Joe A. Stephens, CFP<sup>&reg;</sup> - Financial Advisor

Joe A. Stephens, CFP®

Certified Financial Planner

Edgewood Wealth

1900 28th Ave. S., Suite 110
Homewood, AL 35209
FINANCIAL ADVISOR'S WEBSITE
(205) 769-6030 CONNECT WITH Joe
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General

Joe Stephens is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Edgewood Wealth in Homewood, AL and the surrounding communities.

Financial Advisor Overview

We believe a simplified PROCESS, in coordination with your other trusted professionals, will allow you to take a proactive approach to setting and achieving your financial goals.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Princor Financial Services Corp.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources