Next Phase Advisors - Cullman, Alabama

Next Phase Advisors, located at Address: 1120 2nd Ave SW, Cullman, AL 35055, is a well-established financial planning firm that has been serving its clients with professional and personalized financial services. With a Phone: 2568417727 and Website: nextphaseadvisor.com, this company has made it easy for potential clients to reach out and schedule appointments.

One of the key features that distinguish Next Phase Advisors from other financial planning firms is their commitment to providing Onsite services, Online appointments, and Wheelchair accessible facilities, including a wheelchair accessible entrance, parking lot, and restroom. This level of inclusivity and accessibility is commendable and ensures that all clients have equal access to their services.

Next Phase Advisors specializes in Financial planning, and their team of experienced professionals is dedicated to helping clients achieve their financial goals. Their other points of interest include Appointment required, Appointments recommended, and a Restroom for clients' convenience.

With 24 reviews on Google My Business, Next Phase Advisors has received an Average opinion: 5/5, which speaks volumes about the quality of their services. The overwhelmingly positive feedback from their clients is a testament to their expertise, professionalism, and dedication to providing personalized financial planning services.

Reviews of Next Phase Advisors

Gloria Johnson

5/5

Jeremiah is a great financial advisor. He took the time to study my investments and developed a plan for my retirement funds. He takes a great deal of time to explain what the plan is and how it will work for my best interest. Jeremiah is always available to answer any questions. He also has a great team working with him too.

Kelly Bowyer

5/5

Both advisors generously volunteered their time to answer questions about Social Security Income (SSI), even though we already had established financial advisors. I highly recommend starting your financial planning in early adulthood to ensure a comfortable retirement in your 20s to 30s. Aging and death are as natural as birth, so don't wait until your fifties to start thinking about these matters as if they’re a surprise.

Tommy McNeil

5/5

We have had a great experience with Jeremiah and Jessica. Our needs have been discussed in detail and we have a great plan for our future retirement.

James Mclaughlin

5/5

We have worked with Jeremiah for the past couple years. He has been able to help us develop a clear picture of a successful retirement.

Kathi Sohn

5/5

Next Phase Advisors is top notch in terms of friendliness, competence, service, and results. I highly recommend them anyone wanting to secure their financial future!

Ann Askea

5/5

We were treated like family. Jeremiah answered all of our questions and took time to show us several different ways we could handle our retirement. Then, he let us make what we felt was the best decision for us.
He gave helpful input in every decision we made.
I would definitely recommend Jeremiah and Next Phase Advisors.

Dwayne Garrett

5/5

The nicest people in the world, very easy to work with, you will feel like family. I would highly recommend Jeremiah and Next Phase Advisors.

Ty Tyson

5/5

Our advisor, Jeremiah is amazing. He took the time to listen and assess our financial situation and develop a plan that was understandable and realistic. Jeremiah took the time to explain the plan to both me and my wife; he explained the plan to my wife’s satisfaction until she was comfortable. Although I consider myself financially savvy, his assessment of my financial requirements were better than my own. Particularly, since I was planning to retire, he prepared alternative strategies depending on when I retired and if I went back to work. The financial advice we needed as retirees is different from the financial advice you need when you have an income; I am glad Jeremiah is versed in the complexities of retirement finance. I strongly recommend Jeremiah as a financial adviser!