Our company

is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. We are independent financial advisors: no proprietary products, no account minimums, and no pressure. Our focus is on creating the best financial plan for your situation, your goals, and your financial security. We have complete freedom to choose the right investments so that your needs always come first.

Sterne Agee has been in the investment business since 1901 and the headquarters is based in Birmingham AL. The Sterne Agee family of companies  includes a Trust Company, with a full array of estate planning and trust services; a Mortgage Company, providing home, construction and FHA rehab loans; Investment Banking, which gives access to new equity and fixed income IPOs, and an award-winning research department that is featured weekly on CNBC. 

Our professionals

have extensive experience and knowledge in the products they offer as well as the expertise on how to use those products to provide maximum benefit and protection to the clients we serve. It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice, and that they often refer family,friends, and co-workers to us.

We welcome you

to our Web Site. We tried to provide the viewer with a basic understanding of some subjects we specialize in. If you have a need for our service, you can call or complete one of the forms provided.