Financial Consultants near Birmingham

“We have been with Morgan Stanley for many years. Our team is very responsive and immediately handles any special needs we have with efficiency and clarity. They come to our home to update us on our investments and give us their full attention in a friendly and professional manner. This is especially true of Ginny, Tab, Chris and Dana. They stick with the job until it is done to our satisfaction. They have never let us down when we have had an urgent need. They are trustworthy and conscientious. They also keep us informed through the process of carrying out our requests.My husband and I feel safe with our Morgan Stanley Team managing our investments.“

“Very informative, answers questions throughly, very professional, would highly recommend“

“We highly recommend this 5 star ⭐️ firm. Our advisor was extremely professional and knowledgeable, he took the time to educate us and answer all our questions . We also had the opportunity to meet the CEO , Mike Amine and we were truly impressed with his passion and financial services experience. We now understand why his firm has a successful track record.“

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“Really a good group of people. Great Multi-Family office with an impressive variety of services!“

“Dalicia Henry was so amazing helping my husband"s and my policy! I truly appreciate her patience with us and I will definitely always recommend Dalicia to my family, friends and co workers. I have been looking for a policy that will fit my needs for a long time but Dalicia made it so easy and convenient for us!Thank you “

“Very professional and friendly. Answer all my emails and calls. Will be doing business with them again.“

“I just wanted to say thank you to our financial advisor Cliff Hawkins and the team at Hilltop Wealth Solutions and Tax Service for keeping us updated on the markets during this volatile time. Cliff is making the best choices to make our portfolio bigger but also to protect it as well. If you need a financial advisor Cliff Hawkins or any of the other advisors at Hilltop Wealth Solutions and Tax Service will make the best choices for you. They have for us.“

“Spencer and his staff are friendly, professional and seem genuinely interested in doing what is best for their clients. Highly recommended.“

“Hi Rick 1 month into retirement and absolutely loving it. Thank You for helping to line everything up in such an easy manner. Best thing we ever did was attend your seminar at OU. Have a great weekend!! Jim“