Birmingham, AL

Popular Cities

Auburn, AL
Join as a Pro

Best Financial Advisors in Auburn, AL

The highest-rated Financial Planning & Wealth Management companies out of 176 vetted & reviewed in the Auburn area.

View Profile
Life Key Financial Group

Life Key Financial Group

(49)
  • Learned
  • Team
  • Understand
“What I like about the Life Key family and Amber Jones is that she breaks things down and explain things the way it should be explained and they are very good with credit repair and explain the road to good credit and what it takes to maintain a good ...”
In Business Since 2019
Free Initial Consultation
324 Commons Dr Ste 33, Birmingham, AL
i
View Profile
Freedom Financial Group

Freedom Financial Group

(50)
  • Radio
  • Retirement
  • Peace
“We are very appreciative of everything they have done for us and highly recommend them to everyone who is thinking of retiring or nearing retirement age.”
In Business Since 2017
4500 Valleydale Rd, Birmingham, AL
i
View Profile
Roger D Hall CPA

Roger D Hall CPA

(24)
Audit and Accounting, Management and Consulting, Personal Financial Planning
“We had to bring our baby with us to the office and Mrs Hall was very sweet with him and helped me keep him corralled so that we could get our business done.”
In Business Since 1993
Accepts Cash only
Licensed, BBB Rating: A+
300 Vestavia Pkwy #3400, Birmingham, AL
i
View Profile
Kendall Maddox & Associates

Kendall Maddox & Associates

(2)
Special Needs Planning, Trust Administration & Probate, IRA & Retirement Planning
“Always available to help you very quickly and very considerate.”
In Business Since 2012
Family Business
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
2550 Acton Rd, Birmingham, AL
i
View Profile
Legacy Advisory Group

Legacy Advisory Group

(19)
The Theory of Decreasing Responsibility, How We Help, Service – Comprehensive
“Jeremy is a very thorough agent!”
In Business Since 2015
36 Manning Pl Suite 200, Birmingham, AL
i
View Profile
Wealth Strategies

Wealth Strategies

(2)
Investment Management, Family Wealth Planning, Tax Reduction Planning
“Aiden was very attentive and helpful with long term financial planning.”
In Business Since 2010
Free Initial Consultation
Licensed, BBB Rating: A+
2100 Riverchase Center #408, Hoover, AL
i
View Profile
Bandura CPA

Bandura CPA

(7)
Services For Individuals, Industries We Serve, Tax Services
“We always receive expert advice and prompt service from someone who takes the time to really understand our business, We could not be happier and highly recommend Bandura CPA!”
In Business Since 2020
Offers Financing Options
Transparent Fees & Pricing
2700 Corporate Dr #200, Birmingham, AL
i
View Profile
BCR Wealth Strategies

BCR Wealth Strategies

(25)
  • Educated
  • Team
  • Solid
“BCR out performs the other firms through the personal attention, timely and informative communications, planning and analytic tools, responsive and reliable service that puts us in the best position to make the most of our investments.”
In Business Since 2011
Serving Auburn Area
i
View Profile
Strauss Financial Group

Strauss Financial Group

(2)
“These guys treated me like family and genuinely LISTENED to the future I wanted for my family and more than accommodated the foundation to which I could begin building such future.”
In Business Since 1992
Family Business
Accepts Cash
Licensed, BBB Rating: A+
1800 International Park Dr #190, Birmingham, AL
i
View Profile
Vision Financial Group

Vision Financial Group

(1)
“Professional but down-to-earth, always available, returns phone calls promptly, great listeners, talks to clients about their financial issues/investments and gives advice in language the average investor can comprehend.”
In Business Since 2011
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Auburn Area
i
View Profile
Brooks Financial Services

Brooks Financial Services

“Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.”
In Business Since 2000
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Auburn Area
i
View Profile
Stockbridge Wealth Partners

Stockbridge Wealth Partners

(9)
Investment Planning, Asset Management, Annuities
“They are always looking to meet their clients needs, and provide services that make it easier for clients to access their accounts and really track what is going on.”
In Business Since 2017
1 Metroplex Dr Ste 120, Birmingham, AL
i
View Profile
Grandview Financial Group

Grandview Financial Group

(2)
College Education Planning, Investment Planning, Insurance Planning
“Grandview Financial Group is a trustworthy wealth management agency.”
In Business Since 2008
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
3168 Cahaba Heights Rd, Birmingham, AL
i
View Profile
Capstone Financial Group

