Stifel
4.0 -
3 reviews.
Rate your experience!
InvestingHours:
8:30AM - 5PM321 E 2nd St, Rochester MI 48307 Hours
Most Recent Reviews
October 2023
i was told by the Senior Vice President/Investments, Branch Manager to please transfer my funds out.
November 2022
Very well organized. Great financial advisor, beautiful and clean building.
May 2022
Very goid and professional. My CFP takes the time to get to know you, what your financial goals are, how you are progressing towards goals, and go as recommendations to achieve these.
More Comments(3)
About Stifel
Stifel is a diversified global wealth management and investment banking firm established in 1890. Throughout our long and storied history, Stifel has delivered a thoughtful approach to investing built on trust, understanding, and solid, studied advice. Together, we empower you to tailor your portfolio to pursue your financial goals and transfer your wealth to your heirs in the most tax-efficient way possible. Life is unpredictable – but together, we can help you make common sense investment decisions that align with your goals. Call or stop by our Stifel office today!
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