Stifel
Stock And Bond Brokers
Why pick this one
Stifel offers wealth management and investment banking services with over 400 branches across the U.S. and has been in business for 135 years.
Best for
- individuals and families seeking personalized financial advice
- corporations looking for capital and strategic advice
Look elsewhere if
- clients seeking budget-priced investment options
- those who prefer non-traditional financial advisory services
Specialties
- wealth management
- investment banking
- financial advising
Certifications
- FINRA
- SIPC
- NYSE
What makes them different
- Stifel Wealth Tracker app for managing finances
- ranked #1 for employee advisor satisfaction by J.D. Power
- over 400 branches across the U.S.
- Years in business
- 135
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd Ste 700, Charlotte, NC 28210
- Phone
- 7045546039
- Website
- http://www.stifel.com/
Services
- investment advisory
- asset management
- banking & lending
- equity research
- fixed income capital markets