WG Financial Group

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Huntsville – open by appointment only – is here for you, serving Birmingham, Huntsville and the surrounding area. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Established in 1984, First Financial Group offers wealth management services. Located in Huntsville, Ala., the firm offers services in investment planning, retirement planning, risk management, business planning and estate and family legacy planning. Through its estate and family legacy planning, it offers services such as valuation of property, estate tax estimates, establishments of trusts, changes in asset ownership and beneficiaries. It offers insurance products through Lincoln affiliates. First Financial Group is Certified Financial Planner (CFP) by Certified Financial Planner Board of Standards Inc.