3 Best Financial Services in Birmingham, AL

“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 Hill is the founder of Freedom Financial Group. Tad has been helping retirees work towards their financial and retirement goals for many years. He holds himself to the highest level of standards when providing 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.”

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“Savant Wealth Management is a majority employee-owned, fee-only wealth management firm. They partner with Birmingham’s financially established individuals and institutions and have been 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 servant leadership principles that shape how they care for their clients, collaborate as a team, and give back to their communities.”

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“Legacy Advisory Group, LLC is committed to providing customized, comprehensive, conscientious, and strategic financial solutions through access to a full range of financial services. 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 needs. Jeremy W. Young is the founder of Legacy Advisory Group, LLC. With over 15 years of experience as a financial advisor, Jeremy offers the depth of knowledge and integrity that you should require of your financial professional. Jeremy and his associates believe each client deserves a personalized approach to solving their financial concerns and providing families with guidance to meet their financial needs.”

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