Best Financial Advisors in Fairhope, AL

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Fairhope, AL Fiduciary Financial Advisors

SEC File# 801-79151
CRD# 155548
5 out of 5
Location 54 S Greeno Rd, Fairhope, AL 36532, USA
Phone (251) 928-9498
Directions
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4Kast ADVISORS LLC™
Location 606 Bon Secour Ave, Fairhope, AL 36532, USA
Phone (251) 210-4207
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Morgan Stanley Financial Advisors
5 out of 5
Location 7530 Parker Rd, Fairhope, AL 36532, USA
Phone (251) 990-2930
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Kennedy Advisory
Location 308 Magnolia Ave # 200, Fairhope, AL 36532, USA
Phone (251) 928-3131
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Edward Jones - Financial Advisor: Wesley Singleton
SEC File# 801-3297
CRD# 250
Location 151 Fly Creek Ave Suite 415, Fairhope, AL 36532, USA
Phone (251) 990-6228
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Morgan Stanley
Location 7530 Parker Rd STE: 100, Fairhope, AL 36532, USA
Phone (251) 990-2935
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Atlantes Financial Advisors
Location 365 Grand Ave, Fairhope, AL 36532, USA
Phone (251) 928-1616
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Edward Jones - Financial Advisor: Sue Cade, AAMS™
SEC File# 801-3297
CRD# 250
Location 405 Johnson Ave, Fairhope, AL 36532, USA
Phone (251) 928-7559
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Stonecastle Partners
Location 118 Augusta Ct, Fairhope, AL 36532, USA
Phone (251) 210-4850
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Hayek Kallen Investment Management
SEC File# 801-23973
CRD# 106454
Location 50 S Church St c, Fairhope, AL 36532, USA
Phone (251) 928-8999
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Edward Jones - Financial Advisor: Michael J Waters
SEC File# 801-3297
CRD# 250
5 out of 5
Location 412 Equality St, Fairhope, AL 36532, USA
Phone (251) 929-0167
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Town Square Consulting LLC
5 out of 5
Location 7 Bayview St S suite c, Fairhope, AL 36532, USA
Phone (251) 338-1186
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Brian W Chew Financial Services
Location 384 Fairhope Ave, Fairhope, AL 36532, USA
Phone (251) 990-0070
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Null Financial Group
Location 413 Johnson Ave, Fairhope, AL 36532, USA
Phone (251) 327-2124
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Cornerstone Investment Management & Consulting
Location 809 Daphne Ave C, Daphne, AL 36526, USA
Phone (251) 626-6292
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Merrill Lynch Wealth Management Advisor Thomas E Smith
Location 601 N Section St, Fairhope, AL 36532, USA
Phone (251) 990-2452
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Terry Carter & Co
Location 311 Magnolia Ave, Fairhope, AL 36532, USA
Phone (251) 929-2827
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Peters Financial LLC
Location 365 Grand Ave Suite E, Fairhope, AL 36532, USA
Phone (251) 342-4874
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Merrill Lynch Wealth Management Advisor Stephanie Lynn Kastrup
Location 601 N Section St, Fairhope, AL 36532, USA
Phone (251) 990-2364
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Gulf Coast Financial Advisors
SEC File# 801-110709
CRD# 288712
5 out of 5
Location 413 Johnson Ave, Fairhope, AL 36532, USA
Phone (251) 327-2124
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Merrill Lynch Wealth Management Advisor Melanie M Harris
Location 601 N Section St, Fairhope, AL 36532, USA
Phone (251) 990-2371
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Phillips & Co. Wealth Management LLC
Location 12 S Bancroft St, Fairhope, AL 36532, USA
Phone (251) 517-9550
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The DFD Group - Morgan Stanley
