Trust is earned and should last a lifetime.
At Stifel, we understand that achieving financial success is a personal and unique journey for each individual. That's why our company is dedicated to providing comprehensive financial services and solutions that cater to the diverse needs of our clients. As a leading financial services firm, we are committed to helping our clients achieve their long-term goals and build a brighter financial future.
Our Firm
Our firm is built on a foundation of trust, integrity, and expertise. Our team of professionals is dedicated to providing exceptional service and guidance to help our clients make informed financial decisions. We take the time to understand our clients' unique circumstances, goals, and concerns, and develop personalized financial plans that cater to their specific needs.
Our Services
At Stifel, we offer a wide range of financial services and solutions designed to help our clients achieve their financial objectives. Our services include:
- Wealth Management: We help our clients create a personalized financial plan that addresses their unique goals, risk tolerance, and investment horizon.
- Investment Management: We offer a variety of investment options, including brokerage services and advisory services, to help our clients grow their wealth.
- Retirement Planning: We help our clients prepare for a comfortable retirement by developing a personalized plan that addresses their income needs and investment goals.
- Estate Planning: We provide guidance on estate planning, including wills, trusts, and other essential documents to ensure our clients' wishes are respected.
- Tax Planning: We help our clients minimize their tax liability and optimize their tax strategy.
Our Approach
At Stifel, we believe that a clear and comprehensive approach is essential to achieving financial success. Our process is designed to help our clients gain clarity and confidence in their financial decisions. Our six-step process includes:
1. Gathering relevant financial information
2. Determining our clients' goals
3. Examining their current financial status
4. Formulating a strategy or plan for achieving their goals
5. Creating a portfolio to address their investment goals
6. Periodically reviewing and adjusting their plan as needed
Our Philosophy
At Stifel, we believe that financial success is not just about accumulating wealth, but also about living a fulfilling and meaningful life. We take the time to listen to our clients, understand their aspirations, and develop personalized financial plans that align with their values and goals. We are committed to providing exceptional service, expert guidance, and innovative solutions that help our clients achieve their financial aspirations.
Poor Customer Service Experiences
The reviewer expresses extreme dissatisfaction with the investment company, advisor, and manager, citing 30 years of business experience as a basis for comparison. The primary issue is with Nate, who is described as rude, evasive, condescending, and unresponsive.
Unhelpful Assistance
The reviewer also mentions that the assistant is rarely available, failing to answer phone calls, which exacerbates the problem.
Uncooperative Management
When the reviewer contacted the corporate office to cash out their Roth IRA, they encountered more obstacles. The manager, John, defended the agent, dismissing the reviewer's concerns and implying that they were "wrong" in their assessment. This response only added to the reviewer's frustration.
Inconvenient Payment Process
The company refuses to use ACH deposits, instead forcing the reviewer to accept a check via USPS, causing further inconvenience.
Warning to Potential Customers
The reviewer strongly advises against doing business with this company, citing poor customer service, rude employees, and uncooperative management.
