Our Products and Services

While developing a customized financial program, we will walk you through a step-by-step

process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies designed to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Annuities
    • Variable, Immediate, Fixed Indexed, and Fixed
  • Asset Allocation
  • Cash Management
    • Check Writing
    • Debit Card
    • Electronic Money Transfer (eMoney)
    • Stifel Mobile
    • Bill Payment Services
    • Stifel Access (Online account access)
  • College Planning
    • 529 College Savings Plans
    • Education Savings Accounts
  • Common Stocks
  • Consulting Services (Fee-Based Programs)
    • Stifel Managed Assets Program
    • Stifel Managed Funds Program
    • Stifel Core Portfolios Program
    • Stifel Investor Advisory Program
    • Stifel Consulting Program
    • Stifel Professional Alliance Program
  • Corporate Executive Services
    • Cashless Stock Option Exercise
    • Control and Restricted Stock Transactions
    • Corporate Finance
  • Equity Line of Credit
  • Estate Planning
  • Financial Planning
  • Fixed Income Investments
    • Certificates of Deposit
    • Collateralized Mortgage Obligations (CMOs)
    • Corporate Bonds
    • Government and Agency Securities
    • Municipal Bonds
  • Insurance
    • Disability Insurance (Individual and Group)
    • Life Insurance (Individual and Business Policies)
    • Long-Term Care Insurance
  • IRAs
    • Traditional, Roth, and Rollovers
  • Managed Money
  • Money Market Funds
  • Mutual Funds
  • Options
  • Preferred Stocks
  • Public Finance
  • Research
  • Retirement Planning
  • Retirement Plans
    • 401(k) Plans
    • Profit Sharing Plans
    • Money Purchase Plans
    • SEP IRAs
    • SIMPLE IRAs
    • Defined Benefit Plans
  • Syndicate Offerings
  • Tax Planning
  • Unit Investment Trusts