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BEST RATED HUNTSVILLE, AL FINANCIAL SERVICES

3 Best Financial Services in Huntsville, AL

Expert-recommended Top 3 Financial Services in Huntsville, 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. You deserve only the best!

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INFINITY TAX & FINANCIAL PLANNING

(4.8 Score)
200 Clinton Avenue West, Suite 701,
Huntsville, AL 35801 Directions

Since 1995

Specialty:

✓Investment Management ✓Financial Planning ✓Debt Reduction Strategies ✓Retirement Financial Planning ✓Estate Planning ✓Insurance ✓Annuities

“2026 Highlights: Infinity Tax & Financial Planning offers collaborative approach that ensures that every recommendation is aligned with your unique goals and circumstances. Andy Zorovich is the Founder and Managing Director of Infinity Tax & Financial Planning. He completed his maths degree from Furman University . He is licensed in AL, CT, DE, FL, GA, IL, IN, NV, NH, NY, PA, TN, and WA. He is a Registered Representative offering Securities through American Portfolios Financial Services, Inc. He holds INRA Series 24, and 7 and State Series 65, and 63 licenses. Their experienced team ensures that you can feel confident about your future and empowered to live the life you’ve worked hard for.”

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License CRD #332590

Price:

Fixed Financial Planning Fees
From $250
Upto $5,000
Hourly Financial Planning Fees
From $150
Upto $500

Contact:

(256) 527-4214

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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ANTHEM ADVISORS

(4.8 Score)
110 Lily Flagg Road,
Huntsville, AL 35802 Directions

Since 2018

Specialty:

✓Investment Management ✓Retirement Planning ✓Tax Planning ✓Family Legacy Planning ✓Estate Planning ✓Charitable Giving ✓Insurance Planning ✓Business Exit Planning

“2026 Highlights: Anthem Advisors financial provides customized strategy that aligns with your goals and values. Cavett Cooper is the CEO of Anthem Advisors. He graduated with honors from Pepperdine University. He holds Series 65, CERTIFIED FINANCIAL PLANNER TM (CFP®), Certified Kingdom Advisor (CKA®) and Certified Exit Planning Advisor (CEPA). Anthem Advisors financial helps you navigate financial decisions with clarity and confidence. They also create an investment strategy that aligns both your goals and your values. They simplify complex decisions and plan for a life that is beyond the workday.”

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License CRD #298454

Price:

Financial Planning Fixed Fee Upto $15,000
Financial Planning Hourly Fee
From $125
Upto $500

Contact:

(256) 288-0192

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

TBR® Inspection Report:

Gene Lesinski - Huntsville, AL Financial Services - Portrait
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Best Financial Services in Huntsville AL - Gene Lesinski - FIRST COMMAND FINANCIAL SERVICES, INC video
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GENE LESINSKI

(4.7 Score)
FIRST COMMAND FINANCIAL SERVICES, INC
1608 Four Mile Post Road,
Huntsville, AL 35802 Directions

Since 2021

Specialty:

✓Comprehensive Financial Planning ✓Investment Strategies ✓Risk Management ✓Debt Management ✓Education ✓Asset Management

"Gene Lesinski is a financial advisor at First Command. He understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Gene Lesinski serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. He will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

2026 Highlights: Gene Lesinski holds Series 7, Series 66 securities licenses plus life and health insurance licenses in AL."

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License CRD #347584

Contact:

(256) 489-9238 (256) 292-8608

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

TBR® Inspection Report:

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INFINITY TAX & FINANCIAL PLANNING REVIEWS

Absolutely incredible team at Infinity thankful that our sweet neighbors recommended them years ago. Andy is amazing and has helped my small business in so many ways. I truly appreciate their customer service, their attention to detail and their expedient results. We have also worked with Deji who is just wonderful and appreciate his patience with me too, I might forget to upload everything I need to, to make his job easy. Thankful for this personal business building relationships with their clients.

I am someone who isnt the most tax/finance savvy, and found infinity tax service through an internet search. Im glad I came here to have someone walk me through filing jointly for the first time. I worked with Parker, she was amazing in being patient with my situation and the price was absolutely fair. I feel like I have someone in my corner now. Thanks.

I had a great experience with Infinity Tax and Financial. They completed my taxes this year and made the whole process smooth and stress-free. They were responsive, knowledgeable, and answered all my questions clearly. I felt confident in their work and would definitely recommend them to anyone needing tax help. If so, I would say ask for Parker she’s the best.

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ANTHEM ADVISORS REVIEWS

Cavett Cooper took the time to truly understand our financial goals and helped us create a plan that aligns not only with those goals but also with our faith. He was incredibly thorough in learning about our priorities—not just for ourselves, but also for our children, our business, and the ministries we support. Cavett brought creative, strategic solutions that allowed us to maximize the impact of every dollar, both in terms of growth and giving. He meets with us regularly to track our progress and adjust our plan as life changes. His advice is thoughtful, faith-driven, and effective—and we've seen real results. We're grateful to have him as a trusted financial partner.

Cavett Cooper and his team do an excellent job of understanding their clients’ goals, current financial situation and help to develop an approach to meet their goals. I also like their approach, which was the draw for my family, of value-based investing.

I highly recommend Cavett and his team at Anthem Advisors. He has taken the time to understand my risk tolerance and helped me to invest accordingly. He answers all my questions respectfully and in terms I can understand. I really appreciate the faith based approach to investing that they provide, and I truly believe Cavett and his team have my best interest at heart.

GENE LESINSKI REVIEWS

Geno is amazing!! Highly recommend him as your Financial Advisor! He saved us from a future trainwreck that was created by our previous advisor. Thank God we were put in touch with Gene! From the second we walked in the door he made us feel welcome and answered all of our questions with a honest and transparent approach! Thank you.

Gene ranks at the top of the financial advisers I've known. He knows what he is talking about, can put it into laymen terms, is thorough, organized, and professional. You can tell he is genuinely interested in and motivated to do the best job he can. We are blessed to have him as our financial adviser.

Gene is a Great Professional who’s well organized and provide sound advice that’s tailored to your financial need. His support for Veterans and the Military community is unmatched.

TBR® Inspection Score Report

INFINITY TAX & FINANCIAL PLANNING Total Inspection Points: 116/120
Business Hours: 8
Complete Info: 9
Current Evaluation: 9
Acknowledgments: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Responsiveness: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

ANTHEM ADVISORS Total Inspection Points: 115/120
Current Evaluation: 8
Experience: 8
Business Images: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

GENE LESINSKI Total Inspection Points: 112/120
Experience: 7
Acknowledgments: 8
Reviews Study: 8
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Video: 10
Website Source: 10
Website Standard: 10