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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Roger D Hall CPA

Roger D Hall CPA

(21)
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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Life Key Financial Group

Life Key Financial Group

(29)
  • Communication
  • Credit Score
  • Information
“After just one phone call with her I had a crystal clear understanding of how to leverage my credit for my personal & business moves and also a more precise financial plan that was based off my situation vs.”
In Business Since 2019
Free Initial Consultation
324 Commons Dr Ste 33, Birmingham, AL
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Freedom Financial Group

Freedom Financial Group

(30)
  • Security
  • Income
  • Pension
“Tad and Toni, along with their wonderful team, have really been very helpful in teaching us what steps to take to prepare wisely for our financial future.”
In Business Since 2017
4500 Valleydale Rd, Birmingham, AL
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Kendall Maddox & Associates

Kendall Maddox & Associates

(1)
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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Grandview Financial Group

Grandview Financial Group

(2)
Insurance Planning, Investment Planning, Planning For New Investors
“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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Clark Planning & Investment Advisory

Clark Planning & Investment Advisory

(1)
Financial Planning, Fee Only Advisor, Investment Management
“He was willing to take the time to help me understand what I'm trying to do.”
Accepts All Major Credit Cards
In Business Since 1981
Licensed, BBB Rating: A+
1900 Providence Park # 200, 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
Licensed
36 Manning Pl Suite 200, Birmingham, AL
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Bandura CPA

Bandura CPA

(7)
Tax Services, Industries, 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 Suite 200, Birmingham, AL
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Kassouf & Co

Kassouf & Co

(23)
Income Tax Planning, Business Advisory, Estate Planning
“Jessica's clear and prompt responses to all those little questions that come up when doing something new, have saved me countless hours and given me invaluable peace of mind.”
In Business Since 1934
2101 Highland Ave Suite 300, Birmingham, AL
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Stockbridge Wealth Partners

Stockbridge Wealth Partners

(9)
Financial Planning, Overview, Investment Management
“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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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 1990
Licensed, BBB Rating: A+
2201 Cahaba Valley Dr #200, Birmingham, AL
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Capstone Financial Group

Capstone Financial Group

(3)
Life Insurance, Financial Planning, Income Protection
“Joe is awesome”
In Business Since 2010
Transparent Fees & Pricing
3500 Blue Lake Dr #290, Birmingham, AL
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McClellan Wealth Management

McClellan Wealth Management

(3)
Investment Management, Wealth Management, Financial Planning
“Our go-to for all questions concerning our family financial planning.”
In Business Since 2016
Free Initial Consultation
800 Shades Creek Pkwy Suite 310, Birmingham, AL
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Infinite Potential Financial

Infinite Potential Financial

(6)
  • Tax
“I would like to thank Janita Jackson and Infinite Potential Financial Consulting for all they have done for me and my employees these last 3 years over at Water Control Plumbing, located in Chicago Illinois.”
In Business Since 2018
Free Initial Consultation
2160 Highland Ave, Birmingham, AL
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The Welch Group

The Welch Group

“Daniel was happily married with two young children and doing well at his firm. He and his wife were saving monthly, but was that enough? What about insurance? What about college savings plans? He wanted to be as prepared as possible for whatever the ...”
Accepts All Major Credit Cards
In Business Since 1990
Licensed, BBB Rating: A+
3940 Montclair Rd Fifth Floor, Birmingham, AL
Featured

Why I Became a Financial Advisor Over the years, it’s common for specific people or events to influence our decisions and significantly impact how we live our lives. For me, the inspiration and example of my father led me to where I am today.

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Andoursons Financial

Andoursons Financial

(4)
“After consultation and following their instructions, to the tee; I finally got my credit score past poor to fair, beyond good, and all the way to excellent!”
In Business Since 2020
Transparent Fees & Pricing
420 20th St N, Birmingham, AL
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Enfocus Financial

Enfocus Financial

(10)
“Finally able to get me a car and a house.”
Free Initial Consultation
In Business Since 2020
Transparent Fees & Pricing
420 20th St N Suite 2202, 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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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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Profitability Squared

Profitability Squared

(1)
“They were able to help me with my taxes.”
In Business Since 2014
Free Initial Consultation
450 Century Park S Suite 200B, 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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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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Wealth Without Wall Street

Wealth Without Wall Street

(4)
  • Plan
“Their education platform is easy to understand and they help you implement your plan.”
In Business Since 2009
120 19th St N Suite 2050, Birmingham, AL
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Royalty Tax

Royalty Tax

(14)
  • Money
  • Tax Preparer
“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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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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