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24 firms listed · 14 in Montgomery · 1 open weekends · 13 rated 4.5+
Data verified October 16, 2026
The 24 firms listed for Montgomery, 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.
Of the 24 firms we list here, 14 are in Montgomery itself and 10 come from towns including Auburn (4, 49 mi), Pike Rd (2, 7 mi) and Clanton (2, 40 mi). 14 of the firms on this page have a rating, from 4.4 to 5.0 across 95 reviews; 13 are rated 4.5 or higher. 1 is open on weekends. 1 lists staff certifications (CFP). Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 3 offer payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 16 list a public email and 2 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.
14 of the 24 firms are located in Montgomery. The others come from other towns within 55 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
