Review Stewardship Investment Planning In alabama, united-states
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Stewardship Investment Planning
2 Perimeter Park S, Ste 440 East
Jefferson,Others
Alabama,United-states - 35243
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Detailed description is StewardshipIP.com Stewardship Investment Planning is a financial planning and wealth management firm based in Birmingham, AL with an uncommon approach. We focus on guiding our clients through financial stewardship with real relationship and intentionality. With a holistic view of your desires for your future, and tools such as Biblically and Socially Responsible Investing, we will work alongside you to create a plan that aligns with your faith, your passions, and your values, while providing you the resources to give you hope for a fulfilled and abundant future.. . Our purpose is to assist and support you so you live in daily confidence and peace of mind, and can ultimately look back and see that you’ve achieved the successful life you envisioned.. . . WHAT IS FINANCIAL STEWARDSHIP?. According to Webster's dictionary, Stewardship is...the conducting, supervising, or managing of something; especially : the careful and responsible management of something entrusted to one's care. God has entrusted many resources to our care, including things like time, talents, relationships, and money. Financial stewardship starts at the heart, relying on God given wisdom to make sound financial decisions. . . . HOW ARE WE DIFFERENT?. - We go beyond just the numbers to truly get to know you and know your goals. - We create a plan with your purpose in mind - successful plans that reflect your values and beliefs through our specialized Biblically and Socially Responsible Investing approach . - All of this is designed to help you reach your goals and live the life you envision while successfully stewarding your finances. . . WHAT DO WE WANT FOR OUR CLIENTS? . . Confidence. We know that by connecting our hearts with yours, we will help you discover what you value and want most out of life so you can confidently move toward your goals. . . Peace. Our financial plans are about more than just a retirement number. Our purpose is turning your financial goals into a plan, giving you daily peace of mind that you have a destination and you know how to get there.. . Fulfillment. A plan is only as good as its execution. We will help you carry out your plan by breaking down your vision into small actionable steps and then supporting you along your path. . . WHO ARE WE?. Our partners have a combined 36 years of experience in the financial industry. We are a fee based advisory firm and act in a fiduciary capacity, meaning we act in your interest at all times. All Investment Advisor Representatives are required to do this by law, but we believe our faith also calls us to this higher standard.. . Scott Guthrie, Partner & Financial Advisor (https://www.linkedin.com/in/scottguthrie1/). Bobby Lake, Partner & Financial Advisor (https://www.linkedin.com/in/bobbylake/). . WE SPECIALIZE IN. - Investment Management . - Financial Planning. - Risk Management and Insurance. - Tax Planning. - Wealth Transfer Planning. - Stewardship Plan (Life Planning). - Business Planning and Employee Benefits. . Stewardship Investment Planning . Two Perimeter Park South . Suite 440 East . Birmingham, AL 35243 . (205)506-0101. . Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Stewardship Investment Planning Two Perimeter Park South Suite 440 East Birmingham, AL 35243 (205)506-0101 This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, PA, SC. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html. Headquarters - Birmingham, AL . Website - http://www.stewardshipinvestmentplanning.com . Industry - Financial Services. Founded - 2015.
Established in the recent years Stewardship Investment Planning in jefferson , alabama in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
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For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
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The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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