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Witt & Bradley Tax Advisory Group
- 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.”
Best Financial Advisors near Florence, AL
We have 3 firms in Florence on file, and all of them are on this list, along with 21 from towns including Decatur (4, 42 mi), Madison (4, 52 mi) and Huntsville (4, 59 mi).
3 open weekends · 18 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
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Executive Investments
“Knowledgeable and trustworthy money managers.”
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S. Oliver Short Financial Services
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Joe M Tucker CPA
“Honest and reliable.”
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On the Books
“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.”
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Miguel Bacata
- Information
- Life Insurance
“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.”
The 24 firms listed for Florence, AL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Florence, AL
20 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 278 reviews; 1 has 50 or more reviews and 18 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are investments (2), retirement planning (2) and tax (2). 1 shows a license on its website; 2 list staff certifications (CFP and CPWA) and 2 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 15 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Florence listed here?
3 of the 24 firms are located in Florence. The others come from other towns within 70 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Franks, Franks, Wilemon & Hagood
“Accurate and dependable service”
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Dewayne Eddy - LPL Financial
“Dewayne Eddy provided some great advice and has saved me a lot of $$$$$.”
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Advanced Professional Management
“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.”
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First Southern Financial
- Loan
“They are great, but what would work for a lot of people is having a website to pay/record their payments on.”
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Riverfront Wealth Management
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Todd Carden - Raymond James
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The Albany Group
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Southern Heritage Financial Group
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Kincer Business Group
“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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Next Phase Advisors
- Interest
- Retirement
- Mind
“Next Phase is very responsive, and willing to go the extra distance to give client time to understand concepts and help client make comfortable decisions.”
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WG Financial Group
- Financial Advisor
- Information
- Future
“Been listening to Chris' Saturday show on WVNN for awhile and decided to call and see about some advice on where we are and where we need to be with our goals.”
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Brown Professional Group
“Their knowledge and professionalism with respect to our retirement planning, Roth IRA, and other investment products is second to none.”
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Aria Wealth Management
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Accounting Solutions
- File
“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!”
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LPL Financial
“He is very knowledgeable and goes the extra mile to earn and keep your business!”
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The Pill Method
“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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Stephen Williams - Lifecourse Capital
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Greg Lemon CPA
“I opened an LLC this past year and had the daunting task of finding a CPA for business consultation and tax prep.”
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
Why these companies made our list
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