Stifel | The West Group
(214) 706-9450
2850 North Harwood Street, 18th Floor, Dallas, Texas, 75201
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 | - |
| Sunday | - |
About us
Our goal is to help our clients pursue their financial goals. To do this effectively, we spend ample time getting to know you to find out how we can best serve your needs. Our focus on high-net-worth clients allows us to serve your needs through a full-service wealth management and investment banking firm, alongside our leadership, integrity, and commitment. Through a consultative approach and a keen eye toward risk management strategies, we seek to provide a solid foundation in which our relationship can grow. Our approach emphasizes liquid markets, proprietary risk models, and a diversified funding structure, all while taking into consideration your personal risk profile.
| Tags | Financial Planning & Investments, Wealth Management, Estate and Legacy Planning, Risk Management |
| Products | Retirement planning (IRA'S/Pensions/401k's/403b's), Disability Income Insurance, Life & Long Term Care Insurance |