VerifiedFinancial Services· Founded 1982

Planning Alternatives

Planning Alternatives is an independent wealth management firm that has served clients since 1983. Our clients value objectivity, personalized service and our unwavering commitment to serving their best interests. Contact us today to discover how we can help you make smart decisions with your wealth.

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Birmingham, United States33(11 to 50)$1M to <$10M1982planningalt.com LinkedIn

Verified contacts

28

available on Kipplo

LinkedIn employees

33

11 to 50 range

Open roles

—

no listings

Distinct roles

15

indexed titles

Tech stack

1

tools in use

Monthly traffic

169

organic / mo

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28 contacts with verified email or phone · masked until revealed.

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Showing 9 of 28 verified contacts

Top roles at Planning Alternatives

15 distinct titles indexed · top 10 shown.

6client service administrator
5associate advisor
3wealth advisor
2investment analyst trader
1associate wealth advisor
1certified financial planner
1chief operations officer
1co-founder, wealth advisor
1controller
1director of investments
+5more titles

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