Initial Contact, Questionnaire Meeting, Deliver Financial Plan, Follow-up call, Client Agreement; Begin implementation, Assets Invested, Periodic Portfolio Reviews, Identify Financial Planning Issues or Nescessary Changes, Create Recommendations



Navigating the Financial Universe, Together

As your dedicated team, we will work closely with you in navigating the world of investing.  From assessing your investment profile to developing strategies to pursue your goals, we will walk with you every step of the way.  We want to form a strong, equal-sided relationship.  In doing so, we offer periodic review, portfolio performance reporting, and rebalancing, as appropriate, to ensure you are continually on track toward your goals.

At Stifel, we have access to the following products and services:

  • Common Stocks 
  • Bonds
  • Options
  • Public Offerings
  • Exchange Traded Funds and Notes
  • Mutual Funds 
  • Long-Term Care Insurance
  • Disability Insurance (Individual and Group)
  • Life Insurance (Individual and Business Policies) 
  • Annuities (Variable, Immediate, Fixed Indexed, and Fixed) 
  • Financial Planning
  • Investment Advisory Programs
  • Trust Services
  • Cash Management Accounts

In addition, Stifel offers the following ancillary services:

  • Stifel Prestige Accounts
  • Unlimited Check Writing
  • Debit Card
  • Online Access
  • Stifel Advantage Accounts
  • Awards Program
  • Concierge Service
  • Electronic Bill Payment
  • Credit Card
  • Increased Point-of-Sale and ATM Limits
  • Access to Stifel Pledged Asset Line of Credit Program