PREPARATION in MANAGEMENT may provide PRESERVATION in RETIREMENT

Abraham, May, Merryfield Wealth Advisory Group


Welcome to Stifel.  As a team of dedicated financial professionals with over 100 years of combined experience, our goal is to help you and your family achieve your financial goals and objective whether growing and protecting your wealth or developing prudent financial strategies in any type of markets.  Our team in the course of our careers have serviced multi-generational families, executives, retirees, charities, endowments, trusts, corporations, and municipalities.  Our team provides services in the following areas: 

  • Investment Planning
  • Brokerage Accounts 
  • Invidividual Retirement Acccounts (IRA)
  • Roth IRA 
  • 401(k)
  • Financial Planning
  • College Funding
  • Long Term Care Planning
  • Life Insurance

Click here to view Stifel's Retirement Plans Quarterly periodic article that offers valuable insight.

In case you're not already aware, we offer our clients online access to your accounts. The link to this service is available through www.stifel.com. If interested, please contact us for further details and simple step-by-step instructions that will have you set up in minutes.

Stifel and KBW combining to rank 1st in the 2017 Thomson Reuters Analyst Awards, and in the process achieve our 11th consecutive top ten ranking. Please click on the link below for more information.

Thomson Reuters StarMine Press Release

Our business does not exist without the loyalty we receive from our client base. Your referrals are validation that we are meeting our expectations and providing you with the service that you deserve.

 

Stifel does not offer legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation. Rebalancing may have tax consequences, which you should discuss with your tax advisor. Diversification (or asset allocation) does not ensure a profit or protect against loss.