Stifel | The Founders Group
Main:
(984) 364-2000
Fax: (984) 364-2001
Fax: (984) 364-2001
1414 Raleigh Road, Suite 201, Chapel Hill, North Carolina, 27517
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 investment philosophy is goals oriented. We help our clients determine their investment goals through a comprehensive wealth management planning process and create an appropriate investment allocation suited to those goals. Recognizing that each client is unique, we work closely with you to identify your needs and develop highly personalized strategies. Our benchmark is your goals, not beating an index. Our ultimate goal is to help our clients build and preserve wealth for not only themselves, but across multiple generations
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| Tags | Retirement Planning, Wealth Management, Estate Planning, Asset Management, Cash Flow Planning |
| Products | Insurance Planning, Tax Efficient strategies, Alternative Investments, 401(k) and 403(b) Rollovers, Charitable Giving |