Longview Financial Advisors, Inc.
Categories
Finance/Banks/Accounting
- 4245 Balmoral Drive Southwest Suite 306 Huntsville Alabama 35801
- (256) 534-1196
- 256-539-9529
- Send Email
- Visit us online
Hours:
Monday - Friday 8:00AM to 4:30PM
Closed for major U.S. holidays.
Driving Directions:
From Memorial Pkwy, head east on Bob Wallace Ave, take first right on Commerce Ct, enter lot from roundabout. L&N Drive between Bob Wallace Ave and Drake Ave near Parkway Place Mall.
About Us
Longview Financial Advisors, Inc. is a fee-only financial planning and wealth management firm dedicated to providing comprehensive financial planning services. We work with professionals, retirees, business owners, and philanthropic and charitably-minded clients with a goal to build relationships based on mutual trust and respect. Serving our clients as fee-only financial advisors, we proudly sign a fiduciary oath and exercise our best efforts to act in good faith and in the best interest of our clients.
With offices in Huntsville and Gadsden, Alabama
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Highlights
- Fee-Only Financial Planning & Wealth Management firm
- Planning areas include Retirement, Estate, Investment, Taxes, Risk & Insurance, Education, Charitable & Philanthropic
- Member of The National Association of Personal Financial Advisors (NAPFA)
- Certified Financial Planner Board of Standards Inc. CFP®, CERTIFIED FINANCIAL PLANNER™
Rep/Contact Info
Mr. Jeff Cedarholm
Portfolio Manager
Mr. Andrew Gipner CFP®, AEP®, MS
Financial Planner
- Phone: 256-534-1196
Ms. Jessica Hovis Smith, CFP®, CAP®, CLU®, CPWA®
President
Mr. Wes Johnson
Investment Team - Research
Mr. Jeff Jones CFP®,EA, MS
Director of Financial Planning
- Phone: 256-534-1196
