Retirement Planning in Mobile County, AL

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Top Retirement Planners in Mobile County, AL

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First Financial Group
SEC File# 801-112777
CRD# 134006
Location 3601 Springhill Business Pk Suite 102-A, Mobile, AL 36608, USA
Phone (251) 343-8256
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Sandifer Wealth Management
SEC File# 801-79414
CRD# 166948
Location 3615 Old Shell Rd, Mobile, AL 36608, USA
Phone (251) 340-1984
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Kenneth T. Simmons LLC dab Simmons Financial Concepts
Location 11 N Water St Suite 10290, Mobile, AL 36602, USA
Phone (251) 367-1100
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The Daughdrill Group - Morgan Stanley
5 out of 5
Location 11 N Water St Suite 16290, Mobile, AL 36602, USA
Phone (251) 470-1074
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Nichols Financial Services
Location 3925 Michael Blvd # B, Mobile, AL 36609, USA
Phone (251) 316-3606
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Jennifer Ryder - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 3514 Montlimar Plaza Dr, Mobile, AL 36609, USA
Phone (251) 344-5551
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Strategic Wealth Specialists
4 out of 5
Location 3213 Executive Park Cir, Mobile, AL 36606, USA
Phone (251) 472-4400
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Coastal Life & Retirement
5 out of 5
Location 3662 Dauphin St Suite A-1, Mobile, AL 36608, USA
Phone (251) 786-4255
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Retirement Advisors Inc
1 out of 5
Location 1009 Downtowner Blvd, Mobile, AL 36609, USA
Phone (251) 344-0707
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Plan Sponsor Consultants
Location 354 W Delwood Dr, Mobile, AL 36606, USA
Phone (844) 401-5772
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James Thomas Lee - Financial Advisor, Ameriprise Financial Services, LLC
Location 3514 Montlimar Plaza Dr, Mobile, AL 36609, USA
Phone (251) 344-5551
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Retirement Planning in Mobile County, AL

About Mobile County, AL for Those Planning to Retire

Mobile County, AL is a vibrant and diverse region located in the southern part of the state. Home to numerous landmarks, top employers, major highways and streets, and neighborhoods, this area is a hub of activity and opportunity. One of the most notable landmarks in Mobile County is the USS Alabama Battleship Memorial Park, which features a variety of exhibits and displays showcasing the history of this iconic vessel. Other notable landmarks include the Mobile Museum of Art, the Cathedral Basilica of the Immaculate Conception, and the Gulf Coast Exploreum Science Center. As for top employers, Mobile County is home to a number of major companies, including Airbus, Austal USA, and the University of South Alabama. These organizations provide a wide range of employment opportunities across a variety of industries, from aerospace and defense to healthcare and education. In terms of major highways and streets, Mobile County is served by a number of key routes, including Interstate 10, Interstate 65, and US Route 98.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Mobile County, AL can benefit from a bank in various ways. For instance, the bank can provide them with financial advice and services that can help them manage their finances better. This is particularly important in Mobile County, AL, where the economy is largely driven by the shipping industry and the port of Mobile. Due to the cyclical nature of this industry, many residents may experience fluctuations in their income, making it challenging to budget and save. Therefore, a bank can help them create a budget, set financial goals, and develop a savings plan to prepare for the future. Additionally, a bank can offer loans and credit facilities that can be used to invest in education, start a business, or buy a home, which can contribute to the economic growth of the county. Overall, a bank can be a valuable resource for residents of Mobile County, AL, as it can help them navigate the complexities of the financial world and achieve their financial goals.

Insurance Broker

Residents of Mobile County, AL can benefit from the services of an insurance broker in a variety of ways. One specific aspect of Mobile County that an insurance broker can assist with is the frequent occurrences of natural disasters. With its location on the Gulf Coast, Mobile County is prone to hurricanes, floods, and other weather-related events. An insurance broker can help residents navigate the complexities of insurance policies, ensuring that they have adequate coverage for their homes and businesses in the event of a disaster. Additionally, an insurance broker can provide guidance on how to mitigate risk and prevent damage to property, ultimately saving residents money in the long run. With the help of an insurance broker, residents of Mobile County can have peace of mind knowing that they are prepared for whatever challenges come their way.

