Patricia Burris - Mel Financial

Meld Financial Inc. is an independent wealth management firm based in Birmingham, AL, specializing in financial planning, investment management, and employee benefits for individuals, families, trusts, foundations, and institutions. The firm is dedicated to providing objective and customer-driven services that align with clients' financial goals. Offering resources such as Meld University, a collection of educational articles and seminars, Meld Financial aims to empower clients with knowledge on various financial topics. The firm prides itself on its personalized approach, ensuring recommendations are made as if they were for the advisors themselves under similar circumstances. Generated from the website

Grand View Financial Group, located in Birmingham, AL, is dedicated to providing seamless and worry-free financial planning tailored to each client's unique needs. Their team emphasizes strong communication and collaboration, ensuring that clients are informed and supported throughout the financial planning process. With a focus on understanding the personal stories and motivations of their clients, Grand View Financial Group is emotionally invested in their clients' success. They believe that by getting to know their clients on a deeper level, they can create effective strategies that address both the logistical and emotional aspects of financial planning. Generated from the website