Laurels

Best Financial Advisors in Mobile
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Mobile, AL

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Care Financial

Care Financial

  • 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.

5920 Grelot Road
Mobile, AL 36609

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Gulf Coast Financial Advisors

Gulf Coast Financial Advisors

  • 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.

413 Johnson Avenue
Fairhope, AL 36532

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Leavell

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

Website
Peters Financial

Peters Financial

  • 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.

153 West Interstate 65 Service Road North
Mobile, AL 36608

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Sandifer Wealth Management

Sandifer Wealth Management

  • 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.

3615 Old Shell Road
Mobile, AL 36608

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Williams Financial Group

Williams Financial Group

  • 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.

2566 Dauphin Street
Mobile, AL 36606

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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