68 Best Alabama Retirement Companies and Startups

December 16, 2022
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This article showcases our top picks for the best Alabama based Retirement companies. These startups and companies are taking a variety of approaches to innovating the Retirement industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

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Top Alabama Retirement Startups

Data sourced from Crunchbase and SemRush.

WA Asset Management

WA Asset Management

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WA Asset Management offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.

Sandifer Wealth Management

Sandifer Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Sandifer Wealth Management renders financial planning, tax efficiency, investment management and retirement planning services.

Sandifer Wealth Management

Sunburst

Crunchbase Website Twitter Facebook Linkedin

Sunburst deals with financial planning, investment management, and retirement planning services.

Sandifer Wealth Management

Crowne Health Care

Crunchbase Website Twitter Facebook Linkedin

Crowne Health Care is an elite nursing home that offers rehabilitative services, long term care and specialized care.

Sandifer Wealth Management

Leavell Investment Management

Crunchbase Website Twitter Facebook Linkedin

Leavell Investment Management is a financial consulting firm that provides services to individuals, families and businesses.

Sandifer Wealth Management

Oak Tree Financial Services

Crunchbase Website Twitter Facebook Linkedin

Oak Tree Financial Services provides investment strategies and a range of financial planning services that help to manage assets.

Sandifer Wealth Management

Bern, Butler, Capilouto, & Massey

Crunchbase Website Twitter Facebook Linkedin

Bern, Butler, Capilouto, & Massey provides tax preparation, accounting, payroll, retirement plan analysis, and business management services.

Sandifer Wealth Management

BCR Wealth

Crunchbase Website Twitter Facebook Linkedin

BCR Wealth offers financial planning, retirement, estate, education planning, wealth management, investment and risk management services.

Sandifer Wealth Management

Extendicare Health and Rehabilitation Center

Crunchbase Website Twitter Facebook Linkedin

Extendicare Health and Rehabilitation Center offers senior rehabilitation, assisted living and long-term care services.

Sandifer Wealth Management

Lakeshore Benefit Alliance

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Lakeshore Benefit Alliance specializes in insurance, secondary insurance, voluntary benefits, health benefits, and ancillary benefits.

Sandifer Wealth Management

Meld Financial

Crunchbase Website Twitter Facebook Linkedin

Meld Financial is a wealth management firm that offers financial planning, investment management, and employee benefits.

Sandifer Wealth Management

CK Business Solutions

Crunchbase Website Twitter Facebook Linkedin

CK Business Solutions expertise in accounting, audit, bookkeeping, taxation, financial statements, retirement planning & advisory services.

Sandifer Wealth Management

Bridgeworth Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Bridgeworth Wealth Management specializes in financial planning, investment management, retirement planning and risk management services.

Sandifer Wealth Management

GrandView Financial Group

Crunchbase Website Twitter Facebook Linkedin

GrandView Financial Group is a financial firm that provides personal finance, estate planning, and insurance planning.

Sandifer Wealth Management

RCM Capital Management

Crunchbase Website Twitter Facebook Linkedin

RCM Capital Management provides retirement, investment, tax, estate, insurance, employee benefits planning and risk management services.

Sandifer Wealth Management

PMG

Crunchbase Website Twitter Facebook Linkedin

PMG is a wealth management company that provides retirement, insurance, estate, tax, and financial planning services.

Sandifer Wealth Management

Robynwood Assisted Living

Crunchbase Website Twitter Facebook Linkedin

Robynwood Assisted Living is a type of living arrangement in which personal care services, meals, housekeeping, transportation, assistance.

Sandifer Wealth Management

Whitten & Associates

Crunchbase Website Twitter Facebook Linkedin

Whitten & Associates specializes in evaluating employee benefits plan and implementing your plan.

Sandifer Wealth Management

Dyken Wealth Strategy

Crunchbase Website Twitter Facebook Linkedin

Dyken Wealth Strategy is an investment advisory firm that offers wealth management and advisory services for healthcare professionals.

Sandifer Wealth Management

Cole Financial Planning and Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Cole Financial Planning and Wealth Management offers cash flow analysis, debt management, retirement planning, insurance & risk management.

Sandifer Wealth Management

Redstone Village

Crunchbase Website Twitter Facebook Linkedin

Redstone Village is a wellness and community center that caters to retirement planning, rehabilitation, and assisted living services.

Sandifer Wealth Management

Alliance Wealth Management Group

Crunchbase Website Twitter Facebook Linkedin

Alliance Wealth Management Group offers retirement income strategies, wealth management, life insurance, estate planning, and tax planning.

Sandifer Wealth Management

Money Management Services

Crunchbase Website Twitter Facebook Linkedin

Money Management Services is a financial consulting firm that offers wealth management, financial, and retirement planning services.

