Best Financial Advisors in Etowah County, AL

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List of Firms

Etowah County, AL Fiduciary Financial Advisors

SEC File# 801-72137
CRD# 25853
Location 200 Broad St, Gadsden, AL 35901, USA
Phone (256) 546-9135
Directions
SEC File# 801-57434
CRD# 11025
Location 250 S 7th St, Gadsden, AL 35901, USA
Phone (256) 439-2400
Directions
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William Brian Nichols
Location 350 Locust St #300, Gadsden, AL 35901, USA
Phone (256) 546-4680
Directions
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Brandon Ashley - Prudential Financial
Location 546 D, Broad St, Gadsden, AL 35901, USA
Phone (256) 442-7247
Directions
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Modern Woodmen of America
5 out of 5
Location 4990 US-278, Gadsden, AL 35903, USA
Phone (256) 492-3374
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 502 Broad St, Gadsden, AL 35901, USA
Phone (256) 546-9905
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2830 Forestdale Rd, Southside, AL 35907, USA
Phone (256) 442-5246
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1555 Clarence E Chesnut Jr Bypass, Centre, AL 35960, USA
Phone (256) 927-7670
Directions
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Lendmark Financial Services LLC
4 out of 5
Location 510 E Meighan Blvd Suite A-4, Gadsden, AL 35903, USA
Phone (256) 515-4820
Directions
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Patterson Financial Group - Northwestern Mutual
Location 715 Walnut St #100, Gadsden, AL 35901, USA
Phone (256) 456-9965
Directions
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FEBAA LLC
Location 106 Rainbow Industrial Blvd, Rainbow City, AL 35906, USA
Phone (256) 467-4520
Directions
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Northwestern Mutual: Carlisle Jacob
Location 350 Locust St #300, Gadsden, AL 35901, USA
Phone (256) 546-4680
Directions
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Eugenias Advisory Group
Location 508 S 5th St, Gadsden, AL 35901, USA
Phone (256) 546-3243
Directions
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Lincoln Financial Services
Location 546 Broad St Suite D, Gadsden, AL 35901, USA
Phone (256) 442-7247
Directions
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Northwestern Mutual Of Alabama - Gadsden
4 out of 5
Location 715 Walnut St Suite 100, Gadsden, AL 35901, USA
Phone (256) 546-4680
Directions
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Signature Group Financial Llc
Location 233 S 3rd St, Gadsden, AL 35901, USA
Phone (256) 547-6998
Directions
Financial Advisors in Etowah County, AL

Where Certified Financial Advisors in Etowah County, AL Serve

Etowah County, located in northeastern Alabama, is a vibrant and diverse community that boasts a rich history and a thriving economy. From the towering Noccalula Falls to the historic downtown district, this county is home to a variety of iconic landmarks that attract visitors from all over the world. In terms of employment, Etowah County is home to a number of top employers, including Goodyear Tire & Rubber Company, Gadsden Regional Medical Center, and the Etowah County School System. These companies provide thousands of jobs to local residents, helping to fuel the county's economic growth and prosperity. When it comes to transportation, Etowah County is well-connected to the rest of the state and beyond. Major highways such as I-59 and US-278 run through the county, providing easy access to nearby cities like Birmingham and Chattanooga. In addition, a number of local streets and roads make it easy to get around town and explore all that Etowah County has to offer.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Etowah County, AL can greatly benefit from the guidance of a financial advisor. With a median household income of $41,000 and a poverty rate of 20%, many individuals and families in this area may struggle with managing their finances and planning for the future. A financial advisor can provide personalized advice on budgeting, saving, and investing, as well as help individuals navigate complex financial situations such as retirement planning, estate planning, and tax preparation. Additionally, with the recent economic impact of the COVID-19 pandemic, a financial advisor can assist residents in Etowah County in developing a financial plan to weather the current economic uncertainty and prepare for future emergencies.

Insurance Broker

Residents of Etowah County, AL can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best coverage options for residents' unique needs and budgets. In Etowah County, where severe weather events such as tornadoes and floods are common, an insurance broker can help residents secure proper coverage for their homes and properties. Additionally, with a high percentage of residents working in blue-collar industries, an insurance broker can assist in finding affordable health insurance options and workers' compensation policies. By working with an insurance broker, residents of Etowah County can have peace of mind knowing they are properly insured in the face of potential risks and accidents.

Retirement Planning

Residents of Etowah County, AL can benefit greatly from the services of a retirement planner. With a significant portion of the population being over the age of 65, a retirement planner can provide guidance on how to maximize retirement income, manage investments, and plan for long-term care. Specifically, with the county's location in the Appalachian region, many residents may have unique financial needs and challenges that a retirement planner can address. Additionally, a retirement planner can help residents navigate the complex Social Security system and make informed decisions about when to start taking benefits. By working with a retirement planner, residents of Etowah County can feel more confident about their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Etowah County, AL can benefit greatly from the guidance and expertise of a wealth manager. With a wealth manager, residents can gain a better understanding of their financial situation and develop a personalized plan to achieve their financial goals. In a county where the median household income is below the national average, a wealth manager can provide valuable advice on how to maximize income and invest wisely. Additionally, a wealth manager can help residents navigate the complexities of estate planning, retirement planning, and tax planning. With the help of a wealth manager, residents of Etowah County can feel more confident about their financial future and make informed decisions that will benefit them and their families for years to come.

Mortgage Loan Officer

Residents of Etowah County, AL can benefit greatly from the services of a mortgage loan officer. These professionals can assist individuals in securing loans for purchasing homes, refinancing existing mortgages, and even obtaining home equity loans. With the median home value in Etowah County being around $100,000, many residents may require financial assistance in order to make such purchases. Additionally, a mortgage loan officer can help residents navigate the complex and ever-changing world of home financing, ensuring that they receive the best possible terms and rates. By working with a mortgage loan officer, residents of Etowah County can achieve their dreams of homeownership and secure their financial futures.

Tax Services

Residents of Etowah County, AL can benefit greatly from the services of a tax advisor. With a population of over 100,000 people, Etowah County has a diverse range of taxpayers, from small business owners to retirees. A tax advisor can help residents navigate the complex tax laws and regulations that apply to them, ensuring that they are taking advantage of all available deductions and credits. This can result in significant savings on their tax bill, which can be especially important for those living on a fixed income. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can affect a person's tax situation. In a county where the median household income is below the national average, the assistance of a tax advisor can be invaluable in helping residents achieve financial stability and security.

Estate Planning Lawyer

Residents of Etowah County, AL can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Etowah County, which has a higher-than-average poverty rate and a significant number of residents who rely on government assistance. An estate planning lawyer can also help residents minimize estate taxes and avoid probate, which can be a lengthy and costly process. Additionally, they can assist with healthcare directives and powers of attorney, which can ensure that a person's medical and financial decisions are made by someone they trust in the event they become incapacitated. Overall, an estate planning lawyer can provide peace of mind and protection for residents of Etowah County, AL.

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FAQs About Personal Financial Advisors in Etowah County, AL