Financial Planners near Birmingham

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“I have been working with Greg Hinkson at Hinkson Wealth Management since I graduated from PA school and started my first job as a physician assistant in 2008. From the very beginning, Greg has guided me toward making smart financial decisions, and his team of financial advisors and his staff have always been wonderful. They are all helpful, responsive, and patient in answering even the smallest of questions.

Over the years, our relationship has grown beyond managing my own finances; we now trust Greg with our children’s accounts as well. What sets him apart is not only his financial expertise but also the genuine care he has for each of his clients. He consistently goes above and beyond, often working late into the night to ensure that every detail is handled with excellence. He is in business of serving people and fostering relationships while doing a great job of managing and growing our financial assets of our family.

Greg is more than a financial advisor; he is someone who truly has his clients’ best interests at heart. I wholeheartedly recommend Greg and his team to anyone looking for a trusted advisor who combines professionalism with personal care and concern!“

“I wholeheartedly recommend Jason Sherman and his exceptional team for anyone looking for financial planning services. They are always accessible, responsive and proactive. Their dedication to their clients ensures not only financial clarity but also peace of mind. Trusting them with your financial future is a decision you will not regret!“

“OWL handles my portfolio quite successfully with personal attention to my goals. Very good at communication throughout the year.“

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“Roffe' Hofmann is an excellent financial planner! He is not only a registered investment adviser but he knows how to explain things in a manner that is understandable and professional. I trust him explicitly!“

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“I've been a client of Bloom for 10 years. I was impressed the first time I met with them and will continue to do business. I also feel secure how they have structured my investments. Jack listens to my questions and concerns and displays a calm demeanor explaining my his answers.“

“I have been with the Horizon team for over seven years. Alex and Ryan were the team when I started and have found them to be men of integrity and high moral character. Their word was their bond and they have followed through on everything they told me. It has been exciting to see their business expand over the years and it is now truly a one stop shop for Weath Management, Taxes, and Estate Planning. Not only are Alex and Ryan my financial advisors but my wife and myself consider them our friends. We recommend them to anyone looking for a Wealth Manager.“

“I have been working with Trevor over a decade and I can’t think of anyone I would trust my finances with other than Trevor and his team!“

“I have worked with Jim Hern of MFC for a number of years. Jim is very knowledgeable about the market and is an excellent advisor. He is not just a salesman like many investment advisors. Jim takes time with all of my clients and is very well thought of. Not only do I refer clients to Jim, as a CPA, but my wife and I also invest with Jim. Jim is smart, learns what your objectives are, explains your options very well and is not pushy at all. I would highly recommend Jim Hern. I have had the opportunity to meet and work with many financial advisors and Jim would be my first choice!“

“I switched from another company to Steve and my Money has been moving in the right direction ever since. So far so good.“

“Secure Planning Strategies are the best in the business! Hire them now and you'll forever be glad you did!“

“Very professional, helpful and caring people. They helped me a great deal with retirement estate accounts. I highly recommend them.“

“Cynthia was/is amazing to work with. If anyone needs any help with Medicaire decisions please call her first“

“Great company, have done wonders for my investments. Very trustworthy and knowledgeable.“

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“I love them. We've been using them for 3 yrs and they are fast and extremely efficient. They offer financial advice also!“

“William Burmeister and his team are great to work with! Looking forward to a prosperous relationship!“

“The team at PFP is super knowledgeable, professional, and very easy to talk and connect with. They took the time to understand my financial goals and gave clear and honest advice on how to reach them. I have multiple accounts with their firm, and they are always on top of contacting me when it’s time to do quarterly check-ins to let me know how much financial path is looking. I highly recommend!“