Birmingham, AL

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Birmingham, AL
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Best Financial Advisors in Birmingham, AL

The highest-rated Financial Planning & Wealth Management companies out of 170 vetted & reviewed in the Birmingham area.

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Life Key Financial Group

Life Key Financial Group

(49)
  • Understand
  • Taxes
  • Information
“Amber and her team are very diligent when it comes to helping their clients reach their financial goals, and they make sure to keep you updated throughout the entire process.”
In Business Since 2019
Free Initial Consultation
324 Commons Dr Ste 33, Birmingham, AL
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Freedom Financial Group

Freedom Financial Group

(50)
  • Peace
  • Confidence
  • Mind
“I like it that they met with me after 100 days and will continue to meet with me and review my professionally managed investments yearly or sooner if I have questions.”
In Business Since 2017
4500 Valleydale Rd, Birmingham, AL
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Roger D Hall CPA

Roger D Hall CPA

(24)
Personal Financial Planning, Litigation Support, Quickbooks Set Up Support
“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.”
Accepts Cash only
In Business Since 1991
Licensed, BBB Rating: A+
300 Vestavia Pkwy #3400, Birmingham, AL
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Kendall Maddox & Associates

Kendall Maddox & Associates

(2)
Lgbtq Estate Planning, Estate and Gift Tax Figures, Family-Owned Businesses & Farms
“Always available to help you very quickly and very considerate.”
Accepts All Major Credit Cards
In Business Since 2010
Licensed, BBB Rating: A+
Family Business
2550 Acton Rd, Birmingham, AL
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Legacy Advisory Group

Legacy Advisory Group

(19)
How We Help, The Theory of Decreasing Responsibility, Service – Comprehensive
“He doesn't mind explaining products to you in order to help you make the best decision.”
In Business Since 2015
36 Manning Pl Suite 200, Birmingham, AL
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Bandura CPA

Bandura CPA

(7)
Tax Services, Quickbooks, Services For Individuals
“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!”
Offers Financing Options
In Business Since 2020
Transparent Fees & Pricing
2700 Corporate Dr #200, Birmingham, AL
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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.”
Accepts Cash
In Business Since 1992
Licensed, BBB Rating: A+
Family Business
1800 International Park Dr #190, Birmingham, AL
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Stockbridge Wealth Partners

Stockbridge Wealth Partners

(9)
Annuities, Retirement Planning, Investment Planning
“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
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Capstone Financial Group

Capstone Financial Group

(4)
Life Insurance, Financial Planning, Income Protection
“Best financial expert in Birmingham to handle your business or personal!”
In Business Since 2010
Transparent Fees & Pricing
3500 Blue Lake Dr #290, Birmingham, AL
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Grandview Financial Group

Grandview Financial Group

(2)
Insurance Planning, Personal Finance, Retirement Income Planning
“Grandview Financial Group is a trustworthy wealth management agency.”
Accepts All Major Credit Cards
In Business Since 2006
Licensed, BBB Rating: A+
3168 Cahaba Heights Rd, Birmingham, AL
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McClellan Wealth Management

McClellan Wealth Management

(2)
Investment Management, Wealth Management, Financial Planning
“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

Total Return portfolios are mostly used when the client is in a long-term growth mode of their investments. This is where we look for not only income-producing positions but positions that should have significant growth. Adding the “income component and growth component” gives you the “Total Return” type of portfolio. *This material is provided as a courtesy and for educational purposes only. Please consult your investment professional, legal, or tax advisor for specific information pertaining to your situation. Investing involves risk, including loss of principal. Advisory services are offered through Mc Clellan Wealth Management, a Member of Advisory Services Network, LLC.

