Stifel Nicolaus

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217 E Caldwell Ave

Visalia, CA 93277

+1 (559) 622-1040

https://www.choosestifel.com

Stifel Nicolaus, a leading wealth management firm, is dedicated to supporting financial advisors with a seamless transition experience and a comprehensive suite of services tailored to meet the needs of both advisors and their clients. With a focus on advisor-driven technology and nationally recognized research, Stifel empowers its advisors to enhance client relationships and drive business growth.

Recognized for its commitment to employee advisor satisfaction, Stifel fosters a culture that values entrepreneurial spirit and personal service, providing resources that enable advisors to thrive in a competitive landscape. The firm’s diverse offerings include wealth planning, capital markets, and alternative investments, ensuring that advisors have the tools necessary to deliver exceptional service to their clients.

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Reviews

5.01 reviews

Marty Z.

5/15/2023

I have retirement accounts and regular accounts there since 2007 (16 yrs) and have had great customer service, quick responses. I would recommend Monica and Brett, good folks!

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