Vestavia, AL Financial Advisor Office

Vestavia

Find a financial advisor in our Vestavia office.

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Showing 20 advisor(s) and rep(s)

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Michael Andrzejewski

CFP®, ChFC®

I enjoy working with families and individuals who have a strong desire to plan for their future. That drives me to create a comprehensive plan and a long-term relationship with my clients. My team and I focus on tax efficient and wealth preservation strategies to help people build a strong financial foundation for their lives.Visit my website

Expertise: Wealth Management, Retirement Planning, Life Insurance Planning, Investment Strategies, Employee and Executive Benefits Planning, Retirement Income Planning, Disability Income Planning, Education Funding, Business Risk Management

Languages: English, Portuguese

Location: Vestavia AL, 35242

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Wen Burnette Visit my website

Languages: English

Location: Tuscaloosa AL, 35401

B.S., B.A., CLTC®

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Retirement Income Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Long Term Care Planning, Special Needs Planning, Life Insurance Planning

Languages: English

Location: Tuscaloosa AL, 35401

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Judd GolsanI have been a financial advisor with Northwestern Mutual for over 9 years. I enjoy meeting new people and encouraging them to save and grow money for their families while helping them plan for expected and unexpected risks. I am a graduate of Mountain Brook High School and the University of Alabama. My wife, Angela, and I, live in Mountain Brook with our son, Charley, and daughter, Zoey.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Birmingham AL, 35242

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Gavin GolsanI focus on your personal financial goals and put together action plans for you to achieve those goals. Whether you are recently retired needing guidance to navigate your finances, or you just started working, I am here to help you manage your finances properly & efficiently. I live in Mountain Brook with my wife Katt, daughter Golden, son Rowen, & dogs Mallie & Max. I look forward to helping you!Visit my website

Expertise: Financial Planning, Retirement Planning, Wealth Management, Investment Strategies, Life Insurance Planning

Languages: English

Location: Birmingham AL, 35242

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D. Trent Hallmark

B.S., CLTC®, RICP®

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.Visit my website

Expertise: Private Client Services, Trust Services, Financial Planning, Estate Planning, Retirement Planning, Retirement Income Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Education Funding, Investment Strategies, Business Continuation Planning, Business Valuation Planning, Business Succession Planning, Business Risk Management, Employee and Executive Benefits Planning, Qualified Plan Design Assistance

Languages: English

Location: Tuscaloosa AL, 35401

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Sam Hamilton Visit my website

Languages: English

Location: Vestavia AL, 35242

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Matthew JoinerI have been a life-long Alabamian. I was born in Mobile before moving to Hoover in 1997. I am a college graduate from UAB, and I am also a veteran of the United States Marine Corps. I have a passion for helping others and I hope the experiences I have as a father and husband will help in building my practice and helping my clients.Visit my website

Expertise: Retirement Planning, Investment Strategies, Financial Planning, Employee and Executive Benefits Planning, Life Insurance Planning

Languages: English

Location: Vestavia AL, 35242

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