We are a full-service financial firm committed to helping people pursue their financial goals. We offer tax management, income tax preparation, investment management, retirement strategies, estate conservation. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Stifel Nicolaus is a full-service brokerage and investment banking firm providing securities brokerage, trading, investment advisory, and more to individual investors, institutions, corporations, and municipalities located in Paso Robles, CA.
About:
Stifel Nicolaus is a full-service brokerage and investment banking firm established in 1890 and headquartered in St. Louis, Missouri. The company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, institutions, corporations, and municipalities.
Whether it’s securing a comfortable retirement for our clients, providing the benefits of a college education for their children or grandchildren, ensuring the continues success of their businesses, or helping them meet personal goals that require financial strength, our associates have the resources to meet any challenge. That is our charge – meeting the demands and rising to the expectations of our clients.
Testimonials:
“I met a couple of the stock brokers from this firm at our local Rotary Club. They are clients of ours and great people to work with. When the Morgan Stanley office closed, some of the investment advisors moved to Stifel. They are now in a beautifully remodeled Victorian house on Vine St. It’s worth stopping by to see them just for the tour of the home. While you’re there, you can ask for investing, retirement, estate and financial planning advice. Good people.” – Yelp User
