Best Financial Advisors in Montgomery County, AL

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List of Firms

Montgomery County, AL Fiduciary Financial Advisors

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Merrill Lynch Wealth Management Advisor Jonathan S Parker
Location 4001 Carmichael Rd 5th Floor, Suite 500, Montgomery, AL 36106, USA
Phone (334) 409-5858
Directions
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Edward Jones - Financial Advisor: Dan Schofield IV, AAMS™
Location 8426 Crossland Loop, Montgomery, AL 36117, USA
Phone (334) 270-8377
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Level Four Wealth Management
Location 7031 Halcyon Park Dr, Montgomery, AL 36117, USA
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Corporate Financial Services
5 out of 5
Location 7050 Fain Park Dr STE 12, Montgomery, AL 36117, USA
Phone (334) 215-4499
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David Petty - Raymond James
4 out of 5
Location 7460 Halcyon Pointe Dr, Montgomery, AL 36117, USA
Phone (334) 213-4200
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Robert Broach - Raymond James
Location 4121 Carmichael Rd, Montgomery, AL 36106, USA
Phone (334) 481-6916
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Rice Advisory LLC
1 out of 5
Location 250 Commerce St #3, Montgomery, AL 36104, USA
Phone (334) 262-1035
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Hagen Wealth Management
Location 8116 Old Federal Rd # C, Montgomery, AL 36117, USA
Phone (334) 659-1436
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McInnes Wealth Management Group - Morgan Stanley
Location 7515 Halcyon Summit Dr Ste 300, Montgomery, AL 36117, USA
Phone (334) 270-2618
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Legacy Advisors, Inc.
SEC File# 801-121038
CRD# 105849
Location 310 Eastdale Cir, Montgomery, AL 36117, USA
Phone (334) 277-4370
Directions
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Fletcher Gibson - Raymond James
Location 8650 Minnie Brown Rd Ste 222, Montgomery, AL 36117, USA
Phone (334) 481-6900
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Winn Wealth Management - Morgan Stanley
Location 7515 Halcyon Summit Dr Ste 300, Montgomery, AL 36117, USA
Phone (334) 270-2634
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Guntharp Financial
Location 7515 Halcyon Pointe Dr #8054, Montgomery, AL 36117, USA
Phone (334) 799-9506
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Reid Fields - Morgan Stanley
Location 7515 Halcyon Summit Dr Ste 300, Montgomery, AL 36117, USA
Phone (334) 270-2628
Directions
Financial Advisors in Montgomery County, AL

Where Certified Financial Advisors in Montgomery County, AL Serve

Montgomery County, AL is a vibrant and bustling area filled with a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Alabama State Capitol building to the Montgomery Museum of Fine Arts, there is no shortage of cultural and historical landmarks to explore. Top employers in the area include Hyundai Motor Manufacturing Alabama, Maxwell Air Force Base, and the Montgomery Public Schools system, providing a wide range of job opportunities for residents. Major highways and streets, such as Interstate 65 and the Eastern Boulevard, make transportation throughout the county easy and convenient. Neighborhoods like Cloverdale and Old Alabama Town offer charming homes and a strong sense of community, while newer developments like Hampstead and Pike Road boast modern amenities and upscale living. Whether you're a history buff, a job seeker, or a family looking for a great place to call home, Montgomery County, AL has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Montgomery County, AL can benefit greatly from the services of a financial advisor. With a median household income of $49,478, many families in the county struggle to make ends meet and plan for the future. A financial advisor can help these families create a budget, manage debt, and save for retirement or college expenses. Additionally, Montgomery County has a high poverty rate, with 18.6% of the population living below the poverty line. A financial advisor can provide guidance on how to make the most of limited resources and navigate government assistance programs. By working with a financial advisor, residents of Montgomery County can improve their financial literacy and achieve their long-term goals.

Insurance Broker

Residents of Montgomery 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 providing personalized and tailored insurance solutions to meet the specific needs of Montgomery County residents. For example, Montgomery County is known for its high risk of natural disasters such as tornadoes and floods. An experienced insurance broker can help residents navigate the complexities of insurance policies and find coverage that protects them from these risks. Additionally, an insurance broker can help residents save money by comparing policies from multiple providers and finding the best rates for their needs. Overall, an insurance broker can provide valuable assistance to Montgomery County residents in protecting their homes, businesses, and families from unexpected events.

Retirement Planning

Residents of Montgomery County, AL could greatly benefit from the expertise of a retirement planner. With a median age of 38.8 years old, many individuals in Montgomery County are likely in the prime of their careers and may not have given much thought to their retirement plans. A retirement planner can help residents assess their current financial situation, set realistic retirement goals, and create a personalized plan to achieve those goals. Additionally, Montgomery County is home to a large military population, many of whom may have unique retirement needs and benefits that a retirement planner can help navigate. Overall, a retirement planner can provide valuable guidance and peace of mind for residents of Montgomery County, AL as they plan for their future.

Wealth Management

Residents of Montgomery County, AL could benefit from the expertise of a wealth manager in several ways. For instance, a wealth manager can help them create a personalized financial plan that aligns with their short-term and long-term goals. The wealth manager can also provide guidance on investment strategies, tax planning, and risk management. Additionally, Montgomery County has a high percentage of retirees who may need assistance with retirement planning, estate planning, and managing their assets. A wealth manager can help them navigate the complexities of these areas and ensure they have a comfortable retirement. Overall, a wealth manager can provide valuable financial advice and support to residents of Montgomery County, AL, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Montgomery County, AL can greatly benefit from the assistance of a mortgage loan officer. With the majority of residents being homeowners, a mortgage loan officer can provide guidance and support in securing a mortgage for a new home or refinancing an existing one. Furthermore, Montgomery County is home to a diverse population, including military families and individuals with lower incomes. A mortgage loan officer can help these individuals explore their options for government-backed loans and programs, such as VA loans and FHA loans, which can provide more affordable and accessible financing. Overall, a mortgage loan officer can help residents of Montgomery County navigate the complex world of home financing and find the best options for their unique needs and circumstances.

Tax Services

Residents of Montgomery County, AL can benefit greatly from the expertise of a tax advisor. One of the most common ways they can be helped is by navigating the complex tax laws specific to Alabama. For example, Montgomery County has a sales tax rate of 9%, which is higher than the state average. A tax advisor can help residents understand how to properly calculate and report their sales tax, as well as identify any exemptions or deductions they may be eligible for. Additionally, a tax advisor can help residents with tax planning and preparation, ensuring they are maximizing their deductions and minimizing their tax liability. Overall, working with a tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of Montgomery County, AL can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines how a person's assets will be distributed after their passing. This is particularly important in Montgomery County, where many families own property and have significant assets. An estate planning lawyer can also help residents navigate complex tax laws and minimize tax liabilities for their heirs. Additionally, an estate planning lawyer can assist with creating trusts, wills, and other legal documents that can protect a person's assets and ensure their wishes are carried out according to their wishes. By working with an estate planning lawyer, residents of Montgomery County can have peace of mind knowing that their loved ones will be taken care of and their assets will be distributed according to their wishes.

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FAQs About Personal Financial Advisors in Montgomery County, AL