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Displaying results 1 to 25 of 38

  • 1

    Cathy Pareto and Associates

    Montgomery, AL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000...

  • 2

    Evensky & Katz, LLC

    Montgomery, AL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $1,000,000

    **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000�

  • 3

    Cathy Pareto and Associates

    Mobile, AL

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $500,000

    **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $500,000...

  • 4

    Abele Financial Group LLC

    2100 Southbridge Parkway
    Birmingham, AL

  • 5

    Asset Management Services LLP

    2205 Cahaba Valley Drive
    Birmingham, AL

  • 6

    Brown Financial Advisory Inc

    508 Fairhope Avenue
    Fairhope, AL

  • 7

    Canada Capital, LLC

    2647 Rocky Ridge Lane
    Birmingham, AL

  • 8

    Chitwood Advisory Group

    4956 Valleydale Road, Ste 201
    Birmingham, AL

  • 9

    Clark Financial Advisors

    4128 Crosshaven Drive
    Birmingham, AL

  • 10

    Cornerstone Investment Management And Consulting, LLC

    809 C Daphne Avenue
    Daphne, AL

    We are a premier Financial Planning Firm located in Daphne, AL.

  • 11

    Doucet Asset Management, LLC

    2204 Lakeshore Drive, Suite 218
    Birmingham, AL

  • 12

    Fee-Only Planning Professionals, LLC

    3940 Montclair Rd
    Birmingham, AL

  • 13

    Financial Economics Consulting Group, Inc.

    2316 University Blvd.
    Tuscaloosa, AL

  • 14

    Hayek Kallen Investment Management L.L.C.

    121 Fairhope Ave
    Fairhope, AL

  • 15

    Horizons Financial Group, Inc.

    3500 Blue Lake Drive
    Birmingham, AL

  • 16

    Jackson Thornton Asset Management, LLC

    200 Commerce Street
    Montgomery, AL

  • 17

    Johnson Sterling, Inc.

    820 Shades Creek Parkway
    Birmingham, AL

  • 18

    Lakeshore Capital, LLC

    3755 Corporate Woods Drive
    Birmingham, AL

  • 19

    Lifecourse Capital, Inc.

    2227 Drake Avenue, Suite 9
    Huntsville, AL

  • 20

    Longview Financial Advisors, LLC

    110 Bay Street
    Gadsden, AL

  • 21

    Marca, Inc.

    4320 Eagle Point Parkway
    Birmingham, AL

  • 22

    Money Management Services Inc

    2100a Southbridge Parkway
    Birmingham, AL

  • 23

    Navigator Asset Management, LLC

    P.O. Box 589
    Auburn, AL

  • 24

    Professional Asset Strategies, LLC

    3500 Blue Lake Drive, Suite 155
    Birmingham, AL

  • 25

    Retirement Advisors, Inc.

    1009 Downtowner Blvd
    Mobile, AL

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