Stifel | Phelps Serrano Group
Main:
(847) 886-8642
Fax: (847) 886-8643
Fax: (847) 886-8643
257 East Main Street, Suite 100, Barrington, Illinois, 60010
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
Our services cover all areas of financial management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
Call Today
| Tags | Financial Advisor, Fee-Based Planning, Investment Strategies, Insurance Planner, Estate Planning |
| Products | Wealth Management, Educational planning (529's/UGMA/UTMA), Retirement planning (IRA'S/Pensions/401k's/403b's), Asset allocation advisory products Estate planning, Life & Long Term Care Insurance |
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