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August 2023 by Jeff K
Courtney and her team made me feel comfortable right away. She was knowledgeable and explained things so I understood how my assets would be invested. She designed a portfolio which met our short and long term goals. But what I really appreciate is that they are responsive to me anytime I call and everyone helps out getting answers or processing paperwork.
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August 2023 by Shannon Crans
Courtney and her team at Stifel are very knowledgeable, friendly and ready to assist in your investment needs. Thank you very much being so helpful and kind to your clients!
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August 2023 by Jacque DAmato
Courtney organized my investments and clearly explained how her services would enhance my portfolio.
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July 2023 by Justine Lehman
I wanted a financial advisor who listened to me... really listened. Who showed an interest in where I was coming from and where I wanted to end up. I wanted someone who knew that taking care of me would serve us both. I wanted someone who valued me as a client no matter the size of my investments. I found all of this and more with Courtney McElvain, at Stifel in Redding, CA. I feel comfortable asking her any question, no matter how rudimentary it may be. I don't worry about being judged. And of course, most importantly, Courtney is a financial expert with an excellent track record, who was recommended by many people. I have joined their ranks and highly recommend her as well.
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March 2022 by Teal Haggar
I partnered with Courtney at Stifel several years ago to manage a portfolio of investments and help me understand the big picture of our family finances. Her communication regarding our progress and portfolio performance has been nothing short of stellar, I feel so supported and trust that she has our best interests at heart.She is thorough and has taken the time to get to know my husband and I, ask about our financial goals, understand the lifestyle we want and guide us with expert recommendations that have changed our lives for the better. We know we're positioned in the best possible way for our future and are so thankful for Courtney and her team at Stifel.
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February 2021 by Roberta Busher
So happy my husband and I found Courtney and Stifel! We were looking to find a new firm to handle our retirement and trust accounts. Courtney was highly recommended by friends, and business friends. She gained our trust, and her professionalism and knowledge gives us piece of mind.
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February 2021 by Erin Hull
Courtney and the team and Stifel are extremely knowledgeable and offer outstanding service to their clients. An excellent choice for anyone looking to reach their financial objectives!
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February 2021 by Kristi K. Davis O.D.
As a business owner I was overwhelmed at the thought of planning for our retirement and procrastinated for years. Courtney made the process easy and stress free. She explained everything and answered all my questions. Not only did she handle our retirement planning, she also set up college savings accounts for our children. I'm relieved to have a financial planner I can trust and count on.
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November 2019 by Chris Cable
We have been using Stifel Investment Services for about 2 years for our companies Simple IRA plan for my employees. We continue to use her services as she tends to everyone's individual needs and her knowledge in her industry. She makes us all confident in our investments and we would happily refer her to anyone.
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November 2019 by Kacee Gibbs
Ann Marie is awesome! She offered some great financial knowledge and advice to get me started saving for retirement. You can tell she genuinely cares about her clients. Thanks Ann Marie!
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November 2018 by Tex Ash
Dan Gruber and Cody Washburn are a true asset to the Stifel stable of investment counselors.
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November 2017 by Phil Biron
Outstanding group of folks, Courtney and Ann Marie have continually gone beyond what is required to advance our portfolio. Knowledge and directional support is awesome along with dealing with one the country's finest investment firms.
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November 2017 by Chris Lamm
Ann Marie is extremely professional and I trust her with my best clients
