Stifel | WG Investment Group

(270) 418-2118
1131 Fairview Avenue, Suite 202, Bowling Green, Kentucky, 42103

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 team specializes in developing comprehensive, personalized strategies across all areas of securities, investments, and wealth management. We also help small- to medium-sized business owners as it relates to planning and structure. We are here at every step, whether you are planning for your family, a new home, education costs, insurance, retirement, or your estate.

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Tags Financial Planning & Investments, Asset Allocation, Tax Planning, Business Succession Planning, Buy/Sell Agreements
Products Retirement planning (IRA'S/Pensions/401k's/403b's), Life & Long Term Care Insurance, Educational planning (529's/UGMA/UTMA), Disability Income Insurance, Estate Planning, Charitable Giving

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