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Patti B. Black

CFP®

Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Estate Planning,...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Savant Wealth Management

101 25th ST N Ste 100, 101 25th ST N Ste 100
Birmingham, AL 35203
(866) 850-1766
(205) 208-8700
CONNECT WITH Patti
  • linkedin link

Gerard J. Kassouf

CFP®, CPA, PFS, AEP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Alabama and the surrounding communities.

Kassouf & Co.,P C

2101 Highland Avenue S, Suite 300
Birmingham, AL 35205
(205) 443-2500

William K. Nicrosi, II

CPA, CFP®

Investment Counselor

Specialties: Comprehensive Financial Planning, Attending College, Banking, Estate Planning, Investment...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Leavell Investment Management, Inc.

2712 18th Place South
Birmingham, AL 35209
(205) 588-2177

Patricia L. Burris

CFP®

Social Security and Medicare Specialist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Alabama and the surrounding communities.

Meld Financial, Inc.

PO Box 43626
Birmingham, AL 35243
(205) 967-4200

Shannon J. Pike

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking,...More

Financial Advisor serving Alabama and the surrounding communities.

Kassouf & Co.

2101 Highland Avenue South, Suite 300
Birmingham, AL 35205
(205) 443-2526

James W. Peay

CFP®

Member

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Alabama and the surrounding communities.

The Welch Group

3940 Montclair Rd, Fifth Floor
Birmingham, AL 35213
(205) 879-5001

Charles Z. Ivey

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Investment...More

Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

101 25th Street North, suite 100, Ste 300
Birmingham, AL 35203
(205) 208-8700

DeLynn Zell

CFP®

Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

101 25th Street North, Suite 100
Birmingham, AL 36303
2052088700

Ronnie P. Moody

CFP®

Certified Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Oak Tree Financial Services, LLC

120 Holmes Ave NE, Ste 305
Huntsville, AL 35801-4830
(866) 759-0050
(256) 704-9400

Thomas M. Noon

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Thrivent Financial

3100 Lorna Rd, Ste 210
Birmingham, AL 35216-5451
(205) 822-9590

William O. Hocutt

CFP®, CPA

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

101 25th St N, Ste 100
Birmingham, AL 35203-4308
(205) 208-8755

D. Wayne Harris

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

101 25th Street North, Suite 100
Birmingham, AL 35203
(205) 208-8700

Marshall Rathmell

CFP®, CPA, PFS

Managing Member

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Alabama and the surrounding communities.

BCR Wealth Strategies, LLC

1952 Urban Center Pkwy
Vestavia, AL 35242
(205) 298-1234

John B. Blalock, IV

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

2906 Crescent Ave
Birmingham, AL 35209-2522
(205) 779-0873

Mark Roberts

CFP®, AAMS®

First Vice President - Investments; PIM Portfolio Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Wells Fargo Advisors

525 Madison Street
Huntsville, AL 35801
(256) 564-6473

Elisabeth L. Moody

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Alabama and the surrounding communities.

The Welch Group, LLC

3940 Montclair Rd, 5th Flr
Birmingham, AL 35213
(205) 879-5001

CHARLENE F. REYES

CFP®CWS®AEP®

VP, Private Wealth Advisor

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Regions Bank

11 No Water St, STE 2801
Mobile, AL 36602
(251) 434-3057
CONNECT WITH CHARLENE
  • linkedin link

Jim Sumpter

CFP®,MT

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

CMC Financial

1400 Urban Center Dr, Ste 475
Birmingham, AL 35242
(205) 510-9074
CONNECT WITH Jim
  • linkedin link

Mac Frasier

CFP®

Director of Planning

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

850 Shades Creek Parkway
Birmingham, AL 35209
(205) 263-4691
CONNECT WITH Mac
  • linkedin link

Steven M. Hudson

CFP®,CFS, CRPC,ChFC

Senior Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Ameriprise Financial Services

1400 Urban Center Dr, Ste 420
Birmingham, AL 35242
(205) 968-9899

Ashley R. Burrell

CFP®

Investment Operations Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Meld Financial. Inc.

3008 Pump House Rd.
Birmingham, AL 35243

Meld Financial. Inc.

3008 Pump House Road
Birmingham, AL 35243
(205) 967-4200

James W. Fogal

CFP®, ChFC, CLU, AEP

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

COUNTRY Financial

1604 Crescent Blvd
Auburn, AL 36830
(334) 358-0174
CONNECT WITH James
  • facebook link

Miles L. Ball

CFP®, CMFC

Senior Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Wealth Management Consultants, LLC

1621 South University Boulevard, Suite A-2
Mobile, AL 36609
(251) 476-2131

Robert W. McLeod

PhD, CFP®, CFA, CLU,

Chairman

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance,...More

Financial Advisor serving Alabama and the surrounding communities.

Financial Economics Consulting Group, Inc

2316 University Blvd, Ste 201
Tuscaloosa, AL 35401-1544
(205) 345-0934

Catherine Bragg

CFP®

Specialties:

Financial Advisor serving Alabama and the surrounding communities.

CAPTRUST

2614 19th St S
Birmingham, AL 35209-1914
(205) 949-6040

John Wade Therrell, III

CFP®

Specialties: Budget & Debt Management, Attending College, Comprehensive Financial Planning, 401(k)/403...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Leavell Investment Managament

210 Saint Joseph St
Mobile, AL 36602-3917
(251) 434-2521

Celia Mann Baehr

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Alabama and the surrounding communities.

Celia Mann Baehr, CFP®

2866 Dauphin St, Ste R
Mobile, AL 36606-2482
(251) 476-7183

Eugene Marcus Gard

CFP®

CIO

Specialties:

Financial Advisor serving Alabama and the surrounding communities.

Telarray

1260 33rd St S
Birmingham, AL 35205-1417
(901) 281-1334

Ross W. Kennedy

CFP®

Director of Implementation and Cash Flow

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Zora Financial

P.O. Box 550325
Birmingham, AL 35255