Cahawba Financial Inc

Cahawba Financial Inc is a Financial Planner in Leeds, AL, located at 7816 Parkway Dr. The firm focuses on understanding client goals and developing personalized financial plans to reach them. The team takes time to explain their analysis and discuss recommendations, regularly assessing progress and making adjustments as personal and professional circumstances change. They also offer free notary services to clients, with appointments recommended due to the time-sensitive nature of these requests.

Brad, the firm’s financial planner, was born and raised in Leeds. He graduated from the University of Alabama and spent five years in the banking industry before returning to Leeds to join the financial services sector. Recognizing that many individuals and families had account values below the minimums required by large brokerage firms, Brad focused on providing face-to-face attention and advice to these clients. His small-town practice grew to over 600 accounts. Brad and his wife, Beth, reside in Leeds, and he is active in the community, having served as a volunteer coach, team sponsor, classroom sponsor, chamber of commerce president, and civic leader for over 20 years. He also assisted in the formation of the Leeds, AL independent school system.

Correna Fields provides insurance services to clients. She moved to Alabama from St. Petersburg, Florida, and began her career in 1998 as a temporary receptionist. She quickly advanced to customer service, then to personal lines insurance as an account underwriter, gaining claims experience before becoming a commercial insurance specialist. Correna is fully licensed in personal lines insurance and is prepared to quote home, auto, recreational vehicles, and commercial insurance needs. She is married with two children and enjoys camping, hunting, and spending summers at the lake. She is not associated with Securities America. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Cahawba Financial Inc combines Brad’s local financial planning expertise with Correna’s specialized insurance knowledge to serve the Leeds community. Their comprehensive approach ensures clients receive tailored advice for their financial futures and protection needs.

Cahawba Financial Inc sits on Parkway Drive, just steps from the City of Leeds Mayors Office and a short walk from Leeds Elementary School.

BizScoreAI gives the business a Technical score of 88 out of 100, which means the website is secure and easy for search engines to read. The Discoverability score is 75 out of 100, ensuring AI crawlers can find every page so the firm can be recommended by AI assistants.