Clark Planning & Investment Advisory - Birmingham, Alabama

Address: 1900 Providence Park # 200, Birmingham, AL 35242, United States.
Phone: 2059811120.
Website: clarkplanning.com.
Specialties: Investment service, Financial planner.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible parking lot.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.

Location of Clark Planning & Investment Advisory

Clark Planning & Investment Advisory is a company that specializes in investment services and financial planning. They are located at Address: 1900 Providence Park # 200, Birmingham, AL 35242, United States. You can reach them by phone at Phone: 2059811120. Their website can be found at Website: clarkplanning.com.

One of the key features of Clark Planning & Investment Advisory is their wheelchair-accessible entrance and parking lot, making it easy for people with mobility impairments to visit their office. They have received 3 reviews on Google My Business with an average opinion of 3.7/5.

Clark Planning & Investment Advisory offers a range of services to help individuals and businesses with their financial planning and investment needs. Their team of experienced financial advisors can help clients create a customized plan to meet their financial goals, whether it's saving for retirement, investing for growth, or managing risk. They offer a variety of investment options, including stocks, bonds, mutual funds, and ETFs.

The company's website is a great resource for those looking to learn more about financial planning and investment. It includes a range of educational materials, such as articles, videos, and infographics, that can help clients make informed decisions about their finances. The website also includes tools and calculators that can help clients estimate their retirement savings, calculate their risk tolerance, and more.

If you're looking for a financial advisor or investment services, Clark Planning & Investment Advisory is a great option to consider. Their team of experts, wheelchair-accessible office, and range of services make them a well-rounded choice for those seeking financial guidance.

Recommendation: We highly recommend visiting their website clarkplanning.com to learn more about their services, team, and to schedule a consultation. Their team of experts is ready to help you achieve your financial goals.

Reviews of Clark Planning & Investment Advisory

Clark Planning & Investment Advisory - Birmingham, Alabama
Tony Smith
5/5

Gary is great. Very patient and educated. He was willing to take the time to help me understand what I'm trying to do.

Dude has been at this for over 20 years with one firm. He's seen the dot-bomb and the 08 crisis. And he's still at it.

This is the guy I want making decisions about my money.

Clark Planning & Investment Advisory - Birmingham, Alabama
Anna Cannon
1/5

Zero stars! Hope you never need to leave this company because they refuse to cooperate even when there are only pennies left in the account.

Clark Planning & Investment Advisory - Birmingham, Alabama
David Whitehurst
5/5

Gary does a great job.

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