Our Services

Products and Services Available Through Stifel

Annuities

• Variable

• Fixed

• Immediate

Asset Allocation

Cash Management

• Check Writing

• Debit MasterCard®

• Bill Payment Services

• Stifel Access (Online account access)

Common Stocks

Consulting Services (Fee-Based Programs)

Corporate Executive Services

• Cashless Stock Option Exercise

• 144 Restricted Stock Transations

Equity Line of Credit

Financial and Wealth Planning

Fixed Income Investments

• Certificates of Deposit (CDs)

• Collateralized Mortgage Obligations (CMOs)

• Corporate Bonds

• Government and Agency Securities

• Municipal Bonds

Insurance

• Long-Term Care

• Life (Individual and Business)

• Disability (Individual and Group)

IRAs

• Traditional

• Roth

• Rollovers

Managed Money (Fee-Based Programs)

Mutual Funds

Options

Preferred Stocks

Research

Retirement Plans

• 401(k) Plans

• Profit Sharing Plans

• Money Purchase Plans

• SEP IRAs

• SIMPLE IRAs

• Defined Benefit Plans

Syndicate Offerings

Trust and Estate Planning Strategies

Unit Investment Trusts