D.A. Davidson

Stifel is a leading wealth management firm dedicated to employee advisor satisfaction, as recognized by J.D. Power in 2024. The firm offers a comprehensive suite of services, including investment products, wealth planning, and alternative investments, all designed to support financial advisors in growing their businesses. With a focus on advisor-driven technology and a commitment to personalized service, Stifel provides the resources and support necessary for advisors to thrive. The firm prides itself on fostering an entrepreneurial spirit, enabling advisors to leverage a robust research platform and banking services to better serve their clients. Generated from the website

As the original community bank in the Northwest, founded over 150 years ago, we are a group of financial planners and advisors dedicated to helping create family legacies grown locally. Our Wealth Management services include: Financial Planning | Investments| Trusts & Estate Planning Our Business Advising & Lending services include: Equipment Lending | Business Acquisition Loans | Operating Lines of Credit | Commercial Real Estate Loans | Cash Management Services | Financial Planning for Businesses | Autobooks for Businesses Our personal banking services include: Checking and Saving Accounts | Mobile and Online Banking | Personal and Auto Loans | Home Loans

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy