Stifel | The Founders Group
-
1414 Raleigh Road
, Suite 201
Chapel Hill, NC 27517 - (984) 364-2000
- Website
Chamber Rating
About
Stifel | The Founders Group
Our investment philosophy is goals oriented. We help our clients determine their investment goals through a comprehensive wealth management planning process and create an appropriate investment allocation suited to those goals. Recognizing that each client is unique, we work closely with you to identify your needs and develop highly personalized strategies. Our benchmark is your goals, not beating an index. Our ultimate goal is to help our clients build and preserve wealth for not only themselves, but across multiple generations
Contact Info
- (984) 364-2000
- [email protected]
- Website
Products
- Insurance Planning
- Tax Efficient strategies
- Alternative Investments
- 401(k) and 403(b) Rollovers
- Charitable Giving
Questions & Answers
Q What is the phone number for Stifel | The Founders Group?
A The phone number for Stifel | The Founders Group is: (984) 364-2000.
Q Where is Stifel | The Founders Group located?
A Stifel | The Founders Group is located at 1414 Raleigh Road, Suite 201, Chapel Hill, NC 27517
Q What is the internet address for Stifel | The Founders Group?
A The website (URL) for Stifel | The Founders Group is: http://www.thefoundersgroup-stifel.com/
Ratings and Reviews
Stifel | The Founders Group
Overall Rating
Overall Rating
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