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Recent Finance Advising Reviews in Birmingham

  • A
    Krupp law Offices PC
    There is not one person in the entire office who isn't helpful and understanding. Krupp Law Offices and his team were able to help me through a very tough time in my life. They made it the entire process easy, and were extremely professional. I wouldn't recommend another law office
    - Delores T.
  • A
    HANTZ GROUP
    Hantz assigned a team to review all our finances and more. They handle our banking, our taxes, our investments, our retirement income, our estate planning and our insurance (home, auto, long-term care and umbrella). Our team had experts in each area who reviewed our status and made recommendations with numerous options which they took the time to explain thoroughly. After initial analysis and organizing, we now meet 3 or 4 times a year to review and revise if necessary. All this for a single annual price is a real bargain. It really helped us to get all our ducks in a neat row. We are very pleased with the service. We are now confident of our finances and our lives are organized better than they have ever been. And we have much more time to enjoy the fun in life.
    - David E S.
  • A
    Kennedy Financial Group
    Brandon and his team were very helpful. They confirmed all of our plans and has set us on a path to success.
    - Gary D.
  • A
    DFCU FINANCIAL
    I am more stable and financially prepared for down turns in the economy with Brad's advise. He even monitors and offers suggestions without hesitation.
    - NEIL C.
  • A
    Calvert Planning Corp
    I like George's philosophy and what he says "at the end of the day I want to give you 100% of your money back". He is very conservative with his approach and investments. He doesn't perform risky moves and you feel like your money is safe. He isn't going to go invest it in some crazy stock and then lose everything. He returns all of our phone calls and explains everything in detail to us. He listens and takes his time when we having meetings with him.
    - Evangeli s.
  • A
    Morgan Stanley Smith Barney
    It was easy to get a hold of him. He does not make me feel like what I was talking about. He takes my questions very seriously. He was very knowledgeable in his area. He does not pressurize me.
    - Norma M.
  • A
    Raymond James Financial Services Inc
    I have been using them for 8 years. He charges 1% of any money he is managing. I think he is very honest and detailed. He is not out to sell you the hottest thing at the moment, he is more interested in long term retirement planning.
    - Carol H.
  • A
    USAA Bank
    They are the best. You have to have been in the military or military family member in order to use them. They are always available to us and 100% responsive. They are always on your side if something goes wrong. They are the absolute best in that field.
    - SANDY G.
  • A
    Financial Education Services
    I have received a corrected letter from the credit bureaus with some corrections, but we are still working with them.
    - Joann B.
  • A
    Clear Strategy
    I felt very at ease working with T.J.  He asked me all the important questions needed to help me in my situation.  I felt comfortable knowing he is more of a consultant guiding me down the right path, as apose to people I've worked with in the past that tend to recommend the same cookie cutter products to everyone.
    - Burton K.
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Financial Advisors in Birmingham

Companies below are listed in alphabetical order.

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