Wealth Management in Jefferson County, AL

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Jefferson County, AL Wealth Management Firms

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Wealth Management Group, LLC
SEC File# 801-78772
CRD# 169274
5 out of 5
Location 1125 The Financial Center, 505 20th Street North, Birmingham, AL 35203, USA
Phone (205) 582-7440
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 – 3:00 PM Saturday: Closed Sunday: Closed
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SEC File# 801-76956
CRD# 164100
5 out of 5
Location 101 25th St N suite 100, Birmingham, AL 35203, USA
Phone (205) 208-8700
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 – 3:00 PM Saturday: Closed Sunday: Closed
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McClellan Wealth Management
5 out of 5
Location 800 Shades Creek Pkwy Suite 310, Birmingham, AL 35209, USA
Phone (205) 208-9868
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SaStone Wealth Management, Inc Christopher L. Cowing
Location 2 Perimeter Park S Suite 500W, Birmingham, AL 35243, USA
Phone (205) 418-8268
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Merrill Lynch Wealth Management Advisor Sam (Skip) H Donnell
Location 569 Brookwood Village, Birmingham, AL 35209, USA
Phone (205) 326-9568
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Shades Creek Wealth Advisors
Location 2318 2nd Ave N, Birmingham, AL 35203, USA
Phone (205) 874-9299
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Talley & Hall Wealth Management of Raymond James
Location 2900 US-280 Ste 100, Birmingham, AL 35223, USA
Phone (205) 874-4338
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Wealth Management in Jefferson County, AL

Where Wealth Management Advisors in Jefferson County, AL Serve

Jefferson County, AL is a vibrant and diverse area located in the heart of the Southern United States. This county is home to several notable landmarks, including the Birmingham Civil Rights Institute, the Birmingham Museum of Art, and the Barber Vintage Motorsports Museum. With a population of over 660,000 people, Jefferson County is a hub of economic activity, with many top employers such as UAB Health System, Regions Financial Corporation, and the University of Alabama at Birmingham. Major highways and streets in the area include I-20, I-65, and US-280, providing easy access to nearby cities and attractions. Additionally, Jefferson County is divided into several distinct neighborhoods, each with its own unique character and charm. From the historic homes of Mountain Brook to the trendy shops and restaurants of Avondale, there is something for everyone in this dynamic and exciting county. Whether you're a longtime resident or just passing through, Jefferson County is sure to leave a lasting impression on all who visit.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Jefferson County, AL can benefit from a bank in several ways. Firstly, a bank can provide financial services such as savings accounts, checking accounts, and loans. This is particularly useful for residents of Jefferson County, AL as the area has a high poverty rate and a median household income that is lower than the national average. Secondly, a bank can help residents of Jefferson County, AL to access credit, which can be used to start a business or purchase a home. This is especially important as Jefferson County, AL has a high unemployment rate and a low rate of home ownership. Lastly, a bank can help residents of Jefferson County, AL to save money by offering low-cost banking services and financial education programs. This is crucial as many residents of Jefferson County, AL do not have access to affordable financial services and may not have the knowledge or skills to manage their finances effectively.

Insurance Broker

Residents of Jefferson County, AL can benefit from the services of an insurance broker in a multitude of ways. With a population of over 660,000 people, Jefferson County is the most populous county in Alabama. This means that there are a significant number of individuals and families who require insurance coverage for their homes, cars, health, and businesses. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their unique needs. Additionally, Jefferson County is home to a diverse range of industries, including healthcare, finance, and manufacturing. An insurance broker with expertise in these areas can provide specialized coverage options and help businesses protect their assets. With the potential for natural disasters such as tornadoes and floods, an insurance broker can also assist residents in securing appropriate coverage for their homes and property. Overall, an insurance broker can provide invaluable assistance to residents of Jefferson County in protecting themselves, their families, and their businesses.

Retirement Planning

Residents of Jefferson County, AL could greatly benefit from the expertise of a retirement planner in a multitude of ways. With a population of over 660,000, Jefferson County is the most populous county in Alabama, which means there are a significant number of individuals who may be nearing retirement age or already retired. A retirement planner can help these individuals navigate the complexities of retirement planning, including creating a customized retirement plan that takes into account their unique financial situation, goals, and risk tolerance. Additionally, a retirement planner can provide guidance on important topics such as social security, Medicare, and long-term care planning. Given the economic challenges faced by Jefferson County in recent years, a retirement planner can also help individuals identify potential sources of income in retirement beyond traditional investments, such as rental properties or part-time work. Overall, a retirement planner can provide invaluable support to residents of Jefferson County as they prepare for and navigate the complexities of retirement.

Financial Advisor

Residents of Jefferson County, AL could benefit significantly from the expertise of a financial advisor. Specifically, with the county's high poverty rate of 16.2%, a financial advisor could help individuals and families create a budget and savings plan to increase their financial stability. Additionally, with the county's median household income of $50,000, a financial advisor could assist in creating a long-term investment strategy to help residents build wealth and secure their financial future. Furthermore, with the county's high property tax rates, a financial advisor could provide guidance on how to minimize tax liabilities and maximize deductions. Overall, a financial advisor could provide invaluable assistance to residents of Jefferson County, AL in navigating the complexities of personal finance and achieving their financial goals.

Mortgage Loan Officer

Residents of Jefferson County, AL can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can help residents navigate the complex and often confusing mortgage application process, ensuring that they find the best possible mortgage product to meet their needs. Additionally, the loan officer can provide guidance on the local housing market, which can be particularly helpful in Jefferson County, where the real estate market can be highly competitive and fast-moving. Furthermore, the loan officer can advise residents on how to improve their credit score, which is especially important in Jefferson County, where many residents struggle with debt and financial insecurity. Ultimately, by working with a mortgage loan officer, residents of Jefferson County can secure the financing they need to purchase their dream home and build a brighter future for themselves and their families.

Tax Services

Residents of Jefferson County, AL can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can assist individuals in navigating the complex tax laws and regulations specific to the county. For instance, Jefferson County has a local sales tax of 2% in addition to the state sales tax of 4%. A tax advisor can help residents understand how this affects their purchases and how to properly file their taxes. Additionally, a tax advisor can provide guidance on how to maximize deductions and credits, which can result in significant savings. Furthermore, a tax advisor can help businesses in Jefferson County with tax planning and compliance, ensuring they are following all local and state tax laws. With the help of a tax advisor, residents of Jefferson County can feel confident that they are making informed decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Jefferson County, AL would greatly benefit from the services of an estate planning lawyer. With a population of over 660,000 people, Jefferson County is the most populous county in Alabama and is home to a diverse range of individuals with unique estate planning needs. An estate planning lawyer can assist residents with drafting wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes. Additionally, they can help with the creation of healthcare directives and powers of attorney to ensure that individuals' medical and financial decisions are made in accordance with their desires. Given the complex and ever-changing nature of estate planning laws, an experienced lawyer can provide invaluable guidance and support to residents of Jefferson County as they navigate the legal system and plan for their futures.

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