Financial Planners Gadsden AL

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Gadsden, AL that can help answer your questions about Financial Planners.

Velda Eugenias
Eugenias Advisory Group, LLC
(256) 546-3243
508 South Fifth Street
Gadsden, AL
Expertises
Women's Financial Planning Issues, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Jeffrey Cedarholm
Longview Financial Advisors, Inc.
(256) 547-7237
110 Bay Street
Gadsden, AL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, ChFc, CLU

Mr. Larry K. West, CFP®
(256) 534-1196
110 Bay St
Gadsden, AL
Firm
Longview Financial Advisors Inc

Data Provided By:
Mr. T. Lamar Smith, CFP®
(256) 547-8104
414 S 4th St
Gadsden, AL
Areas of Specialization
Asset Allocation, General Financial Planning, Tax Preparation
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mrs. Elizabeth Duren Barnett, CFP®
(256) 549-5119
224 Broad St
Gadsden, AL
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Small Business Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Jessica Hovis
Longview Financial Advisors, Inc.
(256) 547-7237
110 Bay Street
Gadsden, AL
Expertises
Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, College/Education Planning, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CLU

Larry West
Longview Financial Advisors, Inc.
(256) 547-7237
110 Bay Street
Gadsden, AL
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Tax Planning, Alternative or Private Investments, Real Estate Investments, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, EA, MBA

Mr. Christopher Alan Reynolds, CFP®
(256) 543-4205
401 Broad Street
Gadsden, AL
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Comprehensive Financial Planning, Retirement Planning, Securities
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Wesley J. Patterson, CFP®
(256) 546-4680
350 Locust St Ste 300
Gadsden, AL
Firm
Northwestern Mutual

Data Provided By:
Jonathan Neal
5425 Peachtree Parkway
Norcross, GA
Company
Company: CCG
Service
Annuities,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Retirement Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina