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Home > Financial Planner Directory > Alabama > Birmingham > Sheri E. Robinson, CFP®, CPA, AEP®

Sheri E. Robinson, CFP®, CPA, AEP®

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BBVA Wealth Solutions, Inc.

15 20th St S

8th Flr

Birmingham, AL 35233

Phone: (205) 297-6294

Fax: (205) 297-7825

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Charitable & Planned Giving
Asset Allocation
Cross-border Planning
Estate Planning
Investment Management
Getting Divorced
Insurance
Retirement
Succession Planning
Long-term Care
Medical & Health Issues
Nontraditional Households
Special Needs
Personal Taxes
Women's Finances

How Planner Charges

N/A

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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