Here’s The Deal: 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.
3 Best Financial Services in Birmingham, AL
Expert recommended Top 3 Financial Services in Birmingham, Alabama. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 LEGACY ADVISORY GROUP 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.
It was a pleasure meeting Jeremy and Keri. Jeremy is a true professional who is extremely knowledgeable, thorough, and very patient. He listened to our concerns and together, we created a plan that’s best for our family. I feel confident in our decision to work with him and I would highly recommend Jeremy to my friends and family.
Jeremy has been a trusted advisor for many years now. He has helped my family invest our money for the future. We are now saving for retirement and have college account for our children. We highly recommend calling and talking to Katy or Karen to schedule an appointment so they can help you as well.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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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Sat & Sun: Closed
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TOP 3 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.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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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Fri: 8:30 - 3pm
Sat & Sun: Closed
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TOP 3 MONEY MANAGEMENT SERVICES, INC. REVIEWS
One of the things I appreciate most about Money Management Services is their commitment to integrity and transparency. They operate on a fee-only basis, which means their advice is unbiased and solely focused on my best interests. This level of trust is hard to come by, and it’s something I value deeply.
This group is for real. Been working with them for many years and they CARE; and they get results.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.