Best Financial Advisors in Montgomery

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310 Eastdale Circle, Montgomery, AL 36117
Montgomery, AL 36117
  • Estate Planning
  • Certified Financial Planner (CFP)

Legacy Advisors Inc. is a full-service firm that provides a wide range of financial products and services to individuals and business owners in Montgomery and other nearby metros. It develops customized financial programs that include investment and tax management, estate conservation, retirement strategies, and insurance products. It has partnered with LPL Financial, the nation's largest independent broker, to maximize its clients' investment options and maintain objective recommendations. Legacy Advisors co-founder and president, Robert E. Adams, is a Certified Financial Planner.

310 Eastdale Circle, Montgomery, AL 36117
Montgomery, AL 36117

Website(334) 277-4370

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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

445 Dexter Avenue, Montgomery, AL 36104
Montgomery, AL 36104
  • Certified Financial Planner (CFP)
  • Retirement Planning

Ronald Blue Trust is a local firm that has been operating in Montgomery since 1994. It offers a wide range of wealth management solutions including financial planning, family office services, business consulting, investment management, and institutional services. Its team assists individuals, families, professional athletes, business owners, and ministries. The business was originally established by Judy and Ron Blue after realizing that they want to help people in managing their wealth through biblical principles and technical expertise.

445 Dexter Avenue, Montgomery, AL 36104
Montgomery, AL 36104

Website(800) 987-2987

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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: --

6925-B Halcyon Park Drive, Montgomery, AL 36117
Montgomery, AL 36117
  • Estate Planning
  • Retirement Planning

Sikes Financial Group is a Montgomery-based firm that serves clients throughout the metro. It works with the independent investment bank Raymond James to deliver financial planning solutions, including retirement and college planning. The firm reviews the client's investment portfolio and makes recommendations to help achieve financial goals. It also educates through "Point of View," its commentary service that talks about topics like digital assets and stagflation. Derrick Sikes, a Chartered Financial Consultant, has over 15 years of experience in finance.

6925-B Halcyon Park Drive, Montgomery, AL 36117
Montgomery, AL 36117

Website(334) 245-0057

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1713 Taliaferro Trail, Montgomery, AL 36117
Montgomery, AL 36117
  • Estate Planning

TrueWealth Advisors, LLC, is a wealth management firm that has been serving Montgomery clients since 2014. It offers a wide range of services, including retirement income planning, investment analysis, education funding, asset protection planning, and professional resource recommendation. The process includes an initial consultation, organization of financial data, evaluation of financial status, proactive plan development, and implementation of planning strategies. Additionally, its team monitors and continually adjusts financial plans. Paul B. Marks, the firm's founding member, started his career at the Florida Department of Insurance.

1713 Taliaferro Trail, Montgomery, AL 36117
Montgomery, AL 36117

Website(334) 286-9806

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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+

254 Winton Blount Loop, Montgomery, AL 36117
Montgomery, AL 36117
  • Certified Financial Planner (CFP)

Tucker Financial Group is a financial advisor that serves clients in Montgomery and nearby areas. The company offers a wide range of services, such as finding the right mutual funds based on a client's risks and financial objectives. This independent company is led by Ray Tucker, who has been working in the insurance and investment solutions industry for more than 30 years. Tucker has been a SmartVestor Pro for the Dave Ramsey network since 2011.

254 Winton Blount Loop, Montgomery, AL 36117
Montgomery, AL 36117

Website(334) 277-0500

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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:

5 (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+

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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