Sandifer Wealth Management

Robert Hall & Associates

Crunchbase Website Twitter Facebook Linkedin

Robert Hall & Associates provides accounting, bookkeeping, payroll, retirement analysis, taxation, audits, and business consulting services.

Sandifer Wealth Management

Truewealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Truewealth Advisors is a wealth management firm that offers retirement income, estate and asset protection planning services.

Sandifer Wealth Management

White & McClung

Crunchbase Website Twitter Facebook Linkedin

White & McCling provides accounting, audit, bookkeeping, QuickBooks, payroll, retirement planning, IRS, financial & tax management services.

Sandifer Wealth Management

BHK Securities

Crunchbase Website Twitter Facebook Linkedin

BHK Securities specializes in investment strategies and solutions, endowments, retirement plans and risk management services.

Sandifer Wealth Management

American Income Tax

Crunchbase Website Twitter Facebook Linkedin

American Income Tax provides accounting, audit, bookkeeping, business consulting, payroll, retirement planning and tax preparation services.

Sandifer Wealth Management

PMD Advisory

Crunchbase Website Twitter Facebook Linkedin

PMD Advisory is a fee-based advisory firm that provides an array of advisory services in retirement plans and wealth management.

Sandifer Wealth Management

Kennedy Advisory

Crunchbase Website Twitter Facebook Linkedin

Kennedy Advisory provides financial and investment services.

Sandifer Wealth Management

Foster Financial Services

Crunchbase Website Twitter Facebook Linkedin

Foster Financial Services renders investment, retirement planning, insurance, charitable planning, money and cash management services.

Sandifer Wealth Management

Alabama Retired State Employee Association Inc

Crunchbase Website Twitter Facebook Linkedin

Alabama Retired State Employees’ Association focuses on improving the retirement resources of the state, county, and municipal retirees.

Sandifer Wealth Management

Capital Investment Advisors

Crunchbase Website Twitter Facebook Linkedin

Capital Investment Advisors renders financial consulting services in the field of insurance, retirement income, and investment management.

Sandifer Wealth Management

Sanderson, Perry & Associates

Crunchbase Website Twitter Facebook Linkedin

Sanderson, Perry & Associates offers computer consulting, retirement planning, audits, accounting, employee benefits, and taxation services.

Sandifer Wealth Management

Sandras Tax Service

Crunchbase Website Twitter Facebook Linkedin

Sandras Tax Service provides retirement planning, payroll, bookkeeping, financial analysis, accounting software & tax preparation services.

Sandifer Wealth Management

Legacy Advisory Group

Crunchbase Website Twitter Facebook Linkedin

Legacy Advisory Group helps with long-term asset growth, wealth protection, planning for retirement income, and charitable planned giving.

Sandifer Wealth Management

Lawrence, Hitt & Pugh

Crunchbase Website Twitter Facebook Linkedin

Lawrence Hitt & Pugh is an accounting firm that offers bookkeeping, taxation, assurance, consulting, estate planning, and payroll services.

Sandifer Wealth Management

C.E. Gaye & Sons Securities

Crunchbase Website Twitter Facebook Linkedin

C.E. Gaye & Sons Securities is a financial firm that renders employee benefit, equity, investment, and retirement planning services.

Sandifer Wealth Management

Williamson Financial Services

Crunchbase Website Twitter Facebook Linkedin

Williamson Financial Services is a provider of financial services.

Sandifer Wealth Management

Marca Life Planning

Crunchbase Website Twitter Facebook Linkedin

Marca Life Planning provides clients with retirement planning and education around financial well-being.

Sandifer Wealth Management

Brad Williams Financial Services

Crunchbase Website Twitter Facebook Linkedin

Brad Williams Financial Services provides tax, retirement, and estate planning services.

Sandifer Wealth Management

Heritage CPA Group

Crunchbase Website Twitter Facebook Linkedin

Heritage CPA Group is an accounting firm that offers business consulting, retirement planning, financial analysis, and payroll services.

Sandifer Wealth Management

Benefit Professionals

Crunchbase Website Twitter Facebook Linkedin

Benefit Professionals is a provider of retirement plans and benefit management services.

Sandifer Wealth Management

Wiregrass Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Wiregrass Wealth Management offers investment management and financial planning services.

Sandifer Wealth Management

Sievers & Company

Crunchbase Website Twitter Facebook Linkedin

Sievers & Company offers an array of accounting, payroll, QuickBooks, tax management, financial and retirement planning services.

Sandifer Wealth Management

Till Hester Eyer & Brown

Crunchbase Website Twitter Facebook Linkedin

Till Hester Eyer & Brown is an accounting firm that renders taxation, retirement planning, consulting and management advisory services.

