Gallagher Insurance, Risk Management & Consulting

Ollis Wealth Management Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards.

Roy Price - Raymond James is a financial services company based in Mobile, AL, offering personalized financial planning and investment solutions to individuals, families, business owners, corporate executives, healthcare professionals, non-profits, and retirees. With a pragmatic approach to wealth management and a commitment to applying their expertise effectively, they provide a range of services including alternative investments, estate planning, retirement planning, risk management, and sustainable investing. Established in 1962, Raymond James has grown to become one of the largest and most well-respected independent financial services companies in the country, providing clients with access to a depth of ability and resources to match their needs. With a focus on delivering strategic solutions and personalized guidance, Roy Price - Raymond James aims to help clients achieve their financial goals and aspirations.Generated from the website

McNorton Ishee Jones, PC is a trusted tax and accounting firm in Mobile, AL, providing precise and timely services to businesses and individuals since 1984. Their experienced team of CPAs excels at listening to clients' concerns, offering personalized attention and solutions to help them achieve their financial goals. From tax planning and preparation to bookkeeping and payroll services, they are dedicated to delivering accurate and comprehensive financial support. With a focus on proactive strategies, McNorton Ishee Jones, PC helps clients minimize tax liabilities, maximize deductions, and navigate complex financial challenges. They are well-versed in various industries and offer services such as audits, reviews, compilations, trust estate taxes, and more. Committed to professional guidance and efficient problem-solving, their accountants provide exceptional services with a personable approach, ensuring clients' success in their respective fields.Generated from the website