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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...”
Accepts All Major Credit Cards
In Business Since 1988
Licensed, BBB Rating: A+
3940 Montclair Rd Fifth Floor, Birmingham, AL
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Horizons Financial Group

Horizons Financial Group

Consulting Subscription Service, Not-For-Profit Healthcare Investing, Values-Based Financial Planning
“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 1953
Transparent Fees & Pricing
2201 Providence Park #200, Birmingham, AL
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Priority Tax Service

Priority Tax Service

(6)
“I highly recommend there services to help make your tax experience less stressful than it has to be.”
In Business Since 2020
33 Barber Ct #111, Birmingham, AL
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Money Management Services

Money Management Services

(2)
Investment & Portfolio Management, Concierge Services, Wealth Management
“Been working with them for many years and they CARE; and they get results!”
In Business Since 1999
3410 Independence Dr, Birmingham, AL
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Abeona Wealth

Abeona Wealth

(1)
Your Journey, Investment Approach
“When evaluating any big purchase, they provided me with a spreadsheet so I knew what interest rate to look for & how to budget.”
In Business Since 2020
2208 University Blvd Suite 102, Birmingham, AL
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Wealth Without Wall Street

Wealth Without Wall Street

(5)
  • Podcast
  • Plan
  • Passive Income
“The Wealth Without Wall Street community offers a wealth of passive income ideas, income streams, and practical advice on starting and growing businesses.”
In Business Since 2009
120 19th St N Suite 2050, Birmingham, AL
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Frank Chappelle & Co

Frank Chappelle & Co

(1)
Flipbooks, Videos, Articles
“Clients always come first!!!”
In Business Since 2006
1747 Reese St # 215, Birmingham, AL
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Royalty Tax

Royalty Tax

(15)
  • Tax Preparer
  • Money
  • Information
“My Tax lady was Wykesha Coleman she was efficient, responsive, and sweet she made the process so easy all I had to do was give her my information she forever has a loyal client I'm so excited this is where you guys need to be filing the best in Birmi...”
20+ Years Experience
1270 Center Point Pkwy Suite C, Birmingham, AL
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Oneascent Wealth Management

Oneascent Wealth Management

Retirement Planning, Tax Planning, Charitable Giving
“We help clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your personal needs into a customized strategy. Our comprehensive suite of solutions help you align your Plannin...”
In Business Since 2020
23 Inverness Center Pkwy Suite A, Birmingham, AL
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Murfee Meadows

Murfee Meadows

HSA Administration, Cobra Administration, Insurance Services
“Murfee Meadows is an experiencedfinancial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help our clients work towardgrowing, protecting, and conserving their wealth b...”
Accepts All Major Credit Cards
In Business Since 2007
Licensed, BBB Rating: A+
120 Office Park Dr #100, Birmingham, AL
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Gambrell Financial Advisors

Gambrell Financial Advisors

Tax Planning, Investment Strategies, Retirement Income Planning
“By combining multiple disciplines with fiduciary financial planning, we help clients invest and plan with confidence and purpose. We offer a personalized experience that goes beyond mere numbers and charts. We want to build a collaborative working re...”
In Business Since 1993
Licensed, BBB Rating: A+
1512 Alex Dr, Birmingham, AL
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Apex Financial Group

Apex Financial Group

(3)
“Questions and he didn't make me feel stupid for asking them”
In Business Since 2017
4000 Eagle Point Corporate Dr, Birmingham, AL
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Garrett, Perkins & Horton Advisory Partners

Garrett, Perkins & Horton Advisory Partners

(2)
Retirement Planning Strategies, Charitable Giving, Family Finances
“We needed some financial guidance and were fortunate enough to speak with Andrew Schaper.”
In Business Since 2023
5120 Selkirk Dr Ste 200, Birmingham, AL
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Retirement Planning and Investment Management Services in Birmingham, AL Cost Estimates

Minimum cost
$1220
Maximum cost
$10366
National Average
$3659
Avg Per Hour Rates
$366
$2439
$6708
Typical price range is based on 300 cost profiles
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Average Cost $3659
Minimum cost $1220
Maximum cost $10366
Avg Per Hour Rates $366

Typical range $2439 to $6708 is based on 300 cost profiles.

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Wealth Management Advisors near Birmingham

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