Birmingham, AL Financial Planner

As a Marriage and Family Therapist, I often refer clients as they transition to divorce to go and see Donna. She is a wonderful resource in our community for families th ... more

The team at OneAscent takes a personal approach in helping their clients set and attain their financial goals. They are always available to answer questions and concerns ... more

Lisa and Kenn are like family. They treat you like family and they make decisions based on what is best for you and your family. I highly recommend Lisa to be anyones fin ... more

Mr. Noon is an outstanding financial advisor. He always has his clients wellbeing in mind when advising them.

If you are looking for a group to help with your financial planning and truly learn what preparing for a nice retirement looks like, this group is what you have been sear ... more

Joe Thomas did a great job of helping with Health Benefits for my company. He worked with my HR manager to identify our needs and present a workable benefits package. We ... more

It is wonderful to work with a financial advisor who is responsive, professional, and extremely knowledgeable. Jerry Windle and his team go above and beyond to provide t ... more

Barron's top 1,200 Financial Advisor 2016

Jeff and his team are incredibly professional and knowledgeable. I feel confident with his investment and insurance recommendations. Feeling confident is everything to us ... more

He shows great attention to details, is organized and personable!

Very helpful. Good experience.

deals w money n stuff

They are the best!

Very personalized financial management assistance. Met one on one with my adviser who made all choices & avenues clear, answered all of my questions and not pushy at all ... more

I did not talk to a person I left a message but apparently it got through this was doing our winter storm and nothing was moving so for them to get the message and react ... more

Not a PNC at this location

To me he looks out for his clients, and will do everything he can do to help you when you retire live a comfortably life. If you need a place to make sure your money is ... more

Andrew is very knowledgeable and has been a great asset in helping me plan for my financial goals. He is always available to help me strategize and manage my funds so tha ... more

Sean and the team are great. He always takes the time to explain things in terms we can understand and keeps us on track to meet our goals.

Rachel Trowbridge is just awesome!! We had so many questions in the mortgage application and shes always patient and respond quickly. She did not only help us find the be ... more