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Stephen P. Baker, CFP®

Merrill Lynch

601 N Section St
Fairhope, AL 36532
Phone: (251) 990-2363
Fax: (251) 243-7153

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • 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.