade Pkwy Suite 200, Birmingham, AL 35243, USA
Phone (205) 969-7000
Kelley & Mullis Wealth Management
5 out of 5
Location 2008 Stonegate Trail #112, Vestavia Hills, AL 35242, USA
Phone (205) 733-8006
Asset Management Services LLP
Location 2205 Cahaba Valley Dr, Birmingham, AL 35242, USA
Phone (205) 408-9596
Accelerated Wealth
SEC File# 801-108636
CRD# 170022
Location 2290 Valleydale Rd #202, Birmingham, AL 35244, USA
Phone (205) 795-2013
Timberchase Financial, LLC
SEC File# 801-119050
CRD# 131205
5 out of 5
Location 31 Inverness Center Pkwy Suite 100, Birmingham, AL 35242, USA
Phone (205) 980-7118
Garrett, Perkins & Associates - Ameriprise Financial Services, LLC
5 out of 5
Location 5120 Selkirk Dr Ste 200, Birmingham, AL 35242, USA
Phone (205) 313-9153
Merrill Lynch Wealth Management Advisor Chad J. Richey
5 out of 5
Location 100 Grandview Pl 2nd floor, Birmingham, AL 35243, USA
Phone (205) 298-7467
Stonebridge Advisors, LLC
Location 1800 Providence Park STE 250, Birmingham, AL 35242, USA
Phone (205) 994-2300
Wealth Management in Shelby County, AL

Where Wealth Management Advisors in Shelby County, AL Serve

Shelby County is located in the central part of Alabama. The county seat is Columbiana. The top employers in the area are the University of Alabama at Birmingham, Baptist Health System, and Vulcan Materials Company. Major highways and streets in the area include Interstate 65 and U.S. Highway 31. Some neighborhoods in Shelby County include Alabaster, Calera, Chelsea, Helena, Hoover, Indian Springs Village, Montevallo, Pelham, and Vestavia Hills.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Shelby County, AL provide a variety of services to their customers. These services include, but are not limited to, checking and savings accounts, loans, mortgages, and credit cards. In addition to these products and services, banks offer their customers a number of conveniences, such as online banking and ATM machines. Furthermore, banks work with their customers to help them achieve their financial goals.

Retirement Planning

If you're nearing retirement age and are looking for some sound advice, you'll want to check out the options for retirement planning in Shelby County, AL. There are a variety of different strategies that can help you make the most of your golden years, and it's important to consult with an expert who can help you find the best plan for your unique situation. Whether you're looking for a traditional IRA or something more creative, there's sure to be a solution that fits your needs. Reach out to a retirement planner today to get started.

Tax Services

A tax accountant in Shelby County, AL is responsible for preparing and filing tax returns for individuals and businesses. They also provide advice on how to reduce taxes and comply with tax laws. Tax accountants must stay up-to-date on changes in the tax code, so they can provide accurate advice to their clients.

Financial Advisor

A financial advisor in Shelby County, AL provides guidance on investments, insurance, and estate planning. They work with clients to create a plan that meets their unique needs, and help them stay on track with their goals. Advisors can also provide helpful tips on how to save money and reduce expenses.

Insurance Broker

An insurance broker in Shelby County, AL is a professional who helps clients choose the best insurance plan for their needs. They work with a variety of carriers and can help you find the right coverage at the best price. Brokers are licensed by the state and must meet certain requirements in order to sell insurance products.

Mortgage Loan Officer

Mortgage Loan Officers in Shelby County, AL work with borrowers to help them obtain mortgages. They work with a variety of lenders to find the best mortgage for the borrower, and work to get the best interest rates and terms for their clients. They also work with borrowers to ensure that they are making payments on time and that they understand the terms of their mortgage.

Estate Planning Lawyer

An estate planning lawyer in Shelby County, AL helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.


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