Our Services

A Full Spectrum of Investment Services

Stifel is a full- service wealth management and investment banking firm.  We offer a wide range of financial products and services to individuals and businesses.

Through Stifel, we offer a full range of financial services including:    

  • Brokerage Services
    • Stocks, bonds, CDs, options, IPOs, commodities, mutual funds, closed-end funds, structured investments, private placements, ETFs (Exchange Traded Funds)
  • Individual Retirement Accounts
    • Traditional IRAs
    • Roth IRAs
    • SEP IRAs
    • Simple IRAs
  • Business Sponsored Plans
    • 401(k)
    • Executive Compensation 
  • Financial Planning
  • Education Funding
  • Charitable Giving
  • Estate Conservation Strategies
  • Business Planning
  • Life Insurance
  • Long-Term Care Planning
  • Mortgage Lending