ThreeBestRated.com
BEST RATED BIRMINGHAM, AL FINANCIAL SERVICES

3 Best Financial Services in Birmingham, AL

Expert-recommended Top 3 Financial Services in Birmingham, Alabama. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Video

Write a Review for GrandView Financial Group, LLC

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

FREEDOM FINANCIAL GROUP REVIEWS

We are new clients to Freedom Financial. From the front door, to the one on one conversations you are treated like family. You are not a number, you are valued. Each team member takes the necessary time to listen to the needs of each client. The staff is personal and pays attention to details, they are not overbearing or pushy. They lead you to your own conclusions based on your needs paired with their expertise. If you want a trusted organization to assist and walk with you through retirement planning, call Freedom Financial.

Freedom Financial Group was so helpful In planning my investments. Mr.AJ Walley did an amazing job telling me what was best for me. From the receptionist to all agents, I was so pleased with their professionalism and helping me make difficult decisions. I trust this company and highly recommend you giving them an opportunity to help you too.

awesome experience! Every one is so professional and courteous! So happy we chose The Freedom Financial group to help us with our retirement goals!

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

SAVANT WEALTH MANAGEMENT REVIEWS

My husband I recently started using Bridgeworth for our financial planning needs. We were long time customers of a firm that specializes in military families. Over the last 7 years we had seen a decline in the level of service we received and a lack of a comprehensive plan. Our experience with Bridgeworth and specifically Jonathon Hornsby at their Huntsville office has been outstanding. He has gone out of his way to understand our financial situation as well as future goals. The software available to gain perspecitve is amazing. If you are looking for a high level of expertise and personalized experience they are the firm for you. I cannot recommend them enough!

David LeCompte does a great job listening to my goals and needs and customizing according to that. Always accessible if I have any questions. I have and will continue to recommend David to my friends and family!

My financial planner is very good! Jenny knows me and anticipated my needs. Her management skills are excellent.

GRANDVIEW FINANCIAL GROUP, LLC REVIEWS

We love Kelly and team! As a young family and small business owners, we knew we had to have some trusted professionals help us plan for the now and the future. Kelly and Alisha always tackle our meetings with a plan and go over big topics without overwhelming us. I appreciate that they always send us home with a *manageable* checklist. I highly recommend this group!

They are awesome!! I appreciate the fact that my questions and requests, big or small, are answered immediately. I love the emails from Kelly, the CEO, particularly the one with information about which documents to save or to discard for the annual shredding day. Plus, I feel comfortable knowing they are all working to keep my money safe!

I have been with Grandview Financial for over 30 years and they have always looked out for my financial needs.

TBR® Inspection Score Report

FREEDOM FINANCIAL GROUP Total Inspection Points: 116/120
Responsiveness: 8
Acknowledgments: 9
Experience: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Study: 10
Website Standard: 10

TBR® Inspection Score Report

SAVANT WEALTH MANAGEMENT Total Inspection Points: 111/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 9
Experience: 9
Legitimate Ratings: 9
Responsiveness: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
License: 10
Location Proximity: 10
Online Appointment: 10

TBR® Inspection Score Report

GRANDVIEW FINANCIAL GROUP, LLC Total Inspection Points: 110/120
Business Hours: 8
Responsiveness: 8
Reviews Study: 8
Acknowledgments: 9
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Pricing: 10