Stifel
Business details
- Category
- Financial Services · Investment service, Financial consultant, Financial institution, Investment bank
- Address
- 3554 Round Barn Blvd #200, Santa Rosa, CA 95403
- Phone
- (707) 542-3521
- Website
- stifelsantarosa.com
- County
- Sonoma County
Hours
- Monday: 8:30 AM–4 PM
- Tuesday: 8:30 AM–4 PM
- Wednesday: 8:30 AM–4 PM
- Thursday: 8:30 AM–4 PM
- Friday: 8:30 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
At Stifel, we help individuals and families across Santa Rosa and Sonoma County plan, invest and grow their wealth with confidence. We offer investment services and personalized financial consulting, helping clients build portfolios aligned with their goals and long-term needs.
Our team works alongside each client to understand their priorities, whether that's retirement, managing investments or planning for the next generation. We're proud to serve the North Bay community with clear guidance and straightforward advice.
To learn more about how we can support your financial goals, visit our website or stop by to start the conversation.
Our team works alongside each client to understand their priorities, whether that's retirement, managing investments or planning for the next generation. We're proud to serve the North Bay community with clear guidance and straightforward advice.
To learn more about how we can support your financial goals, visit our website or stop by to start the conversation.