Sandifer Wealth Management

Aull & Monroe

Crunchbase Website Twitter Facebook Linkedin

Aull & Monroe specializes in investment management including financial analysis, asset allocation and retirement planning services.

Sandifer Wealth Management

Riverside Senior Living

Crunchbase Website Twitter Facebook Linkedin

Riverside Senior Living is a retirement community that provides apartments with various amenities for senior citizens.

Sandifer Wealth Management

Ferguson, Sizemore & Associates

Crunchbase Website Twitter Facebook Linkedin

Ferguson, Sizemore & Associates offers taxation, payroll, accounting, auditing, bookkeeping, retirement planning and advisory services.

Sandifer Wealth Management

Lipscomb Investment Group

Crunchbase Website Twitter Facebook Linkedin

Lipscomb Investment Group provides financial planning, investment management, retirement planning, insurance and wealth management services.

Sandifer Wealth Management

Crimson Village

Crunchbase Website Twitter Facebook Linkedin

Crimson Village provides assisted living, retirement, senior living, healthcare, and financial services.

Sandifer Wealth Management

The Sparks CPA Firm

Crunchbase Website Twitter Facebook Linkedin

The Sparks CPA Firm renders accounting, bookkeeping, payroll, employee benefits, retirement planning, advisory, and taxation services.

Sandifer Wealth Management

Mills Tax Service & Bookkeeping

Crunchbase Website Twitter Facebook Linkedin

Mills Tax Service & Bookkeeping provides elder care, retirement planning, accounting, taxation, Quickbooks and business valuation services.

Sandifer Wealth Management

Roger A Barlow

Crunchbase Website Twitter Facebook Linkedin

Roger A Barlow provides accounting, assurance, advisory, bookkeeping, IRS audit, tax management, financial statements and planning services.

Sandifer Wealth Management

Pension Advisory Services

Crunchbase Website Twitter Facebook Linkedin

Pension Advisory Services provides financial guidance and advice.

Sandifer Wealth Management

Infinity Tax & Financial Planning

Crunchbase Website Twitter Facebook Linkedin

Infinity Tax & Financial Planning provides financial and investment services.

Sandifer Wealth Management

Quillin Tax and Insurance

Crunchbase Website Twitter Facebook Linkedin

Quillin Tax and Insurance specialize in taxation, bookkeeping, retirement planning, payroll, annuity, and business advisory services.

Sandifer Wealth Management

Watkins Johnsey Professional Group

Crunchbase Website Twitter Facebook Linkedin

Watkins Johnsey Professional Group is an accounting firm that offers taxation, bookkeeping, audit, payroll, and financial planning services.

Sandifer Wealth Management

Approach Retirement Advisors

Crunchbase Website Twitter Facebook Linkedin

Approach Retirement Advisors offers retirement and estate planning, investment and distribution management, and other financial services.

Sandifer Wealth Management

Benefits For America

Crunchbase Website Twitter Facebook Linkedin

Benefits For America is a financial company that offers health, life and retirement plans for groups and individuals.

Sandifer Wealth Management

Acord Financial Services

Crunchbase Website Twitter Facebook Linkedin

Acord Financial Services is committed to educating, planning, and caring for their clients.

Sandifer Wealth Management

Carver DeWitt and Palm

Crunchbase Website Twitter Facebook Linkedin

Carver DeWitt and Palm expertise in accounting, assurance, advisory, bookkeeping, retirement planning, IRS and tax management services.

Sandifer Wealth Management

Aderholt & Horton

Crunchbase Website Twitter Facebook Linkedin

Aderholt & Horton offers accounting, bookkeeping, payroll, retirement planning, quickbooks, taxation, audits & business valuation services.

Sandifer Wealth Management

Walton Financial

Crunchbase Website Twitter Facebook Linkedin

Walton Financial is a financial service company.

Sandifer Wealth Management

Jackson, Howard & Whatley

Crunchbase Website Twitter Facebook Linkedin

Jackson, Howard & Whatley expertise in tax management, consulting, financial services, accounting, audits and retirement planning services.

Sandifer Wealth Management

Azalea Administration

Crunchbase Website Twitter Facebook Linkedin

Azalea Administration provides retirement plan services.

Sandifer Wealth Management

Huner & Cyr

Crunchbase Website Twitter Facebook Linkedin

Huner & Cyr provides accounting, cash flow, taxation, bookkeeping, audit, retirement plans, employee benefit plans & consulting services.

Sandifer Wealth Management

Blake, White & Farnell

Crunchbase Website Twitter Facebook Linkedin

Blake, White & Farnell offers accounting, retirement planning, bookkeeping, payroll, employee benefits, taxation and advisory services.

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