Trowbridge Wealth Management

Baird Financial Management, located in Mountain Brook, Alabama, offers a range of investment and insurance products tailored to meet the needs of its clients. The firm emphasizes a commitment to personalized financial planning and investment strategies, guided by experienced professionals. With a focus on client education and informed decision-making, Baird Financial Management provides resources such as market commentary and financial calculators. The firm operates under the Wells Fargo Advisors Financial Network, ensuring a robust support system for its investment services. Generated from the website

The Benjamin Group, based in Vestavia, AL, is a highly experienced financial planning firm with over 40 years of expertise in helping individuals invest for retirement. Their dedicated team of professionals aims to simplify the complex financial process by providing clear and customized strategies to target clients' goals, such as ensuring a sustainable lifestyle during retirement, sufficient income for travel and recreational pursuits, and financial support for unforeseen life events. Offering services in retirement planning, estate planning, business planning, accumulation, taxation, and risk management, The Benjamin Group is committed to addressing clients' concerns, answering their questions, and putting them at ease. As registered members of Commonwealth Financial Network, they adhere to strict regulations and offer a range of investment and advisory services to residents of the states in which they are properly licensed or registered.Generated from the website