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Finance Advising reviews in Birmingham

  • A
    Northwestern Mutual Wealth Management Co
    I thought his price was reasonable. He is very professional and very involved. He is very persistent shepherding through the process and I need that because your life becomes your call schedule. He is really good at following me up and keeping me on track.
    - Eric C.
  • A
    BancorpSouth
    I had to pay a registration fee, and I am an ongoing customer of theirs, because I have to pay our mortgage through them. I would recommend them to anyone who is looking for this type of company. The mortgage officer was really helpful, she called me every day to let me know what was going on with my house and the home buying process. She never left me in the dark. I have a lot of friends who are in the process of buying their houses, and their mortgage lenders never call them to let them know anything about the process, the contract or anything. But she called me every day, making sure we had everything squared away, and keeping us up to date, which I really appreciated.
    - Jessica M.
  • A
    CHERYL P BREWER CFP
    Cheryl P. Brewer is the financial planner we have used for several years now and we could not be more pleased with her. She explains our options carefully and steers us in the right direction. The money she has invested for me has done well and I feel she has put us ahead of the game. Her commission is on a percentage basis.
    - RON J.
  • A
    BancorpSouth
    very helpful, were timely and gave us all the options that we needed to consider.
    gave us very competitive rate.
    - Manish J.
  • F
    Lifelock
    see above
    - Suzanne S.
  • A
    CHERYL P BREWER CFP
    We retired comfortably. We meet with Cheryl periodically to review and critique, and to make any necessary adjustments to our plan.
    - Richard R.
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Financial Advisors in Birmingham

Companies below are listed in alphabetical order.

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