3 Best Financial Services in Birmingham, AL

“Legacy Advisory Group, LLC is one of the leading financial planners in Birmingham. Jeremy W. Young is the founder of the firm. He offers the depth of knowledge and integrity that you should require of your financial professional. Jeremy W. Young and his team believe each client deserves a personalized approach to solving their financial concerns and providing families guidance to meet their financial needs. They have extensive financial services experience and steadfastly uphold the highest ethical standards. They are committed to delivering customized, comprehensive, conscientious, and strategic financial solutions through access to various financial services and solutions. Their financial professionals are equipped with innovative industry tools, processes, and products to prepare customized financial plans that provide a comprehensive and conscientious approach to your family's requirements. The firm is committed to delivering personalized and strategic financial solutions through access to various financial services and solutions. They also have a retirement calculator to assist their clients.”

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“Savant Wealth Management is an independent financial planner in Birmingham, Alabama, which is now part of Savant Wealth Management. As a leader in the industry, the team leverages decades of experience and expertize to serve clients in planning, growing, maintaining, and managing wealth. They help individuals and families define and achieve their financial goals throughout every stage of life. They continue to leverage that experience to guide those in numerous other companies as they begin to address retirement decisions. Their core values define their firm’s culture—the standards to which they hold themselves and others accountable and the guidelines by which they live as professionals and people to ensure success for their clients and their team members. Their mission is to help their clients achieve their lifetime goals by drawing on a wealth of knowledge. The team is legally obligated to act in the best interest of their clients when providing financial planning and investment advice. Their duty is one of undivided loyalty and utmost good faith, and they cannot engage in any activity that conflicts with the interest of any client. This high standard allows them to partner with their clients in pursuing their lifetime financial goals.”

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“Money Management Services, Inc. is a fee-only Financial planner in Birmingham, AL. Donald R. Rice is the Chairman and chief executive Officer of the firm. He specializes in Comprehensive Financial Planning and Estate Planning. His experience and communication skills have allowed him to conduct hundreds of seminars for Fortune 500 companies. Donald R. Rice also holds the credentials of Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®). Money Management Services provides comprehensive financial planning and wealth management advice to individuals and business owners. The team is an independent fee-only advisor and has been in business for 25 years. They take pride in evaluating your financial situation with fiduciary excellence and making recommendations for you and your family, and they do so with integrity and transparency. They will treat you as one of their family members because their clients become a part of their extended family. Their goal is for you to be a part of a financial firm where you can be treated with respect and kindness.”

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