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Best Financial Advisors in Tuscaloosa

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Tuscaloosa, ALTuscaloosa, AL

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.

Tuscaloosa, ALTuscaloosa, 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: --

101 25th Street North, Birmingham, AL 35203
Birmingham, AL 35203
Instagram
  • Financial Planning

Bridgeworth Wealth Management is an investment advisory firm that has been serving the Tuscaloosa area since 2008. Financial planning has always been its core service, and it involves an initial meeting, strategy development, plan presentation, implementation, and monitoring. Its advisors help clients transition to retirement by assessing their financial goals and recommending appropriate strategies to achieve them. Bridgeworth Wealth Management, which comprises over 24 Certified Financial Planners, was listed as one of the Top 300 Registered Investment Advisers by Financial Times from 2017 to 2020.

101 25th Street North, Birmingham, AL 35203
Birmingham, AL 35203

InstagramWebsite(205) 208-8700

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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:

4.7 / 5 ( Best)

Total Reviews:

38 (Best)

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: --

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

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.

2220 University Blvd, Tuscaloosa, AL 35401
Tuscaloosa, AL 35401

Website(205) 752-1533

Show Number

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:

4.6 / 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+

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

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.

2618 8th St, Tuscaloosa, AL 35401
Tuscaloosa, AL 35401

Website(205) 349-3580

Show Number

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:

18 (Better)

Score Consistency:

Consistent (Best)

100 Towncenter Blvd, Suite 202, Tuscaloosa, AL 35406
Tuscaloosa, AL 35406
  • Private Wealth Advisor

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.

100 Towncenter Blvd, Suite 202, Tuscaloosa, AL 35406
Tuscaloosa, AL 35406

Website(205) 737-8060

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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: --

Detail: --

100 Towncenter Blvd Suite 201, Tuscaloosa, AL 35406
Tuscaloosa, AL 35406
  • Financial Planning

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.

100 Towncenter Blvd Suite 201, Tuscaloosa, AL 35406
Tuscaloosa, AL 35406

Website(205) 634-2400

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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+

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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