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      Stifel | The West Group

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      Financial Planners

      2850 N Harwood St 18th Fl, Dallas, TX 75201

      214-706-9450

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      DETAILS
      General Info
      Our goal is to help our clients pursue their financial goals. To do this effectively, we spend ample time getting to know you to find out how we can best serve your needs. Our focus on high-net-worth clients allows us to serve your needs through a full-service wealth management and investment banking firm, alongside our leadership, integrity, and commitment. Through a consultative approach and a keen eye toward risk management strategies, we seek to provide a solid foundation in which our relationship can grow. Our approach emphasizes liquid markets, proprietary risk models, and a diversified funding structure, all while taking into consideration your personal risk profile.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Category
      Financial Planners
      Services/Products
      Disability Income Insurance Life & Long Term Care Insurance Retirement planning (IRA'S/Pensions/401k's/403b's)
      Other Link

      website

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.