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Jimmie Watkins III is our managing member.  He earned his bachelors degree in accounting from Auburn University and an MBA from Troy University Montgomery.  He's worked in government as an income tax auditor, in corporate tax with an insurance holding company and a broadcast television holding company, in public accounting, and in financial services.  His accounting and financial services background uniquely qualify him to see and assess your financial picture from a bird's eye view and provide you with thorough and complete advice.

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Our Story

About Us

Client Financial was founded in 2015 in Montgomery, AL and since that time has grown to serve a variety of small to medium sized business across many different industries and individuals and families throughout the United States.

Our firm is responsive and we strive to provide timely, accurate, and complete financial information and advice to our clients that is useful to how they make decisions and manage their businesses.  Consistency in how we provide service has led to client referrals which has sparked our growth since our inception.

Because we are a smaller firm, we maintain close and open relationships with each of our clients.  Our commitment is to provide cutting edge services centered around compliance and planning, and quality of service is at the center of that commitment.  We welcome you to contact us at anytime.

Contact

We are available to answer your questions.  Don't hesitate to contact us.

445 Dexter Ave

Suite 4050

Montgomery, AL 36104

334-523-0304

© 2023 by Client Financial, LLC.

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