Birmingham, AL

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Florence, AL
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Best Financial Advisors in Florence, AL

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

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Life Key Financial Group

Life Key Financial Group

(49)
  • Results
  • Learned
  • Goals
“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)
  • Annuity
  • Radio
  • Seminars
“Sean is exceptional at listening to our needs and sharing the best ways to make the most of our investments both in the short term and for the long term.”
In Business Since 2017
4500 Valleydale Rd, Birmingham, AL
i
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Roger D Hall CPA

Roger D Hall CPA

(24)
Management and Consulting, 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
i
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Kendall Maddox & Associates

Kendall Maddox & Associates

(2)
Legacy Planning, Trust Administration & Probate, IRA & Retirement Planning
“Always available to help you very quickly and very considerate.”
Family Business
Accepts All Major Credit Cards
In Business Since 2010
Licensed, BBB Rating: A+
2550 Acton Rd, Birmingham, AL
i
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Legacy Advisory Group

Legacy Advisory Group

(19)
How We Help, The Theory of Decreasing Responsibility, Service – Comprehensive
“Excellent service for financial needs.”
In Business Since 2015
36 Manning Pl Suite 200, Birmingham, AL
i
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Wealth Strategies

Wealth Strategies

(2)
Family Wealth Planning, Insurance Planning, Tax Reduction Planning
“Aiden was very attentive and helpful with long term financial planning.”
Free Initial Consultation
In Business Since 2008
Licensed, BBB Rating: A+
2100 Riverchase Center #408, Hoover, AL
i
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Bandura CPA

Bandura CPA

(7)
Industries We Serve, Quickbooks, Tax Services
“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
i
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BCR Wealth Strategies

BCR Wealth Strategies

(25)
  • Security
  • Educated
  • Interest
“BCR wealth strives to meet your needs by being available, taking an interest in your life and personal and financial development and treating you like family.”
In Business Since 2011
Serving Florence Area
i
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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.”
Family Business
Accepts Cash
In Business Since 1992
Licensed, BBB Rating: A+
1800 International Park Dr #190, Birmingham, AL
i
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Vision Financial Group

Vision Financial Group

(1)
“Professional but down-to-earth, always available, returns phone calls promptly, great listeners, talks to clients about their financial issues/investments and gives advice in language the average investor can comprehend.”
Accepts All Major Credit Cards
In Business Since 2011
Licensed, BBB Rating: A+
Serving Florence Area
i
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Brooks Financial Services

Brooks Financial Services

“Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.”
Accepts All Major Credit Cards
In Business Since 2000
Licensed, BBB Rating: A+
Serving Florence Area
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Stockbridge Wealth Partners

Stockbridge Wealth Partners

(9)
Asset Management, Retirement Planning, Annuities
“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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Grandview Financial Group

Grandview Financial Group

(2)
Investment Planning, Personal Finance, Retirement Income Planning
“Grandview Financial Group is a trustworthy wealth management agency.”
Accepts All Major Credit Cards
In Business Since 2008
Licensed, BBB Rating: A+
3168 Cahaba Heights Rd, Birmingham, AL
i
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Capstone Financial Group

Capstone Financial Group

(4)
Life Insurance, Financial Planning, Income Protection
“Joe is awesome”
In Business Since 2010
Transparent Fees & Pricing
3500 Blue Lake Dr #290, Birmingham, AL
i
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The Benjamin Group

The Benjamin Group

(3)
Estate Planning, Taxation, Business Planning
“The Benjamin group does a great job managing your money and making sure that assets are working for you.”
In Business Since 2000
Licensed, BBB Rating: A+
Serving Florence Area
i
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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 1990
Licensed, BBB Rating: A+
3940 Montclair Rd Fifth Floor, Birmingham, AL
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McClellan Wealth Management

McClellan Wealth Management

(2)
Estate & Trust Planning, Investment Management, Wealth Management
“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
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Cornerstone Certified Public Accounting

Cornerstone Certified Public Accounting

(3)
Quickbooks Services, Notary Services, Tax Services
“Eric has gone above and beyond from answering all my silly questions, helping me learn Quick Books, as well as helping me find deduction that I didn't realize were there.”
Free Initial Consultation
Offers Financing Options
In Business Since 2014
Transparent Fees & Pricing
Serving Florence Area
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MPA Financials

MPA Financials

(19)
  • Service
  • Season
“My absolute go to for my accounting, bookkeeping, and tax needs.”
In Business Since 2015
Serving Florence Area
i
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Horizons Financial Group

Horizons Financial Group

Fiduciary Consulting Services, Not-For-Profit Healthcare Investing, Consulting Subscription Service
“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 1955
Transparent Fees & Pricing
2201 Providence Park #200, Birmingham, AL
i
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Antonio D. Sankey & Associates

Antonio D. Sankey & Associates

(3)
Retirement Planning, Business Planning, Insurance
“Sankey is the epitomy of those characteristics.”
In Business Since 2005
3000 Galleria Cir #950, Hoover, AL
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Priority Tax Service

Priority Tax Service

(6)
“I came by here due to messing up my own taxes and Ra Quitta was very helpful.”
In Business Since 2020
33 Barber Ct #111, Birmingham, AL
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Money Management Services

Money Management Services

(2)
Life Event Planning, Concierge Services, Investment & Portfolio 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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Jeffery Financial Services

Jeffery Financial Services

(1)
Tell A Friend
“Best and smartest folks in town!”
In Business Since 1998
Accepts All Major Credit Cards
1500 Southlake Park, Hoover, AL
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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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