Laurels

Best Financial Advisors in Mobile
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Mobile Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 49 31 6

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Leavell

  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Leavell is an investment advisory firm that has delivered investment solutions to Mobile individuals, families, and business owners since 1979. With over 200 years of combined experience, the firm only serves a limited number of clients to ensure that its team of financial advisors is available for discussions. The firm’s investment process involves building a portfolio that reflects the client’s financial picture. It also includes asset allocation, broad diversification, and tax-aware investing. Moreover, as of June 2021, Leavell has $2.1 billion assets under management.

210 Saint Joseph Street
Mobile, AL 36602

Website

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