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Financial Planning in Montgomery

First Command Financial Advisor - Brooke Cullen

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1930 Berryhill Road, Montgomery, AL

334-277-7731

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First Command Financial Advisor - Brooke Cullen

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1930 Berryhill Road, Montgomery, AL

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Brooke Cullen joined First Command Financial Services as a Financial Advisor in February 2025. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. Brooke has a Bachelor’s degree in Elementary Education from Florida State... Read More about First Command Financial Advisor - Brooke Cullen

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Cindy S Cornette - Financial Advisor, Ameriprise Financial Services, LLC

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2835 Zelda Rd, Ste 7 & 8, Montgomery, AL

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Montgomery, AL area, Cindy S Cornette will take the time to understand you and your goals, as well as those... Read More about Cindy S Cornette - Financial Advisor, Ameriprise Financial Services, LLC

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Shannon, Shannon & Associates, Inc.

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4144 Carmichael Rd, Suite 14, Montgomery, AL

Money matters can be simple to understand

Shannon, Shannon & Associates, Inc. was birthed out of a need. The need is to help individuals out of financial crisis. Crisis can take on many forms. Traditional financial institutions sells products that help promote financial security, but they do not show how to achieve financial security. Our concept revolves around caring and coaching individuals through a financial setback and... Read More about Shannon, Shannon & Associates, Inc.

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Wilson Wealth Advisors - Ameriprise Financial Services, LLC

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2835 Zelda Rd, Ste 7 & 8, Montgomery, AL

More info available at FINRA's BrokerCheck website

At Wilson Wealth Advisors, 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 Montgomery, AL area to... Read More about Wilson Wealth Advisors - Ameriprise Financial Services, LLC

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Wealth Management Partners LLC Verified by Yext

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575 S Lawrence St, Montgomery, AL

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Welcome to Wealth Management Partners LLC, your trusted financial advisory firm located in the heart of Montgomery, AL. With over 15 years of experience, we specialize in offering expert management consulting services designed to optimize your financial health and future. Our dedicated team combines industry knowledge with personalized strategies to help you achieve and maintain your financial goals. Discover the... Read More about Wealth Management Partners LLC

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Kemper Life Verified by Yext

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1003 S Perry Street, Montgomery, AL

Kemper Life Insurance protects you where you are.

Kemper Life can help complete the circle of insurance protection around the people you love and the things you own.

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Mathis Financial Services

Mathis Financial Services

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4144 Carmichael Rd, Montgomery, AL

334-467-1108

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Mathis Financial Services

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4144 Carmichael Rd, Montgomery, AL

Bernard Mathis is a New York Life Agent located in Montgomery, AL. Depending on your needs, he can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

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Moore Wealth Management, Inc.

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7245 Halcyon Summit DR, Montgomery, AL

Moore Wealth Management, Inc was founded with the goal of assisting our clients in every aspect of their financial lives. We haÂ’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

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First Command District Advisor - Nathan Maynard, ChFC®|CLU®|RICP®|MBA|CMFA™|CFP®

First Command District Advisor - Nathan Maynard, ChFC®|CLU®|RICP®|MBA|CMFA™|CFP® Verified by Yext

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1930 Berryhill Road, Montgomery, AL

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Nathan Maynard joined First Command Financial Services as a Financial Advisor in April 2018. He previously worked for 4 years as a Client Care Representative at State Farm. A graduate of Belhaven University with a master's degree in Business Administration, Nathan holds Series 7, 66, and 24 securities licenses plus life and health insurance licenses in AL,CA,CO,FL,GA,IA,IL,IN,LA,MA,MD,NC,NJ,NV,OH,OR,SC,TN,TX,VA,WA, and WI. Understanding... Read More about First Command District Advisor - Nathan Maynard, ChFC®|CLU®|RICP®|MBA|CMFA™|CFP®

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First Command Financial Advisor - Aaron McKeen, CMFAâ„¢

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1930 Berryhill Road, Montgomery, AL

