Retirement Planning in Tuscaloosa, AL

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List of Firms

Top Retirement Planners in Tuscaloosa, AL

The Warr Group - Morgan Stanley
Location 1470 Northbank Pkwy Ste 280, Tuscaloosa, AL 35406, USA
Phone (205) 344-8443
Language https://advisor.morganstanley.com/the-warr-group?y_source=1_MTU3MzM2OTktNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Northwestern Mutual
4 out of 5
Location 1300 McFarland Blvd NE Ste 300, Tuscaloosa, AL 35406, USA
Phone (205) 409-0313
Language https://www.northwesternmutual.com/financial-professional-locator?address=1300%20McFarland%20Blvd%20NE,35406?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Renee Allen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1817 Commons N Dr, Tuscaloosa, AL 35406, USA
Phone (205) 345-2035
Language https://www.ameripriseadvisors.com/renee.w.allen/?cid=IP_local_google
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
Directions
Scott McClanahan - Morgan Stanley
Location 1470 Northbank Pkwy Ste 280, Tuscaloosa, AL 35406, USA
Phone (205) 344-8449
Language https://advisor.morganstanley.com/scott.mcclanahan?y_source=1_MTA4MjQxNDQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Merrill Lynch Wealth Management
Location 601 Towncenter Blvd, Tuscaloosa, AL 35406, USA
Phone (205) 759-9509
Language https://www.local.ml.com/TUSCALOOSA_AL
Directions
Michael Ford - Financial Advisor, Ameriprise Financial Services, LLC
Location 1817 Commons N Dr, Tuscaloosa, AL 35406, USA
Phone (205) 345-2035
Language https://www.ameripriseadvisors.com/Michael.Ford/?cid=IP_local_yext
Directions
Thornhill Capital Management
Location 100 Towncenter Blvd Suite 202, Tuscaloosa, AL 35406, USA
Phone (205) 737-8060
Language http://thornhillcm.com/
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 819 21st Ave, Tuscaloosa, AL 35401, USA
Phone (205) 752-2222
Language https://www.edwardjones.com/us-en
Directions
Dedrick Wealth Management Group of Raymond James
Location 200 Marina Dr, Tuscaloosa, AL 35406, USA
Phone (205) 464-2035
Language https://www.raymondjames.com/dedrickwealth
Directions
Debbie Crownover - Raymond James
Location 200 Marina Dr, Tuscaloosa, AL 35406, USA
Phone (205) 464-2030
Language http://raymondjames.com/crownover
Directions
S Clark Scarvey - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1470 Northbank Pkwy Ste 150, Tuscaloosa, AL 35406, USA
Phone (205) 710-6944
Language https://www.ameripriseadvisors.com/Clark.Scarvey/?cid=IP_local_google
Directions
Plaster, Scarvey & Shumaker - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1470 Northbank Pkwy Ste 150, Tuscaloosa, AL 35406, USA
Phone (205) 710-6940
Language https://www.ameripriseadvisors.com/team/plaster-scarvey-shumaker/?cid=IP_local_google
Directions
Terry Simpson - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1817 Commons N Dr, Tuscaloosa, AL 35406, USA
Phone (205) 345-2035
Language https://www.ameripriseadvisors.com/terry.w.simpson/?cid=IP_local_google
Directions
Crimson Village
4 out of 5
Location 1410 18th E Ave, Tuscaloosa, AL 35404, USA
Phone (205) 632-6699
Language http://www.crimsonvillage.com/
Directions
Mark Byars - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1817 Commons N Dr, Tuscaloosa, AL 35406, USA
Phone (205) 722-9354
Language https://www.ameripriseadvisors.com/mark.l.byars/?cid=IP_local_google
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
Directions
Jordan Plaster - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1470 Northbank Pkwy Ste 150, Tuscaloosa, AL 35406, USA
Phone (205) 710-6942
Language https://www.ameripriseadvisors.com/Jordan.Plaster/?cid=IP_local_google
Directions
Regency Retirement Village of Tuscaloosa
5 out of 5
Location 5001 Old Montgomery Hwy, Tuscaloosa, AL 35405, USA
Phone (205) 752-5500
Language https://regencytuscaloosa.com/
Directions
Alabama One Wealth Advisory
Location 1215 Veterans Memorial Pkwy, Tuscaloosa, AL 35404, USA
Directions
Retirement Planning in Tuscaloosa, AL

About Tuscaloosa, AL for Those Planning to Retire

Tuscaloosa, AL is a vibrant city located in the heart of Alabama. It is home to several landmarks, such as the Bryant-Denny Stadium, which is the home of the University of Alabama's Crimson Tide football team, and the Tuscaloosa Amphitheater, which hosts concerts and events throughout the year. The city is also known for its beautiful Riverwalk, which offers stunning views of the Black Warrior River. Tuscaloosa is home to many top employers, including the University of Alabama, DCH Health System, and Mercedes-Benz U.S. International. These companies provide many job opportunities for residents and contribute to the city's strong economy. Major highways and streets in Tuscaloosa include Interstate 20/59, McFarland Boulevard, and University Boulevard. These roads connect the city to other parts of Alabama and the country, making it easy for residents and visitors to travel.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Tuscaloosa, AL can benefit from a bank in various ways. For instance, a bank can provide loans to individuals who need financial assistance in starting a business or purchasing a home. Additionally, banks offer savings accounts and investment options that can help residents plan for their future and build wealth. Tuscaloosa, AL is known for its vibrant college town atmosphere, with the University of Alabama being a major attraction. As such, banks in Tuscaloosa can also offer student loans, financial aid services, and other resources to help students and their families pay for tuition and other expenses. Furthermore, banks can provide financial education and resources to help residents make informed decisions about their money, such as how to budget, save, and invest wisely. Overall, banks play a critical role in helping residents of Tuscaloosa, AL achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Tuscaloosa, AL can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies, which can be particularly challenging given the unique risks and exposures faced by Tuscaloosa residents. For example, Tuscaloosa is located in a region that is prone to natural disasters such as tornadoes and floods. An insurance broker can help residents find policies that cover these risks and ensure that they have adequate coverage in the event of a disaster. Additionally, an insurance broker can help residents find policies that are tailored to their unique needs and circumstances, such as policies that offer discounts for safe driving or policies that provide coverage for specific types of property. Overall, an insurance broker can be an invaluable resource for residents of Tuscaloosa, helping them navigate the often-confusing world of insurance and ensuring that they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Tuscaloosa, AL can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help Tuscaloosans create a personalized financial plan that takes into account their unique financial goals and circumstances. This is particularly important for residents of Tuscaloosa, a city that is home to the University of Alabama, a major employer and economic driver in the region. Secondly, a wealth manager can provide guidance on investment strategies that align with the resident's risk tolerance and long-term financial objectives. This is especially crucial given the economic volatility and uncertainty that has characterized the region in recent years, including the impact of natural disasters such as the 2011 tornado outbreak. Lastly, a wealth manager can assist Tuscaloosans in navigating the complexities of tax planning and estate planning, ensuring that they are prepared for the future and able to leave a lasting legacy for their loved ones.

Financial Advisor

Residents of Tuscaloosa, AL can greatly benefit from the guidance of a financial advisor. With a population of over 100,000, Tuscaloosa is home to a diverse group of individuals with varying financial goals and challenges. A financial advisor can assist residents in creating a personalized budget plan that takes into account the unique cost of living in Tuscaloosa, such as the high cost of healthcare and the relatively low cost of housing. Additionally, an advisor can help residents navigate the complex world of retirement planning, including options for social security and pensions. For those who are interested in investing, an advisor can provide guidance on the best strategies for building a diverse portfolio that aligns with their goals and risk tolerance. Ultimately, a financial advisor can provide residents of Tuscaloosa with the tools and knowledge they need to make informed financial decisions and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Tuscaloosa, AL can benefit greatly from the assistance of a mortgage loan officer. With the city's population of over 100,000, many individuals and families are in need of financial guidance when it comes to purchasing a home. A mortgage loan officer can provide expert advice on the various types of loans available, including FHA and VA loans, and assist in finding the best rates and terms to fit the borrower's unique situation. In addition, Tuscaloosa is home to the University of Alabama, which attracts many students and faculty members who may be looking to purchase a home in the area. A mortgage loan officer can help these individuals navigate the complex process of obtaining a mortgage while also considering their student loans and other financial obligations. With the help of a knowledgeable mortgage loan officer, residents of Tuscaloosa can achieve their dreams of homeownership and secure a stable financial future.

Tax Services

Residents of Tuscaloosa, AL can benefit from the expertise of a tax advisor in numerous ways. One specific way is by helping them navigate the complex tax laws that are unique to Alabama. For example, Alabama has a state income tax that ranges from 2% to 5%, and a sales tax that can vary by county. A tax advisor can help residents understand how these taxes affect their finances and can offer advice on how to minimize their tax liability. Additionally, Tuscaloosa is home to the University of Alabama, which can complicate tax situations for both students and faculty. A tax advisor can provide guidance on how to properly report income and deductions related to education expenses. Overall, a tax advisor can provide valuable assistance to residents of Tuscaloosa in navigating the complex tax landscape of Alabama and ensuring they are maximizing their tax savings.

Estate Planning Lawyer

Residents of Tuscaloosa, AL can benefit from the services of an estate planning lawyer in various ways. Firstly, the lawyer can assist in drafting a will that clearly outlines how an individual's assets will be distributed upon their death. This is particularly important in Tuscaloosa, AL, where the median home value is $173,600, and many residents may have significant assets that they want to protect and pass down to their loved ones. Additionally, an estate planning lawyer can help residents create trusts to manage their assets during their lifetime and ensure that their wishes are carried out after their death. This is especially important for Tuscaloosa, AL residents who may have children or grandchildren with special needs, as a trust can provide ongoing financial support for their care. Finally, an estate planning lawyer can help residents minimize their tax liability and ensure that their assets are protected from creditors and other potential threats.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Tuscaloosa, AL can help individuals plan for their golden years in a comprehensive and customized manner. With a deep understanding of the local economy and financial landscape, a retirement planner in Tuscaloosa can provide tailored advice on investment strategies, tax planning, and social security benefits. Moreover, they can help clients navigate the unique challenges of retirement planning in Tuscaloosa, such as the high cost of healthcare and the impact of natural disasters on property values. From creating a retirement income plan to identifying potential risks and opportunities, a retirement planner in Tuscaloosa can provide invaluable guidance to help clients achieve their retirement goals.

Tuscaloosa, Alabama is the ideal place to find a retirement planner due to its burgeoning financial industry and the abundance of experienced professionals. With its proximity to the University of Alabama, Tuscaloosa is home to a diverse and highly educated population, including many financial experts. The city's economy is also thriving, with a variety of industries ranging from healthcare to manufacturing. This means that Tuscaloosa's retirement planners have experience working with clients from a wide range of backgrounds and financial situations. Additionally, the city's planners are well-versed in the latest financial trends and strategies, ensuring that retirees receive the most up-to-date advice and guidance. Overall, Tuscaloosa's combination of a thriving economy, educated population, and experienced financial professionals make it the perfect place to find a retirement planner.