3 Best Financial Services in Montgomery, AL

“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.”

“First Command Financial Services, Inc helps you manage your day-to-day finances, build lifelong assets, and strive to protect against financial loss so you can pursue your goals and dreams on your terms through all stages of your life. Their reputation has been built on shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of military families like yours. Their Financial Advisors are experienced in helping military personnel, veterans, and their families with income planning, loans, and annuity advice. First Command Financial Services, Inc puts you in touch with a First Command Financial Advisor to create your personalized financial plan.”

“David R. Petty is a certified financial advisor and Senior Vice President of Investments at Raymond James. He is well-versed in the intricacies associated with significant wealth. Raymond James focuses on doing what's right for its clients, associates, and communities. This commitment drives their mission to build a more sustainable future for all through environmental, social, and governance best practices. They have steadily grown to become one of the largest independent financial services firms in the industry, but their core values ensure they will never be so big that they don’t have time for what matters most: you and your family. Their approach and robust capabilities enable them to create customized investment strategies and deliver a quality standard of service with every investment strategy they present.”