3 Best Financial Services in Montgomery, AL

“Frederick Pellum has had a successful tenure as a financial advisor at Primerica, leveraging his expertize to assist clients. He joined Primerica as a financial representative to assist his neighbors in Montgomery and nearby areas with their money and life plans using personalized investment ideas. His highest 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, he 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. Frederick Pellum welcomes Montgomery residents to call or visit his office to see how he can help them achieve their financial goals and dreams.”

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“First Command is one of the leading Financial planners in Montgomery, Alabama. The team is committed to coaching their nation's military families to pursue financial security. They have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families. They help you build successful financial behaviors early in your military career, and together, they apply them consistently throughout your lifetime. Their advisors are strategically near big military bases in more than 175 offices worldwide. This way, they ensure you're financially safe wherever you go. The financial advisors at their Montgomery, AL office are a team of highly knowledgeable professionals, with many of them being veterans or military spouses themselves.”

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“David R. Petty is a certified financial advisor and Senior Vice President of Investments at Raymond James. His mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. To accomplish this, he combines his experience in the financial services industry with quality investment alternatives and the latest information and technology. He strives to present information in a straightforward, understandable manner so that, together with his clients, David R. Petty and his team can determine the most appropriate options for their portfolios. They constantly consider changes in the marketplace and their client's needs, making necessary adjustments to help them. They believe that financial advisory services should be shaped by the unique needs of each client they serve, from individuals to families to high-caliber institutions. Their personal approach and robust capabilities enable them to create customized investment strategies and deliver a quality standard of service with every investment strategy they present.”

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