Stephen M. Welch, Crpc® Crps® Qpfc® Fiwd Email & Phone Number

Atlanta, Ga, Us

New York, Ny, Us

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New York, Ny, Us

As Merrill Lynch Financial Advisors, The Foote, Welch & Associates Team guides clients in all aspects of wealth management, including, but not limited to: retirement and education planning, portfolio construction, wealth accumulation, liability management, and insurance needs. Realizing your ambitions requires a detailed and consistent approach in order to meet your financial and life goals. This is not something you should undertake alone. You need someone who understands what matters most to you today and in your future. Our approach is based on extensive research, best practices and experience however at its foundation is an unwavering commitment to service excellence and a genuine care for our clients. We are guided by this commitment as well as the strong inter-personal and professional relationships we build with our family of clients. We utilize a caring and consultative approach in serving Businesses, Corporate Executives, Entrepreneurs, Professional Athletes, and Entertainers in the Atlanta Metropolitan area and around the country. Foote, Welch & Associates of Merrill Lynch is also a well respected and experienced Retirement Plan Advisory Team. We employ a consultative approach in assisting plan sponsors with selecting, designing, implementing and actively managing retirement plan solutions including; 401(k), Profit Sharing, Defined Benefit and Cash Balance Plans. Our Team is committed to being a trusted advisor to both plan sponsors and their employees. Our non-biased, client centric, needs based evaluation of your retirement plan benefit provides the transparency, guidance and expertise you can rely on. By providing our clients the ability to choose from more than 50 of the top retirement plan providers, we work with you to set criteria, screen vendors, coordinate proposals, negotiate on your behalf and manage ongoing relationships to deliver a best in class solution for your company and its employees.

Independent finance broker working between lending institutions and my clients in an effort to assist them with the acquisition of financial solutions including: SBA, working capital, mortgage, bridge to permanent loans, asset refinancing, sale lease back, factoring, and other cash management business solutions.

New York, Us

Pre Chiropractic Med

College Prep, College Prep