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Home > Financial Planner Directory > Alabama > Birmingham > Jamie M. Holman, CFP®

Jamie M. Holman, CFP®

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UBS Financial

800 Shades Creek Pkwy

Suite 800

Birmingham, AL 35209

Phone: (205) 414-1574

Fax: (205) 414-1501

Toll-free: (800) 735-4848

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Banking
Charitable & Planned Giving
Annuities
Asset Allocation
Estate Planning
Investment Management
Limited Partnerships
Employee Benefits
Mutual Funds
Real Estate
Insurance
Retirement
Stocks & Bonds
Tangible Assets
Long-term Care
Succession Planning
Sudden Wealth
Men's Finances
Special Needs

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

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