Wealth Management

Residents of Mobile County, Alabama can benefit from a wealth manager in several ways. With the county's diverse economy, which includes industries such as aerospace, healthcare, and maritime, a wealth manager can help individuals navigate the complexities of investing in various sectors. Additionally, Mobile County is prone to natural disasters such as hurricanes, which can have a significant impact on personal finances. A wealth manager can assist in creating a comprehensive financial plan that takes into account potential risks and provides a safety net in case of emergencies. Furthermore, with the county's large military presence, many families may require assistance in managing their finances during deployments or transitions. A wealth manager can provide guidance on investment strategies that align with long-term goals while taking into account unique circumstances. Overall, a wealth manager can provide invaluable support to residents of Mobile County, helping them achieve financial stability and security.

Financial Advisor

Residents of Mobile County, AL could benefit from the guidance of a financial advisor in a multitude of ways. One specific area where a financial advisor could be helpful is in navigating the unique tax laws in Mobile County. With a combined state and local sales tax rate of 10%, Mobile County has one of the highest tax rates in the country. A skilled financial advisor could assist residents in making strategic financial decisions that minimize their tax burden and maximize their overall financial well-being. Additionally, a financial advisor could help residents plan for the potential impact of natural disasters, such as hurricanes, which are common in the Gulf Coast region. By creating a comprehensive financial plan that takes into account potential disruptions to income and property, residents of Mobile County can have peace of mind knowing that they are prepared for any eventuality.

Mortgage Loan Officer

Residents of Mobile County, AL can benefit greatly from the services of a mortgage loan officer. With the county being home to a diverse population, including military personnel, retirees, and young families, the need for affordable housing options is high. A mortgage loan officer can assist residents in navigating the complex world of home buying, providing guidance on the best loan options available to suit their unique financial situation. They can also help residents understand the various laws and regulations that govern the home buying process in Mobile County, AL, including property taxes, insurance requirements, and zoning laws. Additionally, a mortgage loan officer can assist residents in securing the necessary financing to purchase a home in a county that boasts a thriving economy, rich cultural heritage, and access to some of the most beautiful beaches in the country.

Tax Services

Residents of Mobile County, AL could benefit from the expertise of a tax advisor in a variety of ways. For instance, Mobile County has a unique tax code that differs from other counties in Alabama. A tax advisor could assist residents in navigating these intricacies and ensure that they are not overpaying or underpaying their taxes. Additionally, Mobile County has a significant maritime industry, which can complicate tax filings for those employed in this sector. A tax advisor with knowledge of maritime tax laws could help these individuals maximize their tax benefits and avoid penalties. Furthermore, Mobile County has a diverse population with a range of income levels, making it essential for residents to have a solid understanding of tax planning and preparation. A tax advisor could provide guidance on deductions, credits, and other tax-saving strategies to help residents keep more of their hard-earned money. Overall, a tax advisor could be a valuable resource for Mobile County residents in navigating the county's unique tax landscape and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Mobile County, AL can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist individuals in creating a comprehensive estate plan that takes into account their unique financial and familial circumstances. Given that Mobile County is home to a diverse population with varying levels of wealth, an estate planning lawyer can help ensure that an individual's assets are distributed according to their wishes, while minimizing tax liabilities. Additionally, an estate planning lawyer can help residents of Mobile County navigate the complex legal requirements for creating wills, trusts, and other estate planning documents. This is particularly important given that Alabama has its own set of laws governing estate planning, which can be confusing and difficult to navigate without professional assistance. Ultimately, an estate planning lawyer can provide valuable peace of mind to Mobile County residents, knowing that their assets and loved ones will be taken care of according to their wishes.

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