Investment Services Alexander City AL

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Alexander City. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Mr. Larry C. Ransburgh (RFC®), MBA
(334) 230-6347
3025 Brevard Ave
Montgomery, AL
Qualifications
Education: MBA - FinanceBS - Business EconomicsCertificate in Financial Planning - Kaplan UniversitySeries 6, 7, 66Life and Health Insurance
Years of Experience: 12
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Precious Metals, CD Banking, Life Insurance, Charitable Planning, Education Plan, Charitable Foundations, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 745-7454
3800 Colonnade Parkway Suite 300
Birmingham, AL
 
Morgan Stanley
(866) 253-7980
7530 Parker Road
Fairhope, AL
 
Morgan Stanley
(800) 877-0380
4205 Balmoral Drive Suite 100
Huntsville, AL
 
Morgan Stanley
210 E. Moulton Street
Decatur, AL
 
Jonathan D. Charest (RFC®), CSA, MSFS
(251) 649-2274
4000 Wulff Rd.
Semmes, AL
Company
Charest Company, LLP
Qualifications
Education: BS, MSFS
Years of Experience: 14
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Family Offices, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 877-9008
2660 Eastchase Lane Ste 121
Montgomery, AL
 
Morgan Stanley
(800) 854-6181
2100 3Rd Ave N Suite 800 Concord Center
Birmingham, AL
 
Morgan Stanley
(866) 587-2565
1657 Mcfarland Blvd N, Suite G2F
Tuscaloosa, AL
 
Morgan Stanley
(800) 786-7786
2862 Dauphin Street
Mobile, AL
 
Data Provided by:

Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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