Here’s The Deal: 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.
3 Best Financial Services in Mobile, AL
Expert recommended Top 3 Financial Services in Mobile, Alabama. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 THOMPSON WEALTH MANAGEMENT AND LIFE PLANNING, INC. REVIEWS
I want to thank and highly recommend John Thompson with Thompson Wealth Management. He has been a trusted advisor for my business and personal assets for over 20 years. I have found him to be a man of high integrity and professionally educated, with a season understanding of investment strategies to preserve and grow my portfolios, but mostly a man of great heart and understanding. I don’t think it would be possible to find someone more qualified to help you with important financial decisions. Thank you to John and his team.
I had an opportunity to attend an event that John held for a group of ladies. It addressed topics that helped give a solid background for making informed decisions concerning financial planning that would best serve us, based on our particular season of life and financial retirement status. John has a wealth of information to share and is willing to field questions and answer them in terms that are practical. It was well worth my time to attend, and as always, John was a gracious host. Thank you, John, for this informative session.
John is outstanding! He helped me and my wife get on track with our spending, accounts, debt, and most importantly, our outlook towards the future. We greatly appreciate his time and effort as well as his wisdom and values! Highly recommend.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Strategic Wealth Specialists Mobile Financial Services Strategic Wealth Specialists Mobile Financial Services](https://threebestrated.com/images/StrategicWealthSpecialists-Mobile-AL.jpeg)
Here’s The Deal: 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.
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TOP 3 STRATEGIC WEALTH SPECIALISTS REVIEWS
Michelle Tice is a Financial Representative with Strategic Wealth Specialists. I appreciate the fact that she began her career as a satisfied client. She loves helping people create a plan for financial freedom. I highly recommend her.
Extremely professional environment. I feel very confidant in this group.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Peters Financial LLC Mobile Financial Services Peters Financial LLC Mobile Financial Services](https://threebestrated.com/images/PetersFinancialLLC-Mobile-AL.jpeg)
Here’s The Deal: 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.
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TOP 3 PETERS FINANCIAL LLC REVIEWS
Have been working with Peter’s Financial group for probably 25 years now…Pete has always been such a pleasure to work with and has always made me feel like my best interests are his top priority…everyone in this group is professional, considerate, kind and very good at their jobs! I know I am in good hands and have such a peace of mind that Pete and his group base their efforts on Christian principles … the most trustworthy individuals with which to have a relationship.
started with Pete Peters LLC many years ago and continued to follow their advice with my company retirement plan as well as my own investments. They have enabled me to retire in comfort and not worry about finances. I have sent them several clients and the clients are all still my friends, so I guess they are happy with Peters Financial as well. Thank you Pete and Lee for all you do and we cannot forget our dear departed friend, Mike Barnett.
I have known the team at Peters Financial now for several years. I am a practice management coach, and I must say they are very good students at building the team to best serve their clients. Lead by Pete Peters and son Lee, they are delightful to work with. I enjoy every meeting with them.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.