Top financial advisors in Anniston, AL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
When you're planning your financial future in Anniston, AL, you might face unique local factors like low property taxes that affect your retirement cash flow. Choosing an advisor who understands these regional details can help you avoid common pitfalls like underestimating your ongoing expenses.
- Local tax knowledge. Confirm how they incorporate Alabama's property tax rates into your retirement planning to keep your cash flow realistic.
- Experience with regional markets. Ask how they adjust investment strategies based on local economic conditions and opportunities.
- Retirement income sequencing. Ensure they can help you plan withdrawals in a way that balances tax efficiency with your spending needs.
- Coordination with other professionals. Check if they work alongside your tax preparer or estate attorney to align your overall financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kenneth R
Series 65
Anniston, AL
AE Wealth Management, LLC
Kenneth Reeves, based in Anniston, AL, offers expertise in tax-loss harvesting and retirement plans for business owners, aligning well with local financial planning needs including property tax considerations. His affiliation with AE Wealth Management, a large SEC-registered firm, provides access to model portfolio solutions and discretionary asset management, with flexible flat-fee and negotiable AUM fee structures that may suit diverse client preferences.
Experience: 0 years
Avg account: $387,358
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Theodore T
Series 66
Anniston, AL
Cetera
Theodore Turgeon in Anniston, AL, offers expertise in wealth management and retirement plans for business owners, which suits clients approaching retirement in this region. His flat-fee and hourly consulting options through Cetera, a large firm, provide flexible pricing, while his 10 years of experience and background with major firms add depth compared to other local advisors.
Experience: 10 years
Avg account: $306,089
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Daniel B
Series 63
Anniston, AL
Raymond James Financial
Daniel Brock's 26 years of experience and Series 63 designation equip him to address retirement planning challenges specific to Anniston, including local tax considerations and cash flow management. Affiliated with Raymond James Financial, a large firm known for non-discretionary planning and detailed client profiling, he offers flat-fee and hourly services, catering to a diverse clientele including business owners and retirees.
Experience: 26 years
Avg account: $700,796
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Stephen L
Series 63, Series 65
Anniston, AL
LPL Financial
Stephen Lafollette's 33 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to address Anniston's unique financial planning needs, including local tax considerations. Operating within LPL Financial, a large firm offering flat-fee planning and extensive investment resources, he serves a diverse clientele, providing a seasoned approach that balances personalized service with broad institutional support.
Experience: 33 years
Avg account: $399,489
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Brittany C
Series 66
Anniston, AL
Truist Advisory Services
Brittany Cobb's expertise in retirement income strategy and active portfolio management suits clients in Anniston, AL, who need to navigate local tax factors and retirement cash flow. Working with Truist Advisory Services, a large SEC-registered firm, she offers both discretionary and non-discretionary investment solutions with a 2.25% AUM fee, providing access to firm-level model portfolios and third-party managers.
Experience: 9 years
Avg account: $560,278
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