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Cooper, Hill & Lecroix, Cpas

(6)

Services For Individuals, Industries, Tax Services

“My dad's a farmer and Casey Hattaway was able to find tax breaks that his previous tax preparer never even knew existed, as well as corrected several tax mistakes that were costing him a great deal of money each year.”

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Alford Mc Kenzie & Breeden

(2)

Services For Individuals, Industries, Tax Services

“Always get the best results and would recommend to everyone”

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Dewayne Eddy - LPL Financial

(3)

Retirement Planning, Portfolio Management, Investment Planning

“I recently met with Dewayne and he has definitely accumulated a wealth of financial knowledge over all of the years he has been in business.”

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Riverfront Wealth Management

Financial Advice, Retirement Planning, Investment Advice

“*Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, int...”

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Todd Carden - Raymond James

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The Albany Group

“At The Albany Group, we put conversation at the core of our business because your financial and retirement goals deserve our undivided attention. Whether it's making sure you have enough money to retire, contributing to college funds, distributing yo...”

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Accounting Solutions

(13)

Bookkeeping Accounting, Individual Tax Preparation, Tax Planning Services

“I was pretty clueless when it came to all of the tax and license stuff that goes on behind the scenes of a business and she helped with every single question I had along the way!”

Featured

Need a last minute Christmas gift for a child AND a end of the year tax deduction? Make a contribution to their Alabama 529 account before year-end and get a deduction on your Alabama tax return for 2023! nnNow up to $35,000 can be rolled over to a Roth IRA if the child decides not to go to college/doesn’t use the money. nnBonus - Rolled over contributions are deductible as well! nnDeduction is limited to $5,000 per taxpayer ($10,000 MFJ).

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LPL Financial

(1)

Smartvestor, Tell A Friend

“He is very knowledgeable and goes the extra mile to earn and keep your business!”

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The Pill Method

(2)

“Their team of experts is dedicated to helping individuals achieve financial success, and their personalized approach sets them apart from other services in the industry.”

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First Southern Financial

(4)

1, 3, 2

“Love this place the two women that work here will do everything they can to help someone and are very nice every time I go in”

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Stephen Williams - Lifecourse Capital

Financial Planning, Tax Planning, Investments

“Establishing relationships is the key to empathetic advising and equips our advisors to develop the strategies to suit a client's vision and objectives. Dedicated to the needs of clients, these seasoned professionals are committed to making financial...”

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HBW Securities

(1)

“Love the way he explains things so I never have questions.”

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Inspired For Greatness Lending

“In the fast-paced world of real estate, securing the right financing can be a daunting task. Imagine John, a seasoned real estate investor, facing the challenge of closing on a lucrative commercial property. Despite his experience, he finds himself e...”

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Investor's Resource

Financing Available

“It's about making choices that reflect your dreams and aspirations. At Investor's Resource, we're dedicated to helping you define your goals and create a financial strategy that navigates the way for you to enact meaningful change in your life.”

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King Financial Educational Services

“IM is made up of a suite of services that are designed to educate and empower our members to learn how to trade within the largest financial market in the world, forex. Education is our focus, and success is our obsession. Learn more by watching this...”

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Infinity Tax & Financial Planning

(16)

Tax Preparation, 401k Advisory, Investment Management

“Not only has he saved me thousands of dollars through his thorough knowledge of tax laws, but he helped me resolve three years' worth of inaccurate withholdings from a former state of residence.”

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Kincer Business Group

(2)

“He knows that i dont understand everything so he takes the time to make sure that i understand the levity of what we are dealing with.”

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The Cutter Group

(5)

Services For Individuals, Industries, Tax Services

“Not only has he provided me with valuable insight from an accounting standpoint, leaving me very confident in their service, but he has also taken a genuine interest in me as a person.”

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Longview Financial Advisors

Who We Serve, Philanthropic Consulting, Financial Planning & Wealth Management

“At Longview Financial Advisors, we believe in building a partnership, serving as your independent financial advisory team, placing your interests before our own, being transparent about what you pay and how we get paid, and providing an exceptional s...”

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Perrin Tax and Accounting Services

(23)

Prices
Questions
Plan

“He took the time to explain in great detail on filings that apparently the other company never talk to us about not we're we afforded the opportunity to use those filings which I think cost us thousands of dollars over the years.”

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WG Financial Group

(5)

Retirement Planning, Tax Strategies, Investments

“When I experienced the loss of a spouse recently, Cris stepped up to the plate and not only helped me with financial issues and paperwork, he also checked on me frequently to see how I was coping with my loss.”

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Virtuous Realty Group

(12)

Team
Questions

“I cannot begin to explain how important it is for a great agent to clearly communicate to buyers what to expect and preparing them for a realistic shopping experience.”

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Practical Financial Solutions

(3)

Videos, Articles, Newsletters

“Amanda is patient, she takes time to help explain different financial terminology with me, but most of all I feel confident in my financial future because I've taken the time to sit down with Amanda.”

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Melvin Bibb Pinson & Segars

(2)

“Do you want the best accountants in town and in the state for that matter , go to them.”

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Average Cost	$3136
Minimum cost	$1046
Maximum cost	$8886
Avg Per Hour Rates	$314

Best Financial Advisors in Decatur, AL

The highest-rated Financial Planning & Wealth Management companies out of 144 vetted & reviewed in the Decatur area.

Cooper, Hill & Lecroix, Cpas

Alford Mc Kenzie & Breeden

Dewayne Eddy - LPL Financial

Riverfront Wealth Management

Todd Carden - Raymond James

The Albany Group

Accounting Solutions

LPL Financial

The Pill Method

First Southern Financial

Stephen Williams - Lifecourse Capital

HBW Securities

Inspired For Greatness Lending

Investor's Resource

King Financial Educational Services

Infinity Tax & Financial Planning

Kincer Business Group

The Cutter Group

Longview Financial Advisors

Perrin Tax and Accounting Services

WG Financial Group

Virtuous Realty Group

Practical Financial Solutions

Melvin Bibb Pinson & Segars

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

Why these companies made our list

Wealth Management Advisors near Decatur

Popular in Decatur