Savant Wealth Management - Birmingham, Alabama

Savant Wealth Management

Savant Wealth Management is a reputable financial planner located in Birmingham, Alabama. They offer a range of services to help individuals and families achieve their financial goals. Their expertise and personalized approach have earned them a high reputation in the area.

Address: 101 25th St N # 100, Birmingham, AL 35203, United States.

Phone: 2052088700.

Website: savantwealth.com.

They specialize in financial planning and offer a range of services including investment management, retirement planning, tax strategies, estate planning, and more. Their team of experts is dedicated to helping their clients achieve financial success.

Some of the features that make Savant Wealth Management stand out include on-site services, wheelchair-accessible parking, wheelchair-accessible entrance, wheelchair-accessible restrooms, and appointment availability. Appointments are recommended for a more personalized experience.

They have received positive feedback from their clients, with a 4.6/5 average rating on Google My Business. Many clients have praised their personalized approach and dedication to their clients' needs. Some testimonials include:

'My financial planner is very good Jenny knows me and anticipated my needs. Her management skills are excellent.'
'David LeCompte does a great job listening to my goals and needs and customizing according to that.'
'Always accessible if I have any questions. I have and will continue to recommend David to my friends and family'

👍 Reviews of Savant Wealth Management

Merrilyn C.

5/5

My financial planner is very good! Jenny knows me and anticipated my needs. Her management skills are excellent.

Leigh R.

1/5

The new Chief Financial officer lacks the customer service skills needed in this industry. If your account is small you are dropped. Even though the representatives are friendly the firm is not worth using. Not the same corporation as before.

charles P.

5/5

David LeCompte does a great job listening to my goals and needs and customizing according to that.
Always accessible if I have any questions. I have and will continue to recommend David to my friends and family!

Elizabeth D.

5/5

My husband I recently started using Bridgeworth for our financial planning needs. We were long time customers of a firm that specializes in military families. Over the last 7 years we had seen a decline in the level of service we received and a lack of a comprehensive plan. Our experience with Bridgeworth and specifically Jonathon Hornsby at their Huntsville office has been outstanding. He has gone out of his way to understand our financial situation as well as future goals. The software available to gain perspecitve is amazing. If you are looking for a high level of expertise and personalized experience they are the firm for you. I cannot recommend them enough!

John P.

5/5

Have nothing but praise for Bridgeworth and how they have helped us.

Alison W.

5/5

Keith D.

5/5

Davis D.

5/5