Services
I Start With You
I believe the financial services industry plays a critical role in our nation's economy as well as the life of every investor. Whether you are planning for retirement or contemplating your family's legacy, I understand that your financial well-being depends on the guidance you receive. When you make the decision to allow me to help you manage your life's savings, I know you are placing a significant amount of trust in the guidance I provide, and you expect and deserve that I put your interests before all else.
The following products and services are offered through Stifel:
Annuities
Variable, Immediate, Indexed, and Fixed
Asset Allocation
Cash Management
Check Writing
Debit Card
Electronic Money Transfer
Electronic Money Transfer
Bill Payment Services
Wealth Tracker (Online account access)
College and Higher Education Planning
529 Plans
Education Savings Accounts
Common Stocks
Consulting Services
Corporate Executive Services
Cashless Stock Option Exercise
144 Restricted Stock Transactions
Rule 10b5-1 Plans
Rule 10b5-1 Plans
Corporate Finance
Equity Line of Credit
Estate Planning Strategies
Financial Planning
Fixed Income Investments
Certificates of Deposit
Collateralized Mortgage Obligations (CMOs)
Corporate Bonds
Government and Agency Securities
Municipal Bonds
Insurance
Business Owner Needs
Disability Insurance (Individual and Group
Life Insurance (Individual and Business Policies)
Long-Term Care Insurance
Investment Advisory Programs
Investment Banking
IRAs
Traditional, Roth, and Rollovers
Mutual Funds
Options
Preferred Stocks
Public Finance
Research
Retirement Planning
Retirement Plans
401(k) Plans
403(b) Plans
Profit Sharing Plans
Money Purchase Plans
SEP IRAs
SIMPLE IRAs
Defined Benefit Plans
Syndicate Offerings
Tax Planning
Unit Investment Trusts
Stifel does provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.