Financial Advisors for Retirees Birmingham AL
Welcome to the Fatherville.com Local Pages. Here you can find local information about Financial Advisors for Retirees in Birmingham, AL. We have compiled a list of businesses and services around Birmingham, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Financial Planners, and Personal Financial Specialist (PFS) that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Consulting in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.
Stewart Welch
The Welch Group, LLC
(205) 879-5001
3940 Montclair Road, 5th Floor
Birmingham, AL
Stewart Welch
The Welch Group, LLC
(205) 879-5001
3940 Montclair Road, 5th Floor
Birmingham, AL 35213
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Advising Medical Professionals, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU
Data Provided By:
Bryan Hancock
Timberchase Financial, LLC
(205) 980-7118
1211 Edenton Street
Birmingham, AL
Bryan Hancock
Timberchase Financial, LLC
(205) 980-7118
1211 Edenton Street
Birmingham, AL 35242
Expertises
Advising Medical Professionals, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, MBA
Data Provided By:
Eric McClain
Wesban Financial Consultants, P.C.
(205) 995-7778
1800 Providence Park, Suite 200
Birmingham, AL
Eric McClain
Wesban Financial Consultants, P.C.
(205) 995-7778
1800 Providence Park, Suite 200
Birmingham, AL 35242
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided By:
B. Alan Gaylor
Alder Financial Group
(205) 988-5881
924 Riverchase Pkwy West
Birmingham, AL
B. Alan Gaylor
Alder Financial Group
(205) 988-5881
924 Riverchase Pkwy West
Birmingham, AL 35244
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided By:
Michael Tankersley
(800) 786-2517
One Perimeter Park South, Suite 100N
Birmingham, AL
Michael Tankersley
(800) 786-2517
One Perimeter Park South, Suite 100N
Birmingham, AL 35243
Firm
Investment Management Advisors, Inc.
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Alternative or Private Investments, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues
Charles Haines
Kinsight, LLC
(205) 871-3334
600 University Park Place, Suite 501
Birmingham, AL
Charles Haines
Kinsight, LLC
(205) 871-3334
600 University Park Place, Suite 501
Birmingham, AL 35209
Expertises
Charitable Giving - Trusts & Foundations, Alternative or Private Investments, Estate & Generational Planning Issues, High Net Worth Client Needs, Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA
Data Provided By:
Donna Gordon
Wesban Financial Consultants, P.C.
(205) 995-7778
1800 Providence Park, Suite 200
Birmingham, AL
Donna Gordon
Wesban Financial Consultants, P.C.
(205) 995-7778
1800 Providence Park, Suite 200
Birmingham, AL 35242
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Tax Planning, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, RFP
Data Provided By:
Gary Clark
Clark Planning & Investment Advisory
(205) 981-1120
1900 Providence Park, Suite 200
Birmingham, AL
Gary Clark
Clark Planning & Investment Advisory
(205) 981-1120
1900 Providence Park, Suite 200
Birmingham, AL 35242
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Retirement Plan Investment Advice, Planning Issues for Business Owners, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, ChFc, CPA/PFS
Data Provided By:
Joseph Bedingfield
(205) 871-5554
13 Office Park Circle, Suite 5
Birmingham, AL
Joseph Bedingfield
(205) 871-5554
13 Office Park Circle, Suite 5
Birmingham, AL 35223
Firm
Bedingfield Financial Planning, LLC
Expertises
Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Mr. Gerald G. Ginwright (RFC®), CEP, CSA
205-324-0589
P.O. Box 11342
Birmingham, AL
Mr. Gerald G. Ginwright (RFC®), CEP, CSA
205-324-0589
P.O. Box 11342
Birmingham, AL 35202
Company
Mainstream Financial Group
Qualifications
Education: BA
Years of Experience: 30
Membership
IARFC, MDRT, NICEP
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, Compensation Plans
Data Provided By:
Data Provided By:
