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We understand how much your savings and, more importantly, your loved ones mean to you.
For more than 130 years, Stifel has helped families grow and preserve their wealth across generations. The firm’s namesake, Herman Stifel, believed that true success came in “safeguarding the money of others as if it were your own.” We strive to do just that.
Our mission is to provide customized financial guidance based on your comfort with risk. We take a conservative approach to investing, looking out for your financial health in the long term. Our process is structured to carefully consider investment strategies that are most appropriate to your needs.
We offer a wide range of products and services, including access to nationally recognized equity research, retirement planning, and money management strategies. We are committed to periodically reviewing your portfolio with you and collaborating with you to update our strategies as your life changes. We will also work diligently to help ensure you have the appropriate professionals in place to serve your tax and legal needs.
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