3 Best Financial Services in Birmingham, AL

“Legacy Advisory Group, LLC is committed to delivering customized, comprehensive and strategic financial solutions through access to various financial services and solutions. 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. Their financial professionals are equipped with innovative industry tools, processes, and products to prepare customized financial plans that provide a comprehensive approach to your family's requirements. The firm is dedicated 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.”

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“Savant Wealth Management is an independent financial planner that has a team with 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 use their extensive experience to help individuals in various companies navigate retirement decisions. Their core values shape their firm’s culture, guiding both their professional conduct and personal integrity. These values ensure success for their clients and team members. Their mission is to help their clients achieve their lifetime goals by drawing on a wealth of knowledge. The team is committed to acting in their clients best interest, providing financial planning and investment advice with loyalty and integrity.”

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“Money Management Services, Inc. is a fee-only Financial planner that provides comprehensive financial planning and wealth management advice to individuals and business owners. 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®). 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. 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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