Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you pursue your investment goals.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services offered through Stifel:

 

 

  • Investment management
  • Financial planning
  • Retirement planning
  • Education planning
  • Estate conservation
  • Insurance and annuity products
  • Trust services

 

Also, our Stifel Prestige®Accounts give you the ability to do on-line banking and bill pay that includes checks, debit cards, an awards program, and even a concierge service.  We work with individuals and businesses to assist with company stock, 401(k) plans, and business succession plans.

 

 Stifel does not provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.