Edward Jones - Financial Advisor: Colleen A Baird, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Colleen A Baird is a Certified Financial Planner (CFP®) and financial advisor based in Birmingham, Alabama. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing strategies. As part of Edward Jones, Colleen emphasizes the importance of face-to-face conversations to understand her clients' unique financial goals. Her practice serves individuals and families looking to build long-term wealth and achieve financial security.

Reviews

Location

Business Information