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Best Financial Services in Birmingham

Handpicked Top 3 Financial Services in Birmingham, Alabama. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

CAPSTONE FINANCIAL GROUP, LLC

3500 Blue Lake Drive, Suite-290, Birmingham, AL 35243

Since 2010

Wealth Transfer and Accumulation, Estate Conservation, Disability, Long Term Care and Life Insurance, Annuity Products, Roth and Traditional IRAs, Employee Stock Ownership, Nonqualified Deferred Compensation Retirement Plans, Business, Investments and Retirement Planning, Income Preservation, Business Owner & Executive Strategies

Focus on fee-based planning and portfolio management services ● Serves also in Mobile ● To help individuals and business owners meet their financial goals and objectives ● Offers 401K, 403B & IRA Planning

info@thecapstoneway.com

thecapstoneway.com

Reviews

Mon - Fri 9:00 am - 6:00 pm
Sat & Sun Closed

TBR® Inspection Report

GRANDVIEW FINANCIAL GROUP, LLC

Two Perimeter Park South, Suite 310 E, Birmingham, AL 35243

Since 2002

Annuities, 401(K), 403(B), 457 Plans, Asset Allocation and Diversification, Separately Managed Accounts, Alternative Investments, Repaying Student Loans, Stocks, Bonds, Tax-Free Investing, Life Insurance, Long-Term Care Options, Estate Planning, Retirement Plan Distributions, Income in Retirement, Social Security & Medicare

Specializes in strategies for retirement plan distributions ● Their team consists of advisors who have years of experience and they use their knowledge to serve you and your family

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grandviewfinancialgroup.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

LEGACY ADVISORY GROUP, LLC

4958 Valleydale Road, Suite 102G, Birmingham, AL 35242

Since 2015

Social Security Optimization, Investment Advisory, Wealth Protection, Charitable Planned Giving, Employee Benefits Advisors, Accountants, Structured Income, Retirement & Legacy Planning

Expertise on risk management, investing principles and strategies ● Specializes in creating an approach that is designed to address your individual situation ● Their advisors are equipped with innovative industry tools, processes and products to prepare customized financial plans which provide a comprehensive and conscientious approach to your family‚Äôs requirements

info@legacyal.com

legacyal.com

Reviews

Mon - Thu 9:00 am - 5:30 pm
Fri 9:00 am - 3:00 pm
Sat & Sun Closed

TBR® Inspection Report