Location 7530 Parker Rd Suite 100, Fairhope, AL 36532, USA
Phone (251) 990-2939
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Aptus Capital Advisors
5 out of 5
Location 265 Young St, Fairhope, AL 36532, USA
Phone (251) 517-7198
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Centennial Financial Services - Ameriprise Financial Services, LLC
Location 218 Greeno Rd N, Fairhope, AL 36532, USA
Phone (251) 928-0362
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Merrill Lynch Wealth Management Advisor S Wesley Carpenter
5 out of 5
Location 601 N Section St, Fairhope, AL 36532, USA
Phone (251) 990-2361
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Burton & Associates
Location 314 Magnolia Ave, Fairhope, AL 36532, USA
Phone (251) 929-2201
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Fred Miller - Ameriprise Financial Services, LLC
Location 218 Greeno Rd N, Fairhope, AL 36532, USA
Phone (251) 928-0362
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Edward Jones - Financial Advisor: Matt Blevins
SEC File# 801-3297
CRD# 250
5 out of 5
Location 19267 A S Greeno Rd ste 2, Fairhope, AL 36532, USA
Phone (251) 990-9916
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 19267 S Greeno Rd, Fairhope, AL 36532, USA
Phone (251) 990-7176
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Wells Fargo Advisors
5 out of 5
Location 208 N Greeno Rd Suite D1, Fairhope, AL 36532, USA
Phone (251) 990-8855
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Marcus & Millichap
Location 208 N Greeno Rd suite b-2, Fairhope, AL 36532, USA
Phone (251) 929-7300
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Merrill Lynch Wealth Management Advisor Bailey Stitt
Location 601 N Section St, Fairhope, AL 36532, USA
Phone (251) 990-2365
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Care Financial
Location 19973 AL-181 suite a, Fairhope, AL 36532, USA
Phone (251) 633-7122
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STM Asset Management LLC
5 out of 5
Location 136 Stratford St, Fairhope, AL 36532, USA
Phone (251) 533-6521
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Stifel Nicolaus & Co Inc
Location 205 Fairhope Ave, Fairhope, AL 36532, USA
Phone (251) 990-7163
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Callahan Financial Solutions
Location 116 Fairhope Ave, Fairhope, AL 36532, USA
Phone (251) 990-4700
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Protective Financial Services
Location 21215B AL-181, Fairhope, AL 36532, USA
Phone (251) 928-9866
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Ralph Anderson - Morgan Stanley
Location 7530 Parker Rd, Fairhope, AL 36532, USA
Phone (251) 990-2943
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Merrill Lynch Wealth Management Advisor Kaitlyn Elise LeBlanc
Location 601 N Section St, Fairhope, AL 36532, USA
Phone (251) 990-2377
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Century Securities Associates
Location 406 Pine St, Fairhope, AL 36532, USA
Phone (251) 990-6103
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Henry Wealth Management
5 out of 5
Location 22787 US-98 e4, Fairhope, AL 36532, USA
Phone (251) 517-0207
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Fred Miller - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 218 Greeno Rd N, Fairhope, AL 36532, USA
Phone (251) 928-0362
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Barranco & Associates, LLC
5 out of 5
Location 356 Morphy Ave Suite B, Fairhope, AL 36532, USA
Phone (251) 270-3211
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Merrill Lynch Wealth Management Advisor William H Naff
Location 601 N Section St, Fairhope, AL 36532, USA
Phone (251) 990-2391
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C Hodges Harty - Merrill Lynch
Location 601 N Section St, Fairhope, AL 36532, USA
Phone (251) 990-2378
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Financial Advisors in Fairhope, AL

