Blalock Williams, LLC

Birmingham, Alabama

5.0 (5 reviews)
Call (205) 779-0795 Visit website →

About

Blalock Williams is a wealth management and investment advisory firm in Birmingham, Alabama, led by CFP® principals John Blalock IV and Lee Williams. The firm provides comprehensive financial planning services including investment management, retirement planning, and estate planning and wealth transfer guidance, grounded in a philosophy that treats stocks as business ownership rather than short-term trading instruments. The firm emphasizes personalized service and long-term client relationships, with a team that includes compliance and operations support.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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