Stifel | The Founders Group
Why pick this one
Stifel | The Founders Group combines more than 165 years of financial services experience and develops personalized strategies for multigenerational wealth.
Best for
- Multigenerational wealth planning
- Clients seeking personalized financial strategies
- Retirement and wealth-planning guidance
- Clients interested in ongoing investment and financial education
Specialties
- wealth planning
- retirement planning
- multigenerational wealth strategies
- investment strategy guidance
What makes them different
- The team combines more than 165 years of financial services experience
- Some team members have worked together for more than 30 years
- Strategies address wealth across multiple generations
- The team develops highly personalized strategies based on each client's needs
- The website provides recurring investment, retirement, and wealth-planning insights
- Serves
- Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 1414 Raleigh Rd Ste 208, Chapel Hill, NC 27517
- Phone
- 9843642000
- Website
- http://www.thefoundersgroup-stifel.com/
- maria.storozheva@stifel.com
Services
- financial services
- wealth planning
- retirement planning
- personalized financial strategies
- wealth risk mitigation