The highest-rated Financial Planning & Wealth Management companies out of 174 vetted & reviewed in the Hoover area.
Learn how we score.
Prominent finalists A-Z in Hoover
Antonio D. Sankey & Associates
BCR Wealth Strategies
Bandura CPA
Capstone Financial Group
Cornerstone Certified Public Accounting
Freedom Financial Group
GrandView Financial Group
Jeffery Financial Services
Kendall Maddox & Associates
Legacy Advisory Group
Life Key Financial Group
MPA Financials
McClellan Wealth Management
Queendom
R&R Tax and Bookkeeping Services
Roger D Hall CPA
Stockbridge Wealth Partners
Strauss Financial Group
The Benjamin Group
The Welch Group
Truewealth Advisors
Trustway Coaching
Vision Financial Group
Wealth Strategies
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Wealth Strategies
(2)
Family Wealth Planning, Tax Reduction Planning, Retirement Planning
“Was helped by Aiden and he handled everything professionally.”
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Antonio D. Sankey & Associates
(3)
Retirement Planning, Business Planning, Investments
“Sankey is the epitomy of those characteristics.”
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Jeffery Financial Services
(1)
Tell A Friend
“Best and smartest folks in town!”
i
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Queendom
(7)
Company
Goals
Financial Services
“Amazing company great customer service definitely worth speaking to about financial services from budgeting to money management into the seat of success.”
i
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R&R Tax and Bookkeeping Services
(1)
“They are competent, professional and very kind Christian people.”
i
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Truewealth Advisors
“Our greatest desire is to form lasting relationships with our clients, relationships based more on compatible attitudes than on products and services. You deserve to be listened to – not pitched to. At TrueWealth Advisors, you will be treated like a ...”
i
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Trustway Coaching
“In order to scale a business, it must have scalable systems and leadership. Ineffective systems and leadership destroy more businesses than anything else.”
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Life Key Financial Group
(49)
Learned
Understand
Knowledge
“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.”
i
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Freedom Financial Group
(50)
Radio
Peace
Meeting
“Thanks Tad, Toni, Sean, Samantha, Anna, Margaret, Lauren and all of the other members of the team for helping us with this important part of our lives.”
i
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Roger D Hall CPA
(24)
Management and Consulting, Quickbooks Set Up Support, Personal Financial Planning
“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.”
i
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Kendall Maddox & Associates
(2)
IRA & Retirement Planning, Lgbtq Estate Planning, Estate Planning Services
“Solid firm for estate planning!”
i
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Legacy Advisory Group
(19)
How We Help, Service – Comprehensive, The Theory of Decreasing Responsibility
“Jeremy is very helpful!”
i
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BCR Wealth Strategies
(25)
Educated
Solid
Needs
“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.”
i
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Bandura CPA
(7)
Industries We Serve, Tax Services, Business Accounting Services
“He also has a very strong business intellect as well, and he knows what it takes to make a business profitable no matter the industry or business classification.”
i
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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.”
i
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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.”
i
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Stockbridge Wealth Partners
(9)
Asset Management, Annuities, Insurance Planning
“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.”
i
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Grandview Financial Group
(2)
Investment Planning, Retirement Income Planning, Insurance Planning
“Very Professional and Helpful.”
i
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Capstone Financial Group
(4)
Life Insurance, Income Protection, Financial Planning
“Joe is awesome”
i
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The Benjamin Group
(3)
Taxation, Retirement Planning, Risk Management
“The Benjamin group does a great job managing your money and making sure that assets are working for you.”
“Our go-to for all questions concerning our family financial planning.”
i
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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...”
i
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MPA Financials
(19)
Season
Service
“Great service and very punctual.”
i
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Cornerstone Certified Public Accounting
(3)
Quickbooks Services, Tax Services, Business 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.”
i
Retirement Planning and Investment Management Services in Hoover, AL Cost Estimates