Where Certified Financial Advisors in Fairhope, AL Serve

Nestled on the eastern shore of Mobile Bay, Fairhope, AL is a charming city bursting with Southern hospitality and natural beauty. From the historic Fairhope Pier, where locals and visitors alike gather to watch the sunset over the bay, to the quaint shops and restaurants lining the streets of downtown, there is no shortage of landmarks to explore in this idyllic community. Major highways such as Interstate 10 and US Highway 98 provide easy access to nearby cities like Mobile and Pensacola, while scenic routes like the Coastal Alabama Scenic Byway offer breathtaking views of the Gulf Coast. Fairhope is home to a diverse range of top employers, including the Fairhope School System, Thomas Hospital, and the City of Fairhope. The city also boasts a thriving arts community, with organizations like the Eastern Shore Art Center and the Fairhope Film Festival drawing visitors from around the world.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fairhope, AL could greatly benefit from the guidance of a financial advisor in several ways. One of the most common ways would be in planning for retirement, as Fairhope has a large population of retirees and those nearing retirement age. A financial advisor could help residents assess their current financial situation, create a plan for saving and investing, and make adjustments as needed to ensure a comfortable retirement. Additionally, with Fairhope's growing economy and real estate market, a financial advisor could assist residents in making wise investments and managing their assets. Overall, a financial advisor could provide valuable support and expertise to help Fairhope residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Fairhope, AL can benefit greatly from the expertise of an insurance broker. With its proximity to the Gulf of Mexico, Fairhope is prone to natural disasters such as hurricanes and flooding. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that adequately protects their homes and property in the event of a disaster. Additionally, Fairhope is home to many retirees who may have unique insurance needs, such as long-term care coverage. An insurance broker can help these individuals find policies that meet their specific needs and budget. Overall, working with an insurance broker can provide peace of mind and financial security for residents of Fairhope, AL.

Retirement Planning

Residents of Fairhope, AL can greatly benefit from the services of a retirement planner. One of the most common ways that a retirement planner can help Fairhope residents is by creating a customized retirement plan that takes into account their unique financial situation and goals. With Fairhope's thriving retirement community, a retirement planner can help residents navigate the complexities of retirement planning, such as maximizing social security benefits and managing retirement savings. Additionally, a retirement planner can provide guidance on healthcare options, long-term care planning, and estate planning, all of which are important considerations for retirees in Fairhope and beyond. With the help of a retirement planner, Fairhope residents can feel confident and secure in their retirement years.

Wealth Management

Residents of Fairhope, AL could benefit greatly from the expertise of a wealth manager. With its picturesque downtown area and proximity to Mobile Bay, Fairhope is a popular destination for retirees and those seeking a slower pace of life. A wealth manager could help these residents navigate the complexities of retirement planning, including managing their savings and investments to ensure a comfortable retirement. Additionally, Fairhope is home to a thriving arts community, and a wealth manager could assist artists and creatives in managing their finances and building a sustainable career. Overall, a wealth manager could provide valuable guidance and support to residents of Fairhope, helping them achieve their financial goals and enjoy the relaxed lifestyle the town is known for.

Mortgage Loan Officer

Residents of Fairhope, AL can benefit greatly from the services of a mortgage loan officer. First and foremost, a loan officer can assist residents in securing a mortgage to purchase a home in Fairhope's highly competitive real estate market. With its charming downtown area, beautiful parks, and proximity to Mobile Bay, Fairhope is a desirable place to live. A mortgage loan officer can also help residents refinance their current mortgages to take advantage of lower interest rates or to access equity in their homes. Additionally, Fairhope has a large retirement community, and a loan officer can help seniors navigate the complexities of reverse mortgages. Overall, a mortgage loan officer can provide valuable guidance and support to residents of Fairhope, AL as they navigate the home buying and financing process.

Tax Services

Residents of Fairhope, AL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can assist is by helping residents navigate the complex tax laws and regulations specific to Alabama. For example, Fairhope is known for its high property taxes, which can be confusing and overwhelming for homeowners. A tax advisor can provide guidance on how to minimize tax liabilities while still complying with state and local tax laws. Additionally, tax advisors can help residents with tax planning, identifying deductions and credits, and preparing tax returns accurately and on time. With the help of a tax advisor, residents of Fairhope can feel confident that they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Fairhope, AL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Fairhope is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Fairhope, a small town known for its picturesque downtown and beautiful bay views, as many residents have significant assets tied up in real estate and other property. An estate planning lawyer can also help residents minimize their tax liability and protect their assets from potential creditors or legal disputes. With the help of an estate planning lawyer, residents of Fairhope can have peace of mind knowing that their loved ones will be taken care of and their legacy will be preserved.

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FAQs About Personal Financial Advisors in Fairhope, AL