Consultant The Principal & Associates, Inc. 2100 Southbridge Pkwy, Birmingham, AL 35209

At The Principal & Associates, Inc., located at 2100 Southbridge Pkwy in Birmingham, AL, we specialize in providing expert financial consulting services to individuals and businesses. Our team offers a range of services including financial planning, bookkeeping, and tax preparation, ensuring that you have the guidance needed to achieve your financial goals. To learn more about our offerings or to schedule a consultation, please call us at (205) 542-9874 or visit our office directly.

Our Services

We provide a comprehensive suite of financial consulting services tailored to meet your needs:

  • Financial Planning: We help you develop a strategic plan to manage your finances effectively.
  • Bookkeeping: Our team ensures accurate record-keeping and financial reporting for your business.
  • Tax Preparation: We simplify the tax preparation process, helping you maximize deductions and comply with regulations.

How Engagements Work

When you engage with The Principal & Associates, Inc., you can expect a thorough consultation where we assess your financial situation, discuss your goals, and outline a tailored strategy. Be sure to bring relevant financial documents such as income statements, previous tax returns, and any other pertinent financial records to your consultation.

Helpful Resources

For directions to our office or to view our location on Google Maps, click here.

Frequently Asked Questions

What types of clients do you serve?
We serve individuals, small businesses, and larger enterprises, tailoring our services to meet diverse financial needs.

How do I prepare for my first consultation?
Please bring any relevant financial documents, such as income statements, tax returns, and a list of your financial goals.

Do you offer personalized financial advice?
Yes, we provide tailored financial advice based on your specific situation and goals.

What are your fees for financial consulting services?
Fees vary based on the services provided; we will discuss pricing during your initial consultation.

Can I schedule a remote consultation?
Yes, we offer remote consultations via phone or video call for your convenience.

How often should I meet with a financial advisor?
We recommend meeting at least annually, or more frequently if your financial situation changes.

What if I have a complex financial situation?
Our team is experienced in handling complex financial scenarios and will work with you to navigate them effectively.

Is there a minimum investment required for your services?
No, we tailor our services to all clients, regardless of their investment size.

Informational only — not legal, financial, or insurance advice.

 

Consultant The Principal & Associates, Inc.
2100 Southbridge Pkwy, Birmingham, AL 35209
(205) 542-9874

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