For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
SunBurst Financial Group, LLC (205) 823-4949 x101
600 Vestavia Pkwy Ste 370 Vestavia, AL 35216-7701 View on Map (205) 823-4949
Compensation Method: Commission and Fee Minimum Investable Assets: $1,000,000 Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Investment Management
Coldsmith and Associates (251) 344-5551 x214
3514 Montlimar Plaza Dr Mobile, AL 36609-1739 View on Map (251) 344-5551
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Lentz Thompson Retirement Advisors
2205 Graham Ave SW Ste B Decatur, AL 35601-5532 View on Map
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
Specialties: Investment Management, Retirement Income Management
MELD Financial, Inc (205) 967-4200
3008 Pump House Rd Birmingham, AL 35243-1803 View on Map (205) 967-4200
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Ameriprise Financial (205) 909-3133
1500 Urban Center Drive Suite 200 Birmingham, AL 35242-2204 View on Map (205) 909-3133
Specialties: Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Life Planning, Mortgages
Merrill Lynch (256) 650-2437
4725 Whitesburg Dr S Huntsville, AL 35802-1665 View on Map (256) 650-2437
Compensation Method: Commission Only Minimum Investable Assets: None Provided Languages: English
Legacy Advisors, Inc. (334) 277-4370
310 Eastdale Cir Montgomery, AL 36117-2112 View on Map (334) 277-4370
Compensation Method: None Provided Minimum Investable Assets: $100,000 Languages: English
Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Long-Term Care
Wells Fargo Bank - The Private Bank (404) 683-7019
100 Office Park Dr W0112-031 Mountain Brk, AL 35223-2402 View on Map
Compensation Method: None Provided Minimum Investable Assets: $1,000,000 Languages: English
Frank Horton, CFP® (205) 274-7320
221 Twin Oaks Dr Oneonta, AL 35121-2921 View on Map (205) 274-7327
Compensation Method: Fee Only Minimum Investable Assets: $1,000 Languages: English
Specialties: Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Government and Military, Investment Planning
Wells Fargo Advisors, LLC (256) 543-4205
401 Broad Street Suite 201 Gadsden, AL 35901-3764 View on Map (256) 543-4205
Compensation Method: Commission and Fee Minimum Investable Assets: $75,000 Languages: English
Specialties: Comprehensive Financial Planning, Retirement Planning, Securities
Edward Jones (256) 774-3046
3809 Sullivan St Ste 6 Madison, AL 35758-2366 View on Map (256) 774-3046
Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Intergenerational Planning, Investment Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated (205) 326-9608
569 Brookwood Vlg Fl 5 Birmingham, AL 35209-4508 View on Map (205) 326-9608
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Estate Planning
Team Wealth Solutions (888) 294-0894
429 Gunter Ave Ste A Guntersville, AL 35976-1152 View on Map (888) 294-0894
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Employee and Employer Plan Benefits
Morgan Stanley (251) 990-2943
7530 Parker Rd Fairhope, AL 36532-3461 View on Map (251) 990-2943
Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
UBS (334) 260-3879
4001 Carmichael Road Suite 400 Montgomery, AL 36106-3603 View on Map (334) 260-3879
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English
Specialties: Comprehensive Financial Planning, Investment Management, Wealth Management
Charles D Haines LLC (205) 981-2187
600 University Park Pl Ste 501 Birmingham, AL 35209-6700 View on Map (205) 871-3334
Compensation Method: Salary Minimum Investable Assets: None Provided Languages: English
Specialties: Comprehensive Financial Planning
Hitchcock Financial LLC dba The Retirement Center (205) 201-1401
3000 Riverchase Galleria Ste 955 Birmingham, AL 35244-2328 View on Map (205) 201-1401
Compensation Method: Commission and Fee Minimum Investable Assets: $200,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Raymond James (334) 821-8940
822 N Dean Rd Ste 100 Auburn, AL 36830-9402 View on Map (334) 821-8940
STERNE AGEE FINANCIAL SERVICES, Inc (251) 948-3948
PO Box 1248 136 Cove Avenue Gulf Shores, AL 36547-1248 View on Map (251) 948-3948
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Wells Fargo Advisors (334) 309-3838
2895 EASTERN BLVD 2ND FLOOR MONTGOMERY, AL 36116-1021 View on Map (334) 309-3838