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56 Financial Planners in Alabama
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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

Jerry W. Carden

CPA/PFS, CFP®, CRPS®

Financial Advisor

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

Ameriprise Financial Services

1451 W Main St
Dothan, AL 36301
+ 1 More Address

Ameriprise Financial Services

1451 W Main St
Dothan, AL 36301
(334) 699-3620
CONNECT WITH Jerry
  • facebook link
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  • linkedin link

Derrell G. Crimm

CFP® CRPC

Owner - Planner

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

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

AC Financial Partners

1800 International Park Dr, Suite 10
Birmingham, AL 35243
(205) 235-5165

Paul A. Caylor

CFP®

Founder & Chief Financial Strategist

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

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

Prudent Wealth

15036 Lakeside Trl SW
Huntsville, AL 35803-4803
(970) 225-6169
CONNECT WITH Paul
  • facebook link
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  • youtube link

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

Jonathan E. Millican

CFP®

Financial Advisor

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

Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

4118 S Shades Crest Rd
Birmingham, AL 35244
(866) 850-1766
+1 More Number
(205) 208-8700

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

Laura K. Rhoades

CFP®

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 35203
(205) 208-8733
CONNECT WITH Laura
  • twitter link
  • linkedin link

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
+1 More Number
(256) 704-9400

J. Samuel Fitch

CFP®

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...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) 208-8756

Sheri E. Robinson

CFP®, CPA, AEP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Cross...More

Financial Advisor serving Alabama and the surrounding communities.

Linscomb & Williams

2100 Third Ave North, Ste 1100
Birmingham, AL 35203
(205) 868-3331

Anthony C. Brown

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Blue Trust

2828 OLD 280 CT, Ste 170
Vestavia, AL 35243-2657
(334) 270-5960

David K. Ward, Jr.

MS, CFP®

Financial Advisor

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

Financial Advisor serving Alabama and the surrounding communities.

Bridgeworth + SAVANT

101 25th Street North
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

Erik J. Aspelin

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Waverly Advisors, LLC

600 University Park Pl, Ste 501
Birmingham, AL 35209-6700
(205) 271-4040

Jennifer M. Ryder

CFP®

Financial Advisor

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

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

Coldsmith, Ryder & Associates, Ameriprise Financial Services, Inc.

3514 Montlimar Plaza Drive
Mobile, AL 36609
(251) 344-5551
CONNECT WITH Jennifer
  • facebook link
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Mary Meadows Livingston

CFP®, CFA

Founder and President

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

Fee Only Financial Advisor serving Alabama and the surrounding communities.

2208 University Blvd., Suite 102
Birmingham, AL 35233
(205) 259-6447

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

Matthew Bungo

CFP®, CWS®

Vice President - Branch Manager

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

Financial Advisor serving Alabama and the surrounding communities.

Charles Schwab & Co. Inc.

3000 Cahaba Village Plaza, Suite 130
Mountain Brook, AL 35243
(205) 968-6941

David S. LeCompte

CFP®, RICP®

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement, Long-term...More

Financial Advisor serving Alabama and the surrounding communities.

Savant Wealth Management

101 25th St N, Ste 100
Birmingham, AL 35203-4308
(205) 568-2076

Ashley Burrell Crawford

CFP®, CRPS™

Director of Investment Operations

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

Fee Only Financial Advisor serving Alabama and the surrounding communities.

Meld Financial. Inc.

3008 Pump House Rd.
Birmingham, AL 35243
+ 1 More Address

Meld Financial. Inc.

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

Joe A. Stephens

CFP®

Certified 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.

Edgewood Wealth

1900 28th Ave. S., Suite 110
Homewood, AL 35209
(205) 769-6030
CONNECT WITH Joe
  • facebook link
  • twitter link
  • linkedin link

Catherine Bragg

CFP®

Specialties:

Financial Advisor serving Alabama and the surrounding communities.

CAPTRUST

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

Ashley Folkes

CFP®,CPWA,CEPA,RICP

Certified Financial Planner

Specialties:

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

Farther

450 Founders Park Dr. East
hoover, AL 35226
(480) 793-3926

Joshua S. Laxson

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

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

Laxson Financial Group

1461 Gateway Drive
Opelika, AL 36801
(334) 737-5051

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

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
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