Apex Financial Group LLC - Birmingham, Alabama

Address: 4000 Eagle Point Corporate Dr, Birmingham, AL 35242.
Phone: 2052352030.
Website: apexfg.com.
Specialties: Financial planner, Financial advisor.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

Location of Apex Financial Group LLC

2052352030

Apex Financial Group LLC is a well-known and highly regarded financial planning and advisory firm located at Address: 4000 Eagle Point Corporate Dr, Birmingham, AL 35242. They can be easily contacted by phone at Phone: 2052352030. Additionally, their website Website: apexfg.com. is a wealth of information and resources for those seeking financial guidance.

The firm specializes in providing comprehensive financial planning and investment management services, tailored to the unique needs and goals of each client. Their team of experienced financial planners and advisors, led by Managing Principal and Founder, Robert E. McCoy, CFP®, are dedicated to helping clients build, protect, and transfer their wealth.

Apex Financial Group LLC is committed to accessibility and inclusivity. Their location features a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients can comfortably and easily access their services.

According to opinions: This company has 3 reviews on Google My Business. the firm has received high praise from clients, with an average rating of 5/5. Clients have lauded the firm for their expertise, professionalism, and personalized approach to financial planning.

Reviews of Apex Financial Group LLC

Apex Financial Group LLC - Birmingham, Alabama

Deborah Smith

5/5

his knowledge and ease of explaining retirement strategies.
We have been very pleased with his plan and his “bedside manner”. Ken is incredibly personable. Making you feel like you were an old friend. And he is VERY available….always either answering calls or getting back to you in a prompt manner. I’ve never had such personalized service from a financial planner. I’m happy we made this choice.

Bea Holman

5/5

Working with Ken was a pleasure. He took the time to answer all
questions and he didn't make me feel stupid for asking them. I now have a game plan for the future.

Ronda Chambers

5/5

I attended one of Ken’s retirement workshops. We then set up a free consultation. We reviewed our Social Security plan, as well as our retirement plan. So glad we met Ken!