Capstone Financial Group

(4)
Financial Planning, Life Insurance, Income Protection
“Joe has a reputation in the community for being a man of great character and he actually cares about his clients.”
In Business Since 2010
Transparent Fees & Pricing
3500 Blue Lake Dr #290, Birmingham, AL
i
View Profile
The Benjamin Group

The Benjamin Group

(3)
Overview, Taxation, Estate Planning
“She goes out of her way to make sure clients get world class service because she cares about what's important to you !!”
In Business Since 2002
Licensed, BBB Rating: A+
Serving Auburn Area
i
View Profile
The Welch Group

The Welch Group

“As we celebrate our 40 th anniversary, we take a moment to reflect on our journey. Since Stewart H. Welch III founded our firm in 1984, our mission has been to enrich the lives of others. Through every achievement and challenge over the last four dec...”
In Business Since 1992
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
3940 Montclair Rd Fifth Floor, Birmingham, AL
i
View Profile
McClellan Wealth Management

McClellan Wealth Management

(2)
Wealth Management, Estate & Trust Planning, Investment Management
“He truly cares about his clients' well-being and helping to achieve their goals.”
In Business Since 2016
Free Initial Consultation
800 Shades Creek Pkwy Suite 310, Birmingham, AL
Featured

Looking for financial advice but not ready to engage a full-time advisor? Give us a call, our CPA and CFP professionals have affordable hourly based financial consulting options to help everyone. No pressure, no product pushing, and no sales pitches. Here’s a short list of general topics we can discuss.nn• Am I saving enough for retirement?n• The financial impact of large expenditures-Vacation home purchase, home remodel, car purchase.n• Does investing in rental property make sense? How to calculate your true investment return.n• Am I paying too much in investment fees?n• Paying for college, what are my options?n• Mortgage refinance analysisn• Social Security timingn• Required Minimum Distribution Planning Strategiesn• Insurance Analysisn• Payoff debt or invest?

i
View Profile
Cornerstone Certified Public Accounting

Cornerstone Certified Public Accounting

(3)
Services For Individuals, Quickbooks Services, Tax Services
“Eric has gone above and beyond from answering all my silly questions, helping me learn Quick Books, as well as helping me find deduction that I didn't realize were there.”
In Business Since 2014
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
Serving Auburn Area
i
View Profile
MPA Financials

MPA Financials

(19)
  • Service
  • Season
“I would highly recommend them for your accounting services.”
In Business Since 2015
Serving Auburn Area
i
View Profile
Horizons Financial Group

Horizons Financial Group

Values-Based Financial Planning, Fiduciary Consulting Services, Consulting Subscription Service
“Working with you is a privilege that is never taken for granted. Our Team becomes your financial family, your advocate, providing education, guidance, and support. The Horizons Difference”
In Business Since 1955
Transparent Fees & Pricing
2201 Providence Park #200, Birmingham, AL
i
View Profile
Antonio D. Sankey & Associates

Antonio D. Sankey & Associates

(3)
Insurance, Retirement Planning, Business Planning
“Keeps his clients smiling explains everything to make sure we understand.”
In Business Since 2005
3000 Galleria Cir #950, Hoover, AL
i
View Profile
Priority Tax Service

Priority Tax Service

(6)
“You experience White Glove service along with gaining the confidence that your documents and results are being handled by professional.”
In Business Since 2020
33 Barber Ct #111, Birmingham, AL
i
View Profile
Money Management Services

Money Management Services

(2)
Wealth Management, Life Event Planning, Investment & Portfolio Management
“Been working with them for many years and they CARE; and they get results!”
In Business Since 1999
3410 Independence Dr, Birmingham, AL
i
View Profile
Jeffery Financial Services

Jeffery Financial Services

(1)
Tell A Friend
“Best and smartest folks in town!”
In Business Since 1998
Accepts All Major Credit Cards
1500 Southlake Park, Hoover, AL
i

Retirement Planning and Investment Management Services in Auburn, AL Cost Estimates

Minimum cost
$1094
Maximum cost
$9292
National Average
$3280
Avg Per Hour Rates
$328
$2187
$6013
Fair price range is based on 393 cost profiles
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
Average Cost $3280
Minimum cost $1094
Maximum cost $9292
Avg Per Hour Rates $328

Fair range $2187 to $6013 is based on 393 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Auburn

Popular in Auburn

, AL
Back To Top