Rick Lender & Association

C Squared Wealth Strategies, also known as C2 Wealth Strategies, is an independent financial services firm based in Mobile, AL, dedicated to helping clients create and sustain wealth through a comprehensive range of financial planning, risk management, investment management, and tax strategies. Established in 2009 by Wes and Gini, the firm emphasizes building long-term personal relationships and delivering tailored financial advice, ensuring clients feel like family every step of the way. With a commitment to integrity and impact, C2 Wealth Strategies adopts a collaborative, team-based approach to financial planning, catering to clients of varying needs and backgrounds without minimum requirements. Their goal-oriented philosophy centers on simplifying complex financial situations, while maintaining a focus on protecting client interests and growing their wealth for future success. Generated from the website

At Azalea Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Mobile, AL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Mitchell, McLeod, Pugh and Williams Inc. has been doing business since its establishment in 2006. It functions as one of the largest independent investment management organizations on the Gulf Coast. The company offers a complete line of services under categories, including equity management, investment process, as well as fixed income and mutual fund management. Mitchell, McLeod, Pugh and Williams Inc. caters to the needs of individuals, pension/profit sharing plans, 401-K plans, individual retirement account (IRA) rollovers, charitable foundations, and trusts and estates.