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Best Financial Advisors in Tuscaloosa

2024

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SmartAdvisor by SmartAsset

Tuscaloosa, 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

Tuscaloosa, AL

Why choose this provider?

Need help contacting a Financial Advisor in Tuscaloosa? 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
100 Towncenter Blvd, Suite 202, Tuscaloosa, AL 35406
  • Private Wealth Advisor

Why choose this provider?

Thornhill Capital Management has a team of financial advisors who assist individuals and families in Tuscaloosa who need help with financial planning and wealth management. Its services include due diligence and research, selection of institutional-class managers, investment policy statement review, and portfolio management and rebalancing. It also covers spending policy needs, portfolio reviews, stewardship documentation, and support and guidance on regulatory standards. At least three members of TCM are Certified Financial Planners. They work as a team, and every client has access to each one of them.

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.
2.5
Responsiveness
Friendliness
Helpfulness
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Detail
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Website
100 Towncenter Blvd Suite 201, Tuscaloosa, AL 35406
  • Financial Planning

Why choose this provider?

Warrior Investment Group provides financial and investment planning services for families, business owners, and retirees in Tuscaloosa and neighboring areas. Whether a client is looking to grow their money over time, generate income in retirement, or preserve wealth for future generations, the firm's team of financial advisors can assist in developing personalized and sustainable financial plans. Mitchell Loper, one of the firm's partner financial advisors, earned membership at the Institute of Investment Management Consulting in 2019.

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
2618 8th St, Tuscaloosa, AL 35401
  • Estate Planning

Why choose this provider?

Steve Richardson & Company, PC, is a wealth management firm that serves Tuscaloosa. Since 1978, it has been providing personalized financial solutions to individuals, families, and businesses. The firm's financial advisors guide clients through the process of understanding and implementing strategies designed to improve and develop their finances and assets. These financial advisors are equipped to handle financial, retirement, tax, and estate planning matters. One of its financial advisors, David Richardson, is a CPA and the chairman of United Way Funds Distribution.

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 (16)

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
2220 University Blvd, Tuscaloosa, AL 35401
  • Certified Financial Planner (CFP)

Why choose this provider?

Pathway Financial Resources is a financial services provider that serves individuals, families, and businesses from Tuscaloosa and the surrounding areas. It provides a variety of financial planning services, including investment advising and risk management. It also helps families reach their financial goals through services such as retirement funding, college funding, and estate preservation. Managing partner Jimmy Duren has been working in the industry for more than four decades. He is a Life Underwriter Training Council Fellow.

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.
4.6
Google
4.6 / 5 (8)

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

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 kind of stocks have been performing well recently and which may benefit an investor in Tuscaloosa?

    An investor in Tuscaloosa may get good investment returns in sectors where the economy is moving towards given a certain business cycle. Stocks in sectors such as real estate, financials, and information technology are most likely to do well in the early business cycle. However, past performance is not a good way to predict the future performance of a stock. The investor can benefit from the guidance of a financial advisor.

  • How does the City of Tuscaloosa implement its municipal fund's investment policy?

    Local financial institutions that are members of the Security for Alabama Funds Enhancement participate in Tuscaloosa's bidding process weekly. The municipal funds will be awarded to institutions that offer the highest investment rate. Should different institutions offer the same rate, the award will go to the one with the lowest number of investments. Questions on this matter can be directed to City Hall at 2201 University Blvd. Tuscaloosa, AL 35401.

  • Why should you diversify an investment portfolio in Tuscaloosa?

    The main purpose of diversifying a Tuscaloosa investor's portfolio is to reduce risks. Although investing entails some degree of risk, diversification minimizes the possibility of losing all money should the investment fail. Experts often recommend investors have different asset classes in their portfolios. The most common asset classes are stocks, bonds, real estate, mutual funds, and index funds.

  • Can a Tuscaloosa individual withdraw from their account at the Retirement Systems of Alabama?

    There are only certain conditions in which an individual from Tuscaloosa may be able to withdraw from their Retirement Systems of Alabama account. Some of these are being seventy and a half years old or older and being no longer an employee of a state agency or school. Additionally, some individuals can withdraw if they have any unexpected emergencies. or be eligible for a small balance withdrawal.

  • What are accredited investors in Tuscaloosa and throughout the state?

    Accredited investors are entities and individuals in Tuscaloosa and throughout the state that are allowed to manage specific securities offerings. This can be entities such as banks, insurance companies, and loan associations. Investment companies for small businesses, rural communities, and business development can also be accredited. High-income individuals, investment advisor representatives, and SEC-registered broker-dealers can also be authorized.

  • 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.