3 Best Financial Services in Mobile, AL

“Thompson Wealth Management and Life Planning, Inc. team provides a range of services and a comprehensive approach to multigenerational family planning. John Thompson is the Senior Financial Advisor and Managing Principal of Thompson Wealth Management and Life Planning, Inc. He is a member of the Financial Planning Association. He is currently a board member of the Mobile Fellowship of Christian Athletes (FCA), Christian Business Men’s Connection (CBMC), and the University of South Alabama’s Economic/Finance Department Advisory Board. He is a Certified Financial Planner™ professional and has earned the Chartered Life Underwriter (CLU®), Certified Estate and Trust Specialist (CES®), Certified Fund Specialist (CFS®), and Chartered Financial Consultant (ChFC®) designations. By developing knowledge of your priorities and goals, Thompson Wealth Management and Life Planning, Inc. can begin to anticipate your needs and provide you with custom solutions.”

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“Peters Financial recognizes their responsibility to create value for their clients. Edwin L. is the principal and Financial Advisor of Peters Financial. He loves helping their clients solve problems, overcome financial challenges, and achieve their goals. Peters Financial is a client-centered firm that focuses on building long-term relationships that encourage open and honest communication. They offer a full range of investment and financial services and access to a wide array of solutions. Their team of financial advisors and client service specialists are ready to help you develop a personalized strategy that will allow you to achieve your financial goals and dreams. Their mission is to listen, understand, and provide thoughtful advice to help others achieve financial freedom. From their financial advisors to client services associates, they understand that their commitment to you means everything from answering phone calls promptly to regularly reviewing your plan.”

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“Strategic Wealth Specialists create strategies that are tailored to your needs and goals. Timothy Heath is the managing director of Strategic Wealth Specialists. Strategic Wealth Specialists' mission is to illuminate and guide personal and business finances, providing clarity and confidence through innovative tools like The Living Balance Sheet®. They are committed to empowering their clients, continually enhancing their resources and reach to serve their interests. At Strategic Wealth Specialists, they have an extensive team of professionals with various backgrounds and specialties. They leverage their experience and knowledge to help clients pursue financial independence.”

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