Expertise.com

Best Financial Advisors in Montgomery

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Montgomery, AL
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Montgomery, AL

Why choose this provider?

Need help contacting a Financial Advisor in Montgomery? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What factors should you consider before investing in a particular stock or bond in Montgomery?

    There are a number of factors you will need to consider before investing in stocks and bonds in Montgomery. The first question you need to address is if the investment is too risky and the second is if the business is registered with the SEC. You will then need to know the different fees associated with the investment and if you can sell quickly. It is also prudent to seek guidance from a financial advisor before undertaking a big investment.

  • What do you need to know about annuities in Montgomery?

    An annuity is an insurance contract where the insurance company makes investments on the client's behalf. The insurance company utilizes tax-deferred money and once the purchaser reaches the age of 65, the income earned from investments can be received. However, keep in mind that income from this investment can fluctuate depending on market behavior.

  • Are there hidden costs in your annuity in Montgomery?

    Yes, there are costs and charges that you should be aware of with your annuity in Montgomery. One type is the front-end load commission which you will pay upon the purchase of an investment, it is also known as a sales charge. There are also penalties such as surrender charges. You will incur surrender charges if you withdraw your investments within the first seven years, it begins with a 7% penalty on year one.

  • Do you need to pay taxes on mutual fund investments in Montgomery?

    Yes, you will need to declare income from mutual funds in Montgomery, regardless if it is ordinary dividends or capital gains. Ordinary dividends are net earnings given periodically to investors while capital gains, on the other hand, represent the profits generated from the sale of securities held in a mutual fund's portfolio.

  • What is the difference between preferred stock and common stock in Montgomery?

    In Montgomery, the majority of the stocks available are common stocks, hence the name. However, one of the major differences between a common stock and a preferred stock is the voting power shareholders have when it comes to common stocks. Common stock earnings are also based on the financial performance of a company while in preferred stocks, a specific dividend is granted to the shareholders.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.