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Stewart H. Welch, III, CFP®, AEP

The Welch Group, LLC

3940 Montclair Rd
5th Flr
Birmingham, AL 35213-2422
Phone: (205) 879-5001
Fax: (205) 879-7979

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

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Irregular Income
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

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