1319 Sunset Drive, Suite 201, Johnson City, Tennessee, 37604
Main:
(423) 794-3187
Fax:
(423) 854-0065
Call Today
Finance & Insurance > Financial Planning & Investments
Our wealth management team offers a full range of services, from recommending individual investments to developing a comprehensive retirement plan. We take a conservative approach to investing, allocating your investments, and designing a personalized portfolio that suits your goals. We typically recommend growth and income portfolios and divide your investments between equities and fixed income securities in an effort to mitigate risk, while seeking to generate growth for the long term. As the markets inevitably fluctuate, we will remain vigilant and, with your consent, adjust your allocation when appropriate. We will also address your insurance, tax planning, estate planning issues, and retirement planning needs.
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
Facebook: https://www.facebook.com/pages/Stifel-Nicolaus-Co-Inc/179208009446415
Tags: Certified Financial Planner, Business Succession Planning, Cash Management, Individual and Business Retirement Plans, Trust Services
Products: Wealth Planning, Estate Planning, Retirement Planning, College Planning, Insurance Planning
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