The Welch Group
Financial Services, 3940 Montclair Rd, Birmingham, Alabama, 35213, United States, 11-50 Employees
Phone Number: +12*********
Who is THE WELCH GROUP
The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial futu...
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Headquarters: 3940 Montclair Rd, Birmingham, Alabama, 35213, United States
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Date Founded: 1984
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Employees: 11-50
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Revenue: $10 Million to $25 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 8742
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding The Welch Group
Answer: The Welch Group's headquarters are located at 3940 Montclair Rd, Birmingham, Alabama, 35213, United States
Answer: The Welch Group's phone number is +12*********
Answer: The Welch Group's official website is https://welchgroup.com
Answer: The Welch Group's revenue is $10 Million to $25 Million
Answer: The Welch Group's SIC: 8742
Answer: The Welch Group's NAICS: 523930
Answer: The Welch Group has 11-50 employees
Answer: The Welch Group is in Financial Services
Answer: The Welch Group contact info: Phone number: +12********* Website: https://welchgroup.com
Answer: The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients. As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.
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