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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!

Freedom Financial Group - Birmingham, AL Financial Services
Freedom Financial Group - Birmingham, AL Financial Services
Freedom Financial Group - Birmingham, AL Financial Services
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FREEDOM FINANCIAL GROUP

(4.8 Score)
2057 Valleydale Road, Suite 200,
Birmingham, AL 35244 Directions

Since 2008

Specialty:

✓ Retirement Income Strategies ✓ Wealth Management ✓ Investments and Annuities ✓ IRA/401(K) Rollovers ✓ Asset Protection Strategies ✓ Life Insurance ✓ Tax-Efficient Strategies ✓ Long-Term Care Strategies ✓ IRA Legacy Planning ✓ Estate and Legacy guidance

"Freedom Financial Group team of professionals can help you create a well-thought-out strategy using a variety of Investments, Insurance Products and Services to address your Retirement needs and Concerns. Tad has been spenting many years helping retirees to plan for their financial future and retirement goals. He is professional and ethical when giving investment advice to clients. Tad’s responsibility is to help design, implement, and monitor your individual plan. Freedom Financial Group uses an assessment tool to help you identify your unique risks and opportunities. They also confirm your top desires and concerns. They use the data that they collected to start designing your personalized roadmap. They also discuss your options and address any questions you might have.

2026 Update: Freedom Financial Group is Recognized by Forbes through SHOOK Research as a Best-In-State Top Financial Security Professional in 2023 and Best-In-State Wealth Advisor in 2024"

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License #3000417088

Contact:

(205) 988-0006

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Savant Wealth Management - Birmingham, AL Financial Services
Savant Wealth Management - Birmingham, AL Financial Services
Savant Wealth Management - Birmingham, AL Financial Services
Best Financial Services in Birmingham AL - Savant Wealth Management video
4+ YEARS IN TBR
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SAVANT WEALTH MANAGEMENT

(4.6 Score)
101 25th Street North, Suite 100,
Birmingham, AL 35203 Directions

Since 2008

Specialty:

✓ Comprehensive Wealth Management ✓ Investment Management ✓ Financial Planning ✓ Tax Advisory and Preparation ✓ Cash Flow and Portfolio Management ✓ Accounting and Consulting Services ✓ Reduced Financial Risk ✓ Family Wealth Transfer ✓ Trust Services ✓ Family Office Services ✓ Company Retirement Plan Services ✓ Estate Planning and Wealth Transfer

“Savant Wealth Management is a majority employee-owned, fee-only wealth management firm. They have been partnering with Birmingham’s financially established individuals and institutions and helping clients for over 30 years. Their Birmingham financial advisors work closely with you to understand your unique financial goals and develop a customized plan to pursue them. Their clients work with a dedicated advisor who coordinates with in-house specialists in Estate Planning, Tax Strategy, Investments, Charitable Giving and more. Savant Wealth Management also has professionals with deep experience helping clients navigate complex life transitions like divorce and caring for aging family members. They remain committed to excellence, integrity, lifelong learning, respect, growth, and the principles of servant leadership that shape how they care for their clients, collaborate as a team, and give back to their communities.”

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License CRD#107271

Price:

Financial Planning:
From $250
Upto $10,000
Financial Consulting(Per Hour):
From $100
Upto $500
Divorce Planning Service:
From $5,000
Upto $50,000

Contact:

(205) 208-8700 (866) 850-1766

Mon-Thu: 8am - 4:45pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

GrandView Financial Group, LLC - Birmingham, AL Financial Services
GrandView Financial Group, LLC - Birmingham, AL Financial Services
Best Financial Services in Birmingham AL - GrandView Financial Group, LLC video
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GRANDVIEW FINANCIAL GROUP, LLC

(4.6 Score)
3168 Cahaba Heights Road,
Birmingham, AL 35243 Directions

Since 2006

Specialty:

✓ Financial Planning ✓ Investment Management ✓ Financial Coaching and Education ✓ Debt Management ✓ Emergency Fund ✓ Tax Planning ✓ Insurance and Risk Management ✓ Estate Plan Review ✓ Savings and Retirement Planning ✓ Education Planning ✓ Healthcare Planning ✓ Employer Benefits and Compensation ✓ Business and Succession Planning ✓ Legacy Planning ✓ Charitable Giving

“2026 Update: GrandView Financial Group, LLC focuses on Financial Planning and Investment Management Services. Their team of CERTIFIED FINANCIAL PLANNER™ professionals works closely with clients to create personalized financial plans based on their goals, values, family needs, career, and future vision. As fiduciaries, they provide recommendations that are intended to serve the client’s best interests. GrandView Financial Group was founded by Bob Straka to help clients achieve their dreams, reach financial goals, and pass down meaningful values such as Wisdom, Strong Work Ethic, Faith, and Financial stability to future generations. Their Financial Planning Services include Retirement Planning, Insurance Planning, Tax Strategies, Education Planning, Healthcare Planning, Business Succession planning, and coordination with CPAs and attorneys for Estate and Legal Planning Needs.”

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License #000-255-729

Price:

Financial Coaching and Education $2,500
Financial Planning (Ideal for Ages 30+) Starting Price $3,000
Advanced Financial Planning Ideal for Ages 40+, Business Owners, Executives, Large Estates $5,000

Contact:

(205) 262-1120

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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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!

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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