CONNECT

Address:

1 New Hampshire Avenue, Suite 112

Portsmouth, NH 03801

Phone:

(603) 433-1774,Toll-Free (866) 698-8972

Fax/Other:

(603) 433-1718

Services

Annuities | Variable, Immediate, Fixed Indexed, and Fixed

Asset Allocation

Cash Management | Check Writing | Debit Card
            Electronic Money Transfer (eMoney)
            Bill Payment Services  | Stifel Mobile
            Stifel Access (Online account access)

College and Higher Education Planning  | 529 Plans
            Education Savings Accounts

Common Stocks

Consulting Services (Fee-Based Programs)

Corporate Executive Services
            Cashless Stock Option Exercise
            Control and Restricted Stock Transactions
            Rule 10b5-1 Plans

Financial Planning

Fixed Income Investments | Certificates of Deposit
            Collateralized Mortgage Obligations (CMOs)
            Corporate Bonds | Government and Agency Securities
            Municipal Bonds

 

Insurance  | Business Owner Needs
            Disability Insurance (Individual and Group)
            Life Insurance (Individual and Business Policies)
            Long-Term Care Insurance

Investment Banking

IRAs | Traditional, Roth, and Rollovers

Managed Money

Money Market Funds

Mutual Funds

Options

Preferred Stocks

Public Finance

Research

Retirement Planning

Retirement Plans | 401(k) Plans | 403(b) Plans
            Profit Sharing Plans | Money Purchase Plans

            SEP IRAs | SIMPLE IRAs | Defined Benefit Plans 

Syndicate Offerings

Tax Planning

Unit Investment Trusts

Stifel Trust | Trust Management and Administration
            Stifel Trust Company, N.A.
            Stifel Trust Company Delaware, N.A 

 

 

 

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.  Stifel Trust Companies do not provide legal or tax advice.

Neither Stifel nor its associates provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck