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The Welch Group, LLCFinancial advisor in Birmingham, AL

The Welch Group, LLC is a financial advisor at 3940 Montclair Rd Fifth Floor, Birmingham, AL 35213, ranked #48 of 102 financial advisors in Birmingham and rated 4.2 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Birmingham, ALUpdated 0 paid placements in any rankingHow we rank

Call (205) 879-5001Website ↗

Key facts

Key facts about The Welch Group, LLC
Address3940 Montclair Rd Fifth Floor, Birmingham, AL 35213Get directions
Phone(205) 879-5001
Websitewelchgroup.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.2 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Birmingham and 11 towns within 25 miles: Mountain Brook, Irondale, Homewood, Vestavia Hills, Hoover, Forestdale, Fairfield, Center Point, Gardendale, Trussville and Pleasant Grove.

Based in Birmingham, ALView on map

Opening hours

Opening hours for The Welch Group, LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about The Welch Group, LLC

How is The Welch Group, LLC ranked in Birmingham?

The Welch Group, LLC is ranked #48 of 102 financial advisors in Birmingham by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are The Welch Group, LLC’s hours?

The Welch Group, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does The Welch Group, LLC serve?

Serves Birmingham and 11 towns within 25 miles: Mountain Brook, Irondale, Homewood, Vestavia Hills, Hoover, Forestdale, Fairfield, Center Point, Gardendale, Trussville and Pleasant Grove. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about The Welch Group, LLC?

The Welch Group, LLC has a rating of 4.2 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact The Welch Group, LLC?

Call The Welch Group, LLC on (205) 879-5001. The business is at 3940 Montclair Rd Fifth Floor, Birmingham, AL 35213. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

The Welch Group, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
The Welch Group, LLC (this business)—694.2 (6)NoNo
Infinite Potential Financial#46695.0 (5)——2.1 mi
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