Best Financial Services in Birmingham, AL

Handpicked Top 3 Financial Services in Birmingham. How can we actually say this? Our 50-Point Inspection includes everything from checking customer reviews, history, complaints, ratings, satisfaction, trust and cost to the general excellence. You deserve only the best!


Since 2014

Financial Planning, Estate Planning, Retirement Planning, Educational Planning, Wealth Management, Life Insurance, Disability Insurance & Investments

Expert advice must be based on evidence and data and not influenced by commissions or sales

Hours: Monday - Friday : 9:00 am – 5:00 pm Saturday & Sunday : Closed

I have found Jesse to be direct with his financial recommendations, but flexible to my concerns. I like that he welcomes you to be as involved as you want to be. He does a great job of being of phone call away every time I have a question. I would definitely recommend him.
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1325 19th St S, Birmingham, AL 35205


Since 1984

Retirement Income Strategies, Wealth Accumulation, Asset Protection, Annuities, Life Insurance, Tax Minimization Strategies, Long-Term Care, IRA & 401(k) Rollovers, Trusts, Probate, Charitable Giving, Estate Planning, Tax Planning & IRA Legacy Plannning

Provide over $200 Million in loans to nearly 150 businesses in a few short years and continues to set ourselves apart from others

Hours: Monday - Friday : 8:00 am - 5:00 pm Saturday & Sunday : Closed

Alliance Capital was very helpful in obtaining financing for our purchase of the building we occupy. We were helped through every step of the process. We received outstanding attention, excellent communication and timely follow up at every turn. We now have a great relationship established with an outstanding local bank. The loan program is also in conjunction with support of the US SBA. Overall we were able to secure a great loan structure, a very competitive interest rate, a longer rate co

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1808 Oxmoor Rd , Birmingham, AL 35209


Portfolio Management, Wealth Planning, Investment, Retirement Planning, Risk Management, Estate Planning & Tax Planning

Provide friendly, personalized help from an experienced team

Hours: Monday - Friday : 8:30 am - 5:00 pm Saturday & Sunday : Closed

I have had a positive professional experience with the Birmingham branch. I had a complex and traumatic situation which the manager and her extended team helped me coordinate amongst multiple financial institutions to create accounts at Charles Schwab. As a result of their knowledge and experience they helped me get control of a challenging financial situation. Now, I see a better financial future ahead. A great team to work with.

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3000 Cahaba Village Plaza , Suite #130, Birmingham, AL 35243