STIFEL PRODUCTS & SERVICES
At Stifel, we provide assistance in the following areas:
Investments
- Stocks
- Bonds
- Mutual Funds
- Certificates of Deposit (FDIC-Insured)
- Option Strategies
- Managed Futures
- Annuities
- Exchange Traded Funds
- Unit Investment Trusts
- Structured Products
- Alternative Investments
Planning Services
- Financial Planning Services
- Retirement Planning
- Issues Surrounding Estate Planning
- Professional Money Management
- Private Wealth Management
- College Savings Plans
- Business Planning
- Long-Term Care Planning
- Disability Planning
- Employer Retirement Plan Consulting
Insurance
- Life Insurance Needs Analysis
- Term Life Coverages
- Whole Life Insurance
- Variable Life Insurance
- Universal Life Insurance
- Long-Term Care Insurance
- Disability Insurance
Small Business Services
- Employer-Sponsored Retirement Plans
- Buy–Sell Agreements
- Cross Purchase Plans
- Group Insurance Plans
- Key Person Insurance
- Profit Sharing Plans
- Defined Benefit (Pension) Plans