3 Best Financial Services in Mobile, AL

“Thompson Wealth Management and Life Planning, Inc. is one of the leading financial planners in Mobile, Alabama. John Thompson is the managing principal and senior financial advisor for the company. He graduated from University of South Alabama with a Bachelor of Science in Finance. John Thompson is a partner of the Financial Planning Association. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Life Underwriter, Certified Estate and Trust Specialist, Certified Fund Specialist, and Chartered Financial Consultant designations. The Thompson Wealth Management and Life Planning, Inc. team is dedicated to providing individualized quality service, advice, and education to help clients understand, identify, and potentially obtain their individual goals and objectives by building lifelong relationships based on trust and confidence. They strive to be the sole financial information resource for their clients. They are committed to ongoing communication, client educational events, planning sessions, and reviews. The team helps manage you through a questionnaire to define the proper asset allocation and investment mix.”

Read more

“Strategic Wealth Specialists is a well-known financial planner in Mobile, Alabama. Timothy Heath is the managing director of the firm. The team assists their clients in building long-term financial independence. Their most important job is providing financial security and an abundant life for those they serve. They are a financial firm that provides clarity and transparency in the community for personal and business finances. The firm has an extensive team of professionals with various backgrounds and specialties. They leverage their experience and knowledge to help clients pursue financial independence. Even when their clients work closely with one advisor, they benefit from the entire team, including depth of experience, insight, and outlook.”

Read more

“Peters Financial LLC is an independent financial planner in Mobile, Alabama. Edwin L. Pete Peters, Jr. is the firm's principal and financial advisor. He began his career in financial services one week after graduating in June 1975, quickly realizing that service is the key ingredient to this profession. The team at Peters Financial LLC has been assisting clients with wealth management, retirement planning, and insurance services for over 40 years. They prioritize securing a bright financial future for you and your family. They aim to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been their cornerstone and foundation of success. The team has helped thousands of high-net-worth clients gain greater confidence in managing their finances.”

Read more