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Find Retirement Advisors for Retirement Planning in Daphne, Alabama

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 1 Retirement Planning firms in Daphne, Alabama (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SOUTHERN CAPITAL SERVICES INC
29000 Us Hwy 98, The Summit, Suite 203-B
Daphne, AL, 36526
$151,865,82672510
A Percentage of AUM

Information on Top Retirement Planning firms in Daphne, Alabama

QualificationsFirm CRD# 105582

Assets Under Management $151,865,826

No. Of Clients725

Clients Per Financial Advisor73

SOUTHERN CAPITAL SERVICES INC is a financial advisory firm situated in Daphne, Alabama. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 725 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
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