Description: We offer a complete range of financial services for the high net worth investor located in and around Mequon, Wisconsin. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
Phone: (262) 240-3914
At Stifel, we have established ourselves as one of the nation's leading wealth management and investment banking firms. With more than 450 offices across the nation, our philosophy on investing is grounded on a more than 130-year-old tradition of trust, understanding, and solid, studied investment guidance. Established in 1890, our company provides a comprehensive portfolio of financial services designed to address the varied needs of a broad range of investors.