Bridgeworth Wealth Management was formed in 2008 by six certified financial planner professionals who have practiced together since 1988. They continue to leverage that experience in guiding those in numerous other companies as they begin to address retirement decisions. They work with various clients, specializing in women, retirees, executives, attorneys, physicians, and entrepreneurs. Their mission is to help their clients to achieve their lifetime goals by drawing on a wealth of knowledge. They have assisted thousands of clients as they planned for and transitioned into retirement while addressing their ongoing needs, such as estate, income, and generational planning.
Best Financial Services in Birmingham
Handpicked 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!
BRIDGEWORTH 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!
they have helped us a lot. Highly Recommend.
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Legacy Advisory Group, LLC is one of the best financial services located in Birmingham. The team at LAG has comprehensive financial services experience and steadfastly upholds the highest ethical standards. The firm is committed to delivering personalized and strategic financial solutions through access to a full range of financial services and solutions. They specialize in creating an approach that is designed to address your situation. Their advisors are equipped with innovative industry tools, processes, and products to provide customized financial plans which offer a complete and reliable method to your family's requirements. At Legacy Advisory Group, they focus on the client's goals and build a financial plan around those goals.
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LEGACY ADVISORY GROUP, LLC REVIEWS
Jeremy took the time to thoroughly explain the different things that were available for my husband and I financially. He took the time needed to get us the best plans for our future. He is genuine and honest and will tell you what’s worth it and what’s not and why. He answered all of my questions. I recommend him to anyone and everyone if you want to make a plan for your future that has the best outcome, he’s the person to go to!
Jeremy and his crew go the extra mile. They went out of their way to help me pin down a better future. Jeremy is genuine and honest. He doesn't mind explaining products to you in order to help you make the best decision. I would recommend him to my fellow educators.
Jeremy took plenty of time to clearly explain what was available to my family and me financially. He answered many questions and was patient and courteous. I strongly recommend if you want to make a plan for your future, contact him.
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Grandview Financial Group, LLC advises customized financial planning tailored to every customer's current and future requirements. Their mission is to help families and businesses pursue their dreams, work towards financial goals and pass on true wealth. Their team consists of advisors who have years of experience and use their knowledge to serve you and your family. They practice strategies for retirement plan distributions. At Grandview Financial Group, they offer customized financial planning tailored to each client's current and future needs and goals. They monitor your financial situation to ensure that you remain on track to pursue your goals.
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Fri: 8am - 4pm
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GRANDVIEW FINANCIAL GROUP, LLC REVIEWS
Grandview Financial Group is a trustworthy wealth management agency. I highly recommend!
Very Professional and Helpful. Very courteous staff.
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