LEGACY ADVISORY GROUP, LLC
4958 Valleydale Road, Suite 102G, Birmingham, AL 35242 DIRECTIONS
Since 2015
Here’s The Deal:
Legacy Advisory Group, LLC is one of the best financial services located in Birmingham. The team at LAG has comprehensive financial services experience and steadfastly upholds the highest ethical standards. They believe their teamwork approach adds a broader perspective to all they do and provides increased benefits to their clients. The firm is committed to delivering personalized and strategic financial solutions through access to a full range of financial services and solutions. They specialize in creating an approach that is designed to address your situation. Their advisors are equipped with innovative industry tools, processes, and products to provide customized financial plans which offer a complete and reliable method to your family's requirements. At Legacy Advisory Group, they focus on the client's goals and build a financial plan around those goals.
SPECIALTY:
Wealth Protection, Charitable Planned Giving, Social Security Optimization, Investment Advisory, Employee Benefits Advisors, Accountants, Structured Income, Retirement & Legacy Planning
TBR® Inspection Report:
CAPSTONE FINANCIAL GROUP, LLC
3500 Blue Lake Drive, Suite-290, Birmingham, AL 35243 DIRECTIONS
Since 2010
Here’s The Deal:
'Capstone Financial Group, LLC' is one of the financial services firms in Birmingham, AL. The firm helps individuals and business owners meet their financial goals and objectives. They focus on fee-based planning and portfolio management services. They bring different ideas and a different strategy to comprehensive planning to their clients. They are committed to maintaining the highest standards of integrity and professionalism in their relationship with their client. They endeavor to know and understand your financial situation and provide you with high-quality information, services, and products to help you reach your goals. The firm believes you can better know your aims and make sound decisions to assist reach them. They also serve in Gulf Shores and Birmingham.
SPECIALTY:
Wealth Transfer and Accumulation, Employee Stock Ownership, Nonqualified Deferred Compensation Retirement Plans, Business, Investments and Retirement Planning, Estate Conservation, Disability, Long Term Care and Life Insurance, Annuity Products, Roth and Traditional IRAs, Income Preservation, Business Owner & Executive Strategies
TBR® Inspection Report:
GRANDVIEW FINANCIAL GROUP, LLC
Two Perimeter Park South, Suite 310 E, Birmingham, AL 35243 DIRECTIONS
Since 2002
Here’s The Deal:
'Grandview Financial Group, LLC' advises customized financial planning tailored to every customer's current and future requirements. They can help a wide array of individuals, from young planners to retirees, with their needs. Their team consists of advisors who have years of experience and use their knowledge to serve you and your family. They practice strategies for retirement plan distributions. At Grandview Financial Group, they help clarify their clients’ financial lives by being transparent, acting independently, and working with them for the long term. They continually monitor your financial situation to ensure that you remain on track to pursue your aims.
SPECIALTY:
Annuities, 401(K), 403(B), 457 Plans, Repaying Student Loans, Stocks, Bonds, Tax-Free Investing, Life Insurance, Long-Term Care Options, Asset Allocation and Diversification, Separately Managed Accounts, Alternative Investments, Estate Planning, Retirement Plan Distributions, Income in Retirement, Social Security & Medicare