General Info

Stifel | WK Group’s services include: financial management, investments, retirement planning, risk management, estate planning, wealth planning, college planning, money management, insurance & liability planning, corporate executive services, business succession planning, cash management, retirement plans for business, investment banking and trust services. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies. Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890.