Gallaghers Restaurant in Waterloo Iliinois_Historical Brick Building

OUR SERVICES

Annuities | Variable, Immediate, Fixed Indexed, and Fixed

Asset Allocation

Cash Management | Check Writing | Debit Card
            Electronic Money Transfer (eMoney)
            Bill Payment Services  | Stifel Mobile
            Stifel Access (Online account access)

College Planning | 529 College Savings Plans
            Education Savings Accounts

Common Stocks

Consulting Services (Fee-Based Programs)

Corporate Executive Services
            Cashless Stock Option Exercise
            Control and Restricted Stock Transactions
            Rule 10b5-1 Plans

Estate Planning

Exchange Traded Funds and Notes

Financial Planning

Fixed Income Investments | Certificates of Deposit
            Collateralized Mortgage Obligations (CMOs)
            Corporate Bonds | Government and Agency Securities
            Municipal Bonds

 

Insurance  | Business Owner Needs
            Disability Insurance (Individual and Group)
            Life Insurance (Individual and Business Policies)
            Long-Term Care Insurance

Investment Banking

IRAs | Traditional, Roth, and Rollovers

Managed Money

Money Market Funds

Mutual Funds

Options

Preferred Stocks

Public Finance

Research

Retirement Planning

Retirement Plans | 401(k) Plans | 403(b) Plans
            Profit Sharing Plans | Money Purchase Plans | SEP

IRAs
            SIMPLE IRAs | Defined Benefit Plans

Syndicate Offerings

Tax Planning

Unit Investment Trusts

Stifel Trust | Trust Management and Administration
            Stifel Trust Company, N.A.
            Stifel Trust Company Delaware, N.A 

 
Trust services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. 
 
Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, and Stifel Bank & Trust, Member FDIC. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Bank & Trust or its affiliates, are not guaranteed by Stifel Bank & Trust or its affiliates, and are subject to investment risk, including possible loss of the principal.
 
Neither Stifel nor its associates provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.