Best Financial Advisors in Hoover, AL

The highest-rated Financial Planning & Wealth Management companies out of 174 vetted & reviewed in the Hoover area.

Wealth Strategies

Wealth Strategies

(2)
Family Wealth Planning, Tax Reduction Planning, Retirement Planning
“Was helped by Aiden and he handled everything professionally.”
Free Initial Consultation
Licensed, BBB Rating: A+
In Business Since 2008
2100 Riverchase Center #408, Hoover, AL
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Antonio D. Sankey & Associates

Antonio D. Sankey & Associates

(3)
Retirement Planning, Business Planning, Investments
“Sankey is the epitomy of those characteristics.”
In Business Since 2005
3000 Galleria Cir #950, Hoover, AL
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Jeffery Financial Services

Jeffery Financial Services

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

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.”
Transparent Fees & Pricing
Licensed
In Business Since 2020
1 Chase Corporate Center Suite 452, Hoover, AL
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R&R Tax and Bookkeeping Services

R&R Tax and Bookkeeping Services

(1)
“They are competent, professional and very kind Christian people.”
In Business Since 2004
227 Lorna Rd, Hoover, AL
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Truewealth Advisors

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 ...”
In Business Since 2014
2000 Southlake Park Ste 200, Hoover, AL
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Trustway Coaching

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.”
In Business Since 2011
1236 Blue Ridge Blvd, Hoover, AL
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Life Key Financial Group

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.”
Free Initial Consultation
In Business Since 2019
324 Commons Dr Ste 33, Birmingham, AL
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Freedom Financial Group

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.”
In Business Since 2017
4500 Valleydale Rd, Birmingham, AL
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Roger D Hall CPA

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.”
Accepts Cash only
Licensed, BBB Rating: A+
In Business Since 1989
300 Vestavia Pkwy #3400, Birmingham, AL
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Kendall Maddox & Associates

Kendall Maddox & Associates

(2)
IRA & Retirement Planning, Lgbtq Estate Planning, Estate Planning Services
“Solid firm for estate planning!”
Family Business
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2008
2550 Acton Rd, Birmingham, AL
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Legacy Advisory Group

Legacy Advisory Group

(19)
How We Help, Service – Comprehensive, The Theory of Decreasing Responsibility
“Jeremy is very helpful!”
In Business Since 2015
36 Manning Pl Suite 200, Birmingham, AL
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BCR Wealth Strategies

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.”
In Business Since 2011
Serving Hoover Area
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Bandura CPA

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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2020
2700 Corporate Dr #200, Birmingham, AL
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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
Licensed, BBB Rating: A+
In Business Since 1990
1800 International Park Dr #190, Birmingham, AL
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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
Licensed, BBB Rating: A+
In Business Since 2007
Serving Hoover Area
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Stockbridge Wealth Partners

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.”
In Business Since 2017
1 Metroplex Dr Ste 120, Birmingham, AL
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Grandview Financial Group

Grandview Financial Group

(2)
Investment Planning, Retirement Income Planning, Insurance Planning
“Very Professional and Helpful.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2006
3168 Cahaba Heights Rd, Birmingham, AL
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Capstone Financial Group

Capstone Financial Group

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

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.”
Licensed, BBB Rating: A+
In Business Since 1998
Serving Hoover Area
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McClellan Wealth Management

McClellan Wealth Management

(2)
Estate & Trust Planning, Investment Management, Financial Planning
“Our go-to for all questions concerning our family financial planning.”
Free Initial Consultation
In Business Since 2016
800 Shades Creek Pkwy Suite 310, Birmingham, AL
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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
Licensed, BBB Rating: A+
In Business Since 1990
3940 Montclair Rd Fifth Floor, Birmingham, AL
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MPA Financials

MPA Financials

(19)
  • Season
  • Service
“Great service and very punctual.”
In Business Since 2015
Serving Hoover Area
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Cornerstone Certified Public Accounting

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.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
Serving Hoover Area
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Retirement Planning and Investment Management Services in Hoover, AL Cost Estimates

Minimum cost
$1141
Maximum cost
$9692
National Average
$3421
Avg Per Hour Rates
$343
$2281
$6271
Typical price range is based on 303 cost profiles
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Average Cost $3421
Minimum cost $1141
Maximum cost $9692
Avg Per Hour Rates $343

Typical range $2281 to $6271 is based on 303 cost profiles.

Why these companies made our list

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