-
August 2023
Courtney and her team at Stifel are very knowledgeable, friendly and ready to assist in your investment needs. Thank you very much being so helpful and kind to your clients!
-
August 2023
Courtney organized my investments and clearly explained how her services would enhance my portfolio.
-
February 2021
So happy my husband and I found Courtney and Stifel! We were looking to find a new firm to handle our retirement and trust accounts. Courtney was highly recommended by friends, and business friends. She gained our trust, and her professionalism and knowledge gives us piece of mind.