Stifel Nicolaus

Stifel Nicolaus

 Welcome to the Baltimore Stifel Nicolaus Office!

 

We help design investment plans, tailored to your unique situation, and help clients manage their money, allowing them more time to focus on their personal and professional life. We work hard to earn and maintain our clients’ trust and confidence. Our clients are individuals, families, corporations, small business owners, and non-profit organizations. Our relationships often span several generations. Our goal is to design and deliver investment strategies that help you meet your needs, ranging from management and asset protection services to wealth transfer strategies. We will work with you through the various investment stages of your financial life including helping with:

 

The accumulation and potential growth of your assets
The protection and preservation of your investments
The creation of income to help in pursuing your goals 
Distribution of your wealth during your lifetime and after your death 
Working with your attorney and/or your CPA when appropriate

 

 

 

 
Thank you for visiting our web site.  We hope this brief overview will be informative and help you take the next step by calling to arrange for a personal consultation with one of our Financial Advisors

 

 

 
 
Stifel, Nicolaus & Company, Incorporated
One South Street, 30th Floor
Baltimore, Maryland  21202
(410) 659-2300 or (800) 223-7922