Stifel - Santa Rosa
(707) 541-3521
3554 Round Barn Blvd, Suite 200, Santa Rosa, California, 95403
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
We take a different approach to wealth management. One that involves understanding your financial goals, motivation and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.
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| Tags | Mutual Funds, Estate Planning, Retirement Planning, Education Planning, Financial Planning |
| Products | Asset Management, Annuities, Insurance |
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