Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
The McGriff Alliance |
| Address: |
2201 Providence Park Suite 100 |
| City: |
Birmingham |
| State: |
AL |
| Zip Code: |
35242 |
| Telephone: |
(205) 991 - 4448 |
| Fax: |
(205) 991 - 4496 |
| Web Site: |
www.themcgriffalliance.com |
| |
| At The McGriff Alliance our stated mission is "Designing
Strategies for Financial Security."
We have enormous enthusiasm for helping people enhance and preserve their wealth.
First and foremost, we are dedicated to our clients' success. To provide practical
and effective solutions to their problems, we strive to understand their needs,
then formulate and implement a plan that works toward achieving their goals.
By conducting our business with uncompromising honesty and integrity, we have
earned the trust and respect of our clients and a host of other professionals
within the region and our community. Our experienced group of credentialed financial
advisors has over 70 years of experience in the financial services profession.
Designations held by our advisors and staff include: Certified Public Accountant
(CPA), Personal Financial Specialist (PFS), Chartered Financial Consultant (ChFC),
Certified Senior Advisor (CSA),Chartered Federal Benefit Consultant (ChFEBC)
Juris Doctorate (JD), Accredited Financial Counselor (AFC), and Master in Business
Administration (MBA). |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Joel C. McGriff ChFC, CSA, ChFEBC |
(205) 991 - 4448 |
joel@themcgriffalliance.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 6, 63, 7, 22 and 24
Insurance Licenses (Life, Health, Disability, etc): Life ,Disability,
Long Term Care
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): ChFC, CSA, ChFEBC
Education/Area of Study:
Associations and Affiliations:
Experience:
I have / The office has been providing financial and/or related advice to clients
for 25 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
X |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
--- |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
X |
Stock and bond brokerage |
--- |
Other: |
Specialty: Retirement Planning, Investment
Management, Estate Planning
I am (or my firm is) registered with the SEC as an investment adviser. Yes
If so, in what states? Alabama, Georgia, Florida
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with ProEquities Inc. A Registered
Broker Dealer |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
