Top financial advisors in Florence, 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.
You might be considering financial advice in Florence, AL, if you're navigating complex financial decisions like retirement planning or managing investments. A common pitfall is working with an advisor who doesn't fully understand your local market or specific financial environment, which can lead to less effective strategies.
- Local market knowledge. Confirm how familiar they are with Florence's economic conditions and regional financial opportunities.
- Experience with diverse clients. Ask how they tailor advice for different life stages and financial goals common in this area.
- Fee structure clarity. Understand whether their fees are flat, hourly, or asset-based to see what fits your budget.
- Coordination with other professionals. Check if they collaborate with your tax preparer or attorney to align your financial plan comprehensively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam M
Series 66
Florence, AL
Edward Jones
Adam Mc Collum offers wealth management and tax-loss harvesting expertise in Florence, AL, supported by his Series 66 designation and experience with multi-generational wealth transfer. Working at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs with an asset-based fee up to 1.35%, suitable for clients seeking comprehensive services within a well-established network.
Experience: 3 years
Avg account: $246,728
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Linda S
Series 63, Series 66
Florence, AL
OSAIC
Linda Spry offers extensive expertise in annuities and financial planning with 27 years of experience in Florence, AL, supported by Series 63 and 66 credentials. Operating within OSAIC, a large firm known for its technology-driven investment process and diverse client base, she provides flat-fee options and personalized services that may suit clients seeking structured fees and access to broad investment products.
Experience: 27 years
Avg account: $398,336
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Micheal B
Series 66
Florence, AL
Commonwealth Financial Network
Micheal Byers offers expertise in retirement income strategy and wealth management, well-suited for clients in Florence, AL navigating complex financial decisions. Affiliated with Commonwealth Financial Network, a large firm providing discretionary model portfolios and personalized indexing, he offers flat-fee consulting and has 25 years of industry experience, distinguishing him from advisors with less comprehensive firm support or fee flexibility.
Experience: 25 years
Avg account: $568,323
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Samuel W
Series 63, Series 66
Florence, AL
Ameriprise
Samuel Wallace specializes in retirement income strategies and Social Security optimization, making him well-suited for clients approaching retirement in Florence, AL. Working with Ameriprise, a large firm, he offers a 0.15% asset-based fee and provides detailed written Recommendation Reports that integrate tax-efficient withdrawal strategies and coordinated retirement planning support.
Experience: 3 years
Avg account: $471,167
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Timothy A
Series 63, Series 65
Florence, AL
Truist Advisory Services
Timothy Akers specializes in retirement income strategies and retirement plans for business owners, making him well-suited for clients in Florence, AL, seeking retirement planning. His affiliation with Truist Advisory Services, a large firm managing $67.7 billion in assets, offers access to diverse investment solutions and a 2.25% asset-based fee, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 8 years
Avg account: $560,278
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