Stifel Products & Services

At Stifel, we provide assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Certificates of Deposit (FDIC-Insured)
  • Option Strategies
  • Managed Futures
  • Annuities
  • Exchange Traded Funds
  • Unit Investment Trusts
  • Structured Products
  • Alternative Investments

Planning Services

  • Financial Planning Services
  • Retirement Planning
  • Issues Surrounding Estate Planning
  • Professional Money Management
  • Asset Management
  • Private Wealth Management
  • College Savings Plans
  • Business Planning
  • Long-Term Care Planning
  • Disability Planning
  • Employer Retirement Plan Consulting

Insurance

  • Life Insurance Needs Analysis
  • Term Life Coverages
  • Whole Life Insurance
  • Variable Life Insurance
  • Universal Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Small Business Services

  • Employer-Sponsored Retirement Plans
  • Buy–Sell Agreements
  • Cross Purchase Plans
  • Group Insurance Plans
  • Key Person Insurance
  • Profit Sharing Plans
  • Defined Benefit (Pension) Plans