Financial Services - Top 5 Companies Auburn AL

Financial Services - Top 5 Companies in Auburn, AL. Find phone numbers, addresses and information about Financial Services - Top 5 Companies in Auburn.

Mr. Brian T Walker, CFP®
(334) 521-3099
325 N Gay St
Auburn, AL
Firm
Branch Banking and Trust Company
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Data Provided by:
Mr. Andrew W. Lamar, CFP®
(334) 821-8940
822 N Dean Rd Ste 100
Auburn, AL
Firm
Raymond James

Data Provided by:
Mr. Matthew R. Clegg, CFP®
(334) 887-9901
175 E Magnolia Ave
Auburn, AL
Firm
Wilson Investment Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning

Data Provided by:
Mr. Nathan A Kastner, CFP®
(334) 749-5001
1800 Airport Road
Opelika, AL
Firm
Smith-Kastner Wealth Management, LLC
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. James D. Bolton, CFP®
(888) 599-9651
3120 Frederick Rd Ste G
Opelika, AL
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Intergenerational Planning, Investment Management, Long-Term Care

Data Provided by:
Mr. Gregory W. Doepke, CFP®
(804) 323-1886
1794 Covington Rdg Unit 304
Auburn, AL
Firm
ACG Advisory Services
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Mr. Richard H. Phelan, CFP®
(334) 887-9901
175 E Magnolia Ave
Auburn, AL
Firm
Wilson Investment Group

Data Provided by:
Mr. Jerry D. Mccreary, CFP®
(334) 821-1300
3120 Frederick Rd
Opelika, AL
Firm
MorganStanley SmithBarney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. James W. Fogal, CFP®
(334) 332-2033
2210 Gateway Dr Ste D
Opelika, AL
Firm
Fogal Financial Group
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided by:
Wells Fargo - Village Mall
(334) 887-4470
2001 E University Dr
Auburn, AL
Type
Branch
Office Hours
Mon-Fri 08:30 AM-05:00 PM
Sat 08:30 AM-11:30 AM
Sun Closed

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