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Home > Financial Planner Directory > Alabama > Birmingham > Stewart H. Welch, III, CFP®, AEP

Stewart H. Welch, III, CFP®, AEP

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The Welch Group, LLC

3940 Montclair Rd

5th Flr

Birmingham, AL 35213-2422

Phone: (205) 879-5001

Fax: (205) 879-7979

Saved in Saved Planners

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

Fee Only

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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