Bridgeworth Wealth Management is a reputable financial advisory firm with a strong tradition of excellence. The company was established in 2008 by a group of six certified financial planner professionals who have worked together since 1988. They have built a reputation as a reliable partner for individuals and businesses seeking financial guidance. Bridgeworth's team of seasoned experts delivers tailored financial planning and investment management solutions to a diverse clientele, including women, retirees, executives, attorneys, physicians, and entrepreneurs. They employ a comprehensive approach to wealth management, designing their services to suit each client's unique needs and aspirations. Their primary goal is to help clients achieve their long-term objectives, with a focus on retirement, estate, income, and generational planning. Bridgeworth has a proven track record of success, assisting thousands of clients and providing ongoing support and advice at every step.
3 Best Financial Services in Birmingham, AL
Expert recommended Top 3 Financial Services in Birmingham, Alabama. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
BRIDGEWORTH 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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Legacy Advisory Group is a top-performing financial services provider located in Birmingham. Their team comprises highly experienced professionals who maintain the highest ethical standards while serving clients. The firm is dedicated to providing tailored and strategic financial solutions that address its client's unique needs and circumstances by offering a comprehensive range of financial services and products. The team at Legacy Advisory Group is skilled in creating customized financial plans that are designed to meet their clients' goals using industry-leading tools, processes, and products. The firm takes a client-centric approach and focuses on their goals, developing financial plans tailored to their specific needs. As a result, LAG's customized financial plans offer a comprehensive and reliable solution for their client's financial requirements, helping to secure their financial future.
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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 took plenty of time to clearly explain what was available to my family and me financially. He answered many questions and was patient and courteous. I strongly recommend if you want to make a plan for your future, contact him.
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Grandview Financial Group, LLC provides tailored financial planning services that are customized to meet the unique present and future requirements of each client. The firm is dedicated to assisting families and businesses in realizing their aspirations, achieving financial objectives, and creating lasting wealth. Their team comprises experienced advisors who leverage their knowledge to serve clients and their families. They specialize in retirement plan distribution strategies and offer personalized financial planning tailored to each client's specific needs and goals. They focus on strategies to provide liquidity for current needs, as well as structuring predictable retirement income streams integrated with long-term growth. At Grandview Financial Group, they continuously monitor each client's financial situation to ensure that they remain on track toward achieving their financial goals.
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GRANDVIEW FINANCIAL GROUP, LLC REVIEWS
Grandview Financial Group is a trustworthy wealth management agency. I highly recommend!
Very Professional and Helpful. Very courteous staff.
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