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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