Stifel
InvestingHours:
1393 Veterans Memorial Hwy #214n, Hauppauge NY 11788 Hours
About Stifel
Stifel is a diversified global wealth management and investment banking firm established in 1890. Throughout our long and storied history, Stifel has delivered a thoughtful approach to investing built on trust, understanding, and solid, studied advice. Together, we empower you to tailor your portfolio to pursue your financial goals and transfer your wealth to your heirs in the most tax-efficient way possible. Life is unpredictable – but together, we can help you make common sense investment decisions that align with your goals. Call or stop by our Stifel office today!
Most Recent Reviews
October 2024
Extremely helpful. Been applying for Medicaid for a loved one. Donna Russo has gone above and beyond helping with records that have to go back 5 years. I could not navigate the intricate paperwork without her. She's an amazing person.
February 2019
Our entire family has done business with Stifel for years.The staff is always courteous, helpful and friendly. Our matters are handled efficiently and expeditiously. We are glad to have them as a great resource.
More Comments(3)
Other Information
Certifications: Certified Financial Planner
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