Best Financial Advisors in Florence, AL

The highest-rated Financial Planning & Wealth Management companies out of 124 vetted & reviewed in the Florence area.

Witt & Bradley Tax Advisory Group

Witt & Bradley Tax Advisory Group

(49)
  • South
  • Retirement
  • Environment
“I've done my own and my families taxes since I was a kid, and have always been able to get back more than what H&R and the other places have quoted them.”
In Business Since 2011
Accepts All Major Credit Cards
204 S Pine St, Florence, AL
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Hunt & Associates / Randall L. Hunt

Hunt & Associates / Randall L. Hunt

Quickbooks Services, Tax Services, Services For Individuals
“We are a full-service Accounting firm licensed in AL.We offer a broad range of services for business owners, executives, and independent professionals Including Governmental and Non-Profit entities.We are affordable, experienced, and friendly. Servic...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1994
Licensed, BBB Rating: A+
401 E Tombigbee St, Florence, AL
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Executive Investments

Executive Investments

(1)
Newsletters, Tax Library, Videos
“Knowledgeable and trustworthy money managers.”
In Business Since 2012
2464 Mall Rd, Florence, AL
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S. Oliver Short Financial Services

S. Oliver Short Financial Services

“Retirement planning is the cornerstone of our business. We create a custom, step-by-step plan for you to manage and invest your money so that you may have the financial resources you need to last a lifetime. We use engaging charts and graphs to trans...”
In Business Since 2020
501 E Dr Hicks Blvd Unit C, Florence, AL
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J.S. Holland

J.S. Holland

“Investment Advisory Services offered through Brookstone Capital Management, LLC.(BCM) a Registered Investment Advisor. J.S. Holland and BCM are independent of each other.”
In Business Since 2017
Serving Florence Area
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Joe M Tucker CPA

Joe M Tucker CPA

(3)
“Honest and reliable.”
Serving Florence Area
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The Sparks CPA Firm

The Sparks CPA Firm

(3)
“They do my taxes every year.”
In Business Since 2012
Transparent Fees & Pricing
Serving Florence Area
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On the Books

On the Books

(3)
“There were many moving parts to get the entire backend accounting and administrative functions in place, and to do so without disrupting the ongoing business.”
In Business Since 2001
Licensed
Florence, AL
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Miguel Bacata

Miguel Bacata

(7)
Individual Financial Solutions, Business Financial Solutions
“He has guided me and my family in the finance world and will take the time to explain me each detail and will take the time to follow up with financial institutions as your products get delivered.”
In Business Since 2023
Serving Florence Area
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Cooper, Hill & Lecroix, Cpas

Cooper, Hill & Lecroix, Cpas

(6)
Services For Quickbooks, 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.”
Offers Financing Options
In Business Since 2010
Transparent Fees & Pricing
708 2nd Ave SE, Decatur, AL
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Alford Mc Kenzie & Breeden

Alford Mc Kenzie & Breeden

(2)
Services For Quickbooks, Industries, Tax Services
“Always get the best results and would recommend to everyone”
Free Initial Consultation
Offers Financing Options
In Business Since 2001
Transparent Fees & Pricing
101 Johnston St SE, Decatur, AL
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Franks, Franks, Wilemon & Hagood

Franks, Franks, Wilemon & Hagood

(2)
Innocent Spouse Relief, Strategic Business Planning, Non-Profit Organizations
“Accurate and dependable service”
Free Initial Consultation
Offers Financing Options
In Business Since 1998
Transparent Fees & Pricing
Serving Florence Area
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Dewayne Eddy - LPL Financial

Dewayne Eddy - LPL Financial

(3)
Portfolio Management, Retirement Planning, Investment Planning
“Dewayne Eddy provided some great advice and has saved me a lot of $$$$$.”
In Business Since 2016
302 1st Ave SE, Decatur, AL
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Advanced Professional Management

Advanced Professional Management

(19)
“August is a very bad month to need someone at Advanced Professional Management, especially this year with the tax deadline being extended, yearly training, and some people out sick.”
In Business Since 1995
Serving Florence Area
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First Southern Financial

First Southern Financial

(4)
3, 1, 2
“They are great, but what would work for a lot of people is having a website to pay/record their payments on.”
In Business Since 2015
Serving Florence Area
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Riverfront Wealth Management

Riverfront Wealth Management

Wealth Management Strategies, Retirement Planning, Financial 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...”
In Business Since 2022
CLU, CPWA Certified
826 Bank St NE, Decatur, AL
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Todd Carden - Raymond James

Todd Carden - Raymond James

In Business Since 2001
Accepts All Major Credit Cards
306 4th Ave SE, Decatur, AL
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The Albany Group

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...”
In Business Since 2003
254 Moulton St E Suite 200, Decatur, AL
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Southern Heritage Financial Group

Southern Heritage Financial Group

“As an independent firm, we are committed to offering complete objectivity and unbiased advice.”
In Business Since 2011
Serving Florence Area
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Capwealth

Capwealth

(7)
Client Care, Registered Investment Advisor
“Good people will treat u right”
In Business Since 2002
4031 Aspen Grove Dr #600, Franklin, TN
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Willis Boatner Pugh

Willis Boatner Pugh

(3)
Tax Services, Retirement Services, Planning and Other Services
“I would highly recommend Daniel and his tam without any reservation but he may not be able to accommodate new clients as he is very sought after accountant in town.”
In Business Since 1990
Accepts All Major Credit Cards
715 Walnut St, Gadsden, AL
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Evan Hutcheson, CPA

Evan Hutcheson, CPA

(32)
Virtual CPA Services, Escape the Rat Race With Confidence and Your Business Intact, Payroll Services
“When I moved from San Diego to Nashville three years ago, two of my biggest concerns where having to find a new doctor and dentist, and leaving behind the tax firm I had worked with for the last 30 years.”
Remote Consultations Available
Accepts Debit, Check, Cash, All Major Credit Cards
In Business Since 2013
Licensed, BBB Rating: A+
5741 Knob Rd, Nashville, TN
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Retirement Renegade

Retirement Renegade

(50)
  • Mind
  • Choice
  • Meeting
“While perusing Facebook one day, I ran across a sponsored post from Retirement Renegade inviting interested people in a movie theatre showing of The Retirement Deception.”
In Business Since 2012
Licensed, BBB Accredited
Serving Florence Area
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Ipx1031: Luke Hays

Ipx1031: Luke Hays

(50)
Combination Exchanges, Qualified “like-Kind” Property, Reverse and Improvement Exchange Parking Structures
“I have avoided 1031 conversations in the past due to my lack of knowledge, but I feel I'm able to hold my own now and know where I can reach out for advise and help.”
In Business Since 1997
6840 Carothers Pkwy #200, Franklin, TN
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Retirement Planning and Investment Management Services in Florence, AL Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 406 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 406 cost profiles.

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