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Best Financial Advisors in Mobile

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Care Financial logo

Care Financial

5920 Grelot Road, Mobile, AL 36609
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Care Financial assists Mobile individuals, families, and business owners in creating smart financial decisions. Founded in 1985, the firm builds a flexible financial plan that reflects the client’s financial goals. It also involves retirement planning, investment, and taxes. The firm, likewise, offers long-term care insurance, including Medicare and Medicaid. Cancer and disability insurance is also available. Moreover, clients can seek annuity services, including multi-year guaranteed and fixed indexed annuity. Care Financial's president, Horst Schapals, dedicates himself to helping people plan for their financial future.

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Gulf Coast Financial Advisors logo

Gulf Coast Financial Advisors

413 Johnson Avenue, Fairhope, AL 36532
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  • Estate Planning
  • Tax Planning

Gulf Coast Financial Advisors provides fiduciary financial planning services for clients in Mobile and its neighboring areas. This independent and locally owned practice provides a wide range of services, including investment management, wealth management, business owner planning, and 401(k) retirement planning. It also focuses on risk management and assists its clients in protecting their hard-earned assets. Josh Null, founder of the firm, started the business in 2018. Null is the host of the Every Dollar Counts podcast and a frequent speaker at multiple conferences.

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Leavell logo

Leavell

210 Saint Joseph Street, Mobile, AL 36602
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  • 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.

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Peters Financial logo

Peters Financial

153 West Interstate 65 Service Road North, Mobile, AL 36608
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  • Estate Planning
  • Retirement Planning

Peters Financial is an independent wealth management firm that has been serving clients throughout the Mobile area for more than four decades. The firm provides a wide range of services, including retirement planning, investment planning, college planning, estate planning, and insurance and risk management. It also assists clients with business retirement and insurance plans and offers life event financial counseling. Edwin L. Peters, principal of the firm, has been in the financial service industry since 1975.

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Sandifer Wealth Management logo

Sandifer Wealth Management

3615 Old Shell Road, Mobile, AL 36608
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Sandifer Wealth Management provides a wide range of financial planning services for clients in the Mobile area. This independent fiduciary firm offers investment management, retirement planning, and tax efficiency services. It assists clients in managing various facets of their finances, including their investments, insurance, long-term care plans, estate plans, and wealth transfer plans. James E. Sandifer, president of the firm, has been in the financial services practice since 1982. The Sandifer Wealth Management team manages over $175 million of assets.

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Williams Financial Group logo

Williams Financial Group

2566 Dauphin Street, Mobile, AL 36606
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Preparation
  • Tax Planning

Williams Financial Group is an independent financial firm located in Mobile. The firm provides planning options for retirement, family wealth, and tax reduction. Its investment oversight services offer clients a review of their present investment and savings, assisting clients in building portfolios that fit their requirements. Financial adviser Billy Williams established the firm in 2001. Williams operates with over 20 years of experience in the financial services industry and is a board member of the Mobile Estate Planning Council.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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