OUR SERVICES
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
Wealth
Planning |
Estate Planning |
Retirement Planning |
College and Higher Education Planning |
Professional Money Management |
Insurance & Liability Planning |
Asset Allocation Analysis |
Estate Plan Analysis |
Retirement Income Planning |
529 Plans | Fee-Based Advisory Programs |
Business Owner Needs |
Comprehensive Financial Planning |
Charitable Giving | Traditional & Roth IRAs |
Education Savings Accounts |
Access to Professional Money Managers |
Disability Insurance |
Understanding Social Security |
Beneficiary Review |
IRA Rollovers & Distributions |
UGMA/UTMA Accounts |
Quarterly Performance Reports |
Life Insurance |
Tax Planning | Gifting & Estate Tax Planning |
Retirement Funding Analysis |
College Funding Analysis |
Long-Term Care Insurance |
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Corporate Executive Services |
Business Succession Planning |
Cash Management | Retirement Plans for Business |
Investment Banking |
Banking, Lending, & Trust Services |
Cashless Stock Options Exercise |
Life Insurance Needs |
Check Writing | Choosing an Appropriate Plan |
Public Offerings & Capital Raising |
Securities-Based Lending |
Control & Restricted Stock Transactions |
Buy-Sell Agreements |
Visa® Debit Card | Reviewing an Existing Plan |
Financial Advisory | Visa® Credit Cards |
Rule 10b5-1 Plans | Estate Planning Considerations |
Bill Payment Services |
Choosing a Plan Provider |
Mergers & Acquisitions |
Trust Management & Administration |
Key Person Insurance |
Stifel Access (online account access) |
Selecting a Third-Party Administrator |
Municipal Finance |
Stifel does not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust. Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A.
Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks). The financial advisors of Stifel, Nicolaus & Company, Incorporated do not offer mortgage loans, provide mortgage loan information, or accept residential mortgage loan applications.
Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Companies do not provide legal or tax advice.