Stifel
Stock And Bond Brokers
Why pick this one
Stifel combines wealth management through 400 U.S. branches with a full-service brokerage and investment banking platform established in 1890.
Best for
- Individuals seeking retirement planning and investment advisory services
- Clients wanting centralized tracking of investments, bank accounts, loans, and liabilities
- Institutional clients seeking investment banking, equity research, public finance, or fixed income capital markets
- Investors seeking access to Stifel research analysts and market commentary
Specialties
- retirement planning
- investment advisory
- asset management
- banking and lending
- investment banking
- equity research
- fixed income capital markets
- public finance
Certifications
- NYSE member
- FINRA member
- SIPC member
What makes them different
- Financial advisors serve clients through 400 branches across the United States
- Full-service brokerage and investment banking firm established in 1890
- Wealth Tracker aggregates investments, retirement accounts, bank accounts, loans, credit cards, and other financial information
- Wealth Tracker includes bank-level encryption, two-factor authentication, and secure aggregation
- Stifel research analysts provide market news, company research, and investment commentary
- Years in business
- 135
Distilled from this business's own website.
Contact & Location
- Address
- 2021 Valleygate Dr Ste 101, Fayetteville, NC 28304
- Phone
- 9104380715
- Website
- http://www.stifel.com/
- wght@400..900
Services
- wealth management
- brokerage
- financial planning
- investment research
- institutional services
- capital markets
- banking