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BEST RATED MONTGOMERY, AL FINANCIAL SERVICES

3 Best Financial Services in Montgomery, AL

Expert-recommended Top 3 Financial Services in Montgomery, 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!

Andrew Fitch - Montgomery, AL Financial Services - Portrait
Andrew Fitch - Montgomery, AL Financial Services - Company Logo
Best Financial Services in Montgomery AL - Andrew Fitch - FIRST COMMAND FINANCIAL SERVICES, INC video
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ANDREW FITCH

(4.8 Score)
FIRST COMMAND FINANCIAL SERVICES, INC
1930 Berryhill Road,
Montgomery, AL 36117 Directions

Since 2016

Specialty:

✓Comprehensive financial Planning ✓Investment Strategies ✓Estate planning

“2026 Highlights: Andrew Fitch is a Financial Advisor at First Command Financial Services, Inc. He completed his Bachelor's degree in Business Administration from Wichita State University and a Master's degree in Business Administration from Creighton University. He holds Series 7 and 66 securities licenses and life and health insurance licenses in Alabama, California, Colorado, Georgia, Ohio, and South Carolina. Andrew is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.”

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License CRD #6611098

Contact:

(334) 518-3161 (334) 277-7731

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

TBR® Inspection Report:

Frederick Pellum III - Montgomery, AL Financial Services - Portrait
Frederick Pellum III - Montgomery, AL Financial Services - Company Logo
Best Financial Services in Montgomery AL - Frederick Pellum III - PRIMERICA video
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FREDERICK PELLUM III

(4.8 Score)
PRIMERICA 1401 I-85 Parkway, Suite A,
Montgomery, AL 36106 Directions

Since 2015

Specialty:

✓Financial Planning ✓Investment Services ✓Term Life Insurance ✓Comprehensive Strategy ✓Income Planning ✓Retirement Protection ✓Debt Solutions ✓Education Funding ✓Mutual Funds ✓Annuities ✓Managed Investments ✓College Savings Plans ✓SEP IRA and Simple IRA Plans ✓457 Plans ✓Financial Security

"Frederick Pellum III is a financial advisor at Primerica. He joined the firm as a financial representative to help his neighbors in Montgomery and nearby areas with their financial and life plans through personalized investment strategies. His primary focus is to create value and peace of mind for his clients. Whether you are interested in financial services, investment services, or term life insurance, Frederick Pellum III can help you find the financial solutions that meet your needs. He takes pride in offering top-notch customer service to everyone who visits his office. He strives to treat each customer how he wants to be treated, with respect and integrity. There is no fee for the initial consultation.

2026 Highlights: Frederick Pellum III is a Life Insurance Representative and Investment Adviser Representative."

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License #2128285

Contact:

(770) 265-1418

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TBR® Inspection Report:

Steven & Kimberly Simmons Financial Professionals - Montgomery, AL Financial Services - Portrait
Best Financial Services in Montgomery AL - Steven & Kimberly Simmons Financial Professionals video
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STEVEN & KIMBERLY SIMMONS FINANCIAL PROFESSIONALS

(4.7 Score)
4137 Carmichael Road, Suite 8,
Montgomery, AL 36106 Directions

Since 2020

Specialty:

✓Retirement Strategies ✓Legacy Planning ✓Business Owner Strategies ✓Asset Growth Strategies ✓Tax Advantage Strategies ✓Education Funding ✓Estate Preservation ✓Life Insurance Strategies

“2026 Highlights: Steven & Kimberly Simmons Financial Professionals help people grow, save, and protect what matters most. They have worked side by side as financial professionals, guiding individuals and families across the country toward greater financial confidence. Whether it’s building a safety net with the right insurance, creating a strategy to grow your savings, protecting your income from life’s uncertainties, or planning for a confident retirement, they are ready to help you make informed decisions every step of the way.”

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License #AL-312056

Contact:

(334) 801-2936

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

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ANDREW FITCH REVIEWS

If you’re looking for a top-tier financial advisor, look no further than Andrew Fitch! I started working with Andrew recently at First Command, and he has been fantastic. He made the transition from my previous advisor seamless and immediately started finding new ways to help me grow my portfolio. I really appreciate his expertise and the way he’s been instrumental in setting me up for long-term success.

Andrew Fitch was well prepared and knowledgeable for our appointment. He answered all of our questions and concerns. We received good ideas for our financial future with understandable explanations. It is very helpful and pleasant to meet with him. We look forward to our next meeting.

Andrew is very professional and excited about what he does.

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FREDERICK PELLUM III REVIEWS

The agent Stacie Brown was absolutely amazing. I appreciate the time she spent making sure I understood the value of the insurance as well as all other programs they offer.

I am truly thankful and grateful for learning about how to sustain financial growth. My family and I are looking forward to our future.

Detail oriented, personable and very knowledgeable. Attentive to my personal and financial goals.

STEVEN & KIMBERLY SIMMONS FINANCIAL PROFESSIONALS REVIEWS

Steve and Kim are phenomenal! They champion financial education and make themselves available for any help my family and I need. It's hard to believe it will soon be a year since I began working with them and joined their team. Their effective leadership and teaching helped me quickly become a licensed financial professional. If are looking for a trustworthy, effective, and caring team for your financial concerns, they are it.

Kim and Steve have been exceptional in both their financial proficiency and integrity. They took the time to truly understand our goals and provided clear, honest guidance that helped us grow and protect our income as we plan for retirement. Their knowledge, transparency, and commitment to our best interests gave us confidence and peace of mind throughout the process. We genuinely appreciate their dedication and highly recommend Kim and Steve to anyone looking for trustworthy, knowledgeable financial professionals.

Steven and Kimberly makes financial planning a breeze! Everything made sense and fits my family perfectly. They answered each question I had and were always easy to reach. I highly recommend S&K Services.

TBR® Inspection Score Report

ANDREW FITCH Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Business Images: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FREDERICK PELLUM III Total Inspection Points: 114/120
Acknowledgments: 8
Experience: 8
Business Images: 9
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

STEVEN & KIMBERLY SIMMONS FINANCIAL PROFESSIONALS Total Inspection Points: 113/120
Acknowledgments: 8
Business Images: 8
Current Evaluation: 8
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10