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Aaron McKeen joined First Command Financial Services as a Financial Advisor in December 2021, following a 26-year career in the United States Air Force, where he attained the rank of Senior Master Sergeant . Aaron understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives... Read More about First Command Financial Advisor - Aaron McKeen, CMFAâ„¢

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First Command Financial Advisor -  Nicholas Friday

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1930 Berryhill Road, Montgomery, AL

334-277-7731

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First Command Financial Advisor -  Nicholas Friday

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1930 Berryhill Road, Montgomery, AL

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Nicholas Friday

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First Command Financial Advisor - Andrew Fitch, RICP®|MBA|CMFA™

First Command Financial Advisor - Andrew Fitch, RICP®|MBA|CMFA™ Verified by Yext

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1930 Berryhill Road, Montgomery, AL

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Andrew Fitch joined First Command Financial Services as a Financial Advisor in December 2016, following a 4-year career in the United States Air Force, where he attained the rank of Senior Airman. Andrew understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.... Read More about First Command Financial Advisor - Andrew Fitch, RICP®|MBA|CMFA™

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First Command

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1930 Berryhill Road, Montgomery, AL

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First Command's Financial Advisors in Montgomery, AL are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

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First Command Financial Advisor - Keith Henderson, CMFAâ„¢

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1930 Berryhill Road, Montgomery, AL

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Keith Henderson, CMFAâ„¢

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First Command Financial Advisor - Sam Trimble

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1930 Berryhill Road, Montgomery, AL

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Sam Trimble joined First Command Financial Services as a Financial Advisor in July 2024, following a 4-year career in the United States United States Marine Corps, where he attained the rank of Captain. Sam understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared... Read More about First Command Financial Advisor - Sam Trimble

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First Command Financial Advisor - James Goble, CMFAâ„¢

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1930 Berryhill Road, Montgomery, AL

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James Goble joined First Command Financial Services as a Financial Advisor in February 2026. As a military spouse, he understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. A graduate of American Military University with a bachelor's degree in... Read More about First Command Financial Advisor - James Goble, CMFAâ„¢

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First Command Financial Advisor - Kenneth Laneaux, CMFAâ„¢

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1930 Berryhill Road, Montgomery, AL

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Kenneth Laneaux joined First Command Financial Services as a Financial Advisor in March 2026. He previously worked for 12 years as a Financial Advisor in the financial services industry. A graduate of Troy University with a bachelor's degree in Human Resource Management. Kenneth holds Series 6, 7, 63, 66 securities licenses plus life and health insurance licenses in Alabama. Understanding... Read More about First Command Financial Advisor - Kenneth Laneaux, CMFAâ„¢

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First Command Financial Advisor - Jay Meier, CMFAâ„¢

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1930 Berryhill Road, Montgomery, AL

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Jay Meier joined First Command Financial Services as a Financial Advisor in February 2026, following a 27-year career in the United States Air Force, where he attained the rank of Colonel. Jay understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Jay... Read More about First Command Financial Advisor - Jay Meier, CMFAâ„¢

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First Command Financial Advisor - Stephanie Ames, CMFAâ„¢

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1930 Berryhill Road, Montgomery, AL

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Stephanie Ames joined First Command Financial Services as a Financial Advisor in January 2026. She previously worked for 25 years as a Financial Advisor at Raymond James, First Command, BBT Investment Services, and Synovus Securities. A graduate of Trident University with a bachelor's degree in business administration, Stephanie holds Series 7, 6, 65, 63, 9, 10, and SIE securities licenses,... Read More about First Command Financial Advisor - Stephanie Ames, CMFAâ„¢

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First Command Financial Advisor - Caleb Soukhamneut

First Command Financial Advisor - Caleb Soukhamneut

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1930 Berryhill Road, Montgomery, AL

Caleb Soukhamneut joined First Command Financial Services as a Financial Advisor in January 2025. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of the University of Alabama at Birmingham with a Bachelor’s degree in Business Management, Caleb holds Series 6, 63, and 65 securities licenses... Read More about First Command Financial Advisor - Caleb Soukhamneut

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