Stifel

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Financial Services, Financial Planners, Financial Planning Consultants

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(760) 643-1235Call Visit WebsiteVisit Website Map & DirectionsDirections5256 S Mission Rd Ste 1201Bonsall, CA 92003 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Stifel

Tax Planning
Our team of estate planning professionals will guide the client through the intricacies and complexities of the estate planning process. By providing the client with an in-depth analysis of his or her existing estate plan, we will identify strategies for the client to discuss with a local estate planning attorney. Our team of tax planning professionals will help the client navigate federal and state income tax laws. By analyzing the client’s tax returns from the last two years, we will identify proactive tax planning ideas for the client to discuss with a local tax advisor.

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Extra Phones

Phone: (760) 724-9087

AKA

Stifel Nicolaus & Co. Inc.

Stifel Nicolaus & Company Inc.

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http://www.stifel.com

Categories

Financial Services, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities, Retirement Planning Services

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Details

Phone: (760) 643-1235

Address: 5256 S Mission Rd Ste 1201, Bonsall, CA 92003

Website: http://www.stifel.com

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Stifel

Tax Planning
Our team of estate planning professionals will guide the client through the intricacies and complexities of the estate planning process. By providing the client with an in-depth analysis of his or her existing estate plan, we will identify strategies for the client to discuss with a local estate planning attorney. Our team of tax planning professionals will help the client navigate federal and state income tax laws. By analyzing the client’s tax returns from the last two years, we will identify proactive tax planning ideas for the client to discuss with a local tax advisor.
Income Tax

Investment Management
EquityCompass Investment Management, LLC (EquityCompass) and Washing Crossing Advisors, LLC are wholly owned subsidiaries and affiliated SEC Registered Investment Advisers of Stifel Financial Corp. (“Stifel”). 1919 Investment Counsel consists of 1919 Investment Counsel & Trust Company, N.A. (“1919 IC&T”) and 1919 Investment Counsel, LLC (“1919ic”). 1919ic is an SEC Registered Investment Adviser and an indirect subsidiary of Stifel. 1919 IC&T is an OCC-regulated national trust company that is a wholly owned subsidiary of Stifel. Asset Under Management represents the aggregate fair value of all discretionary assets. Assets Under Advisement represent advisory-only assets where the firm provides a model portfolio and does not have trading authority over the assets.
Wealth Management
Stifel’s banking, lending, and trust services complete the wealth management picture you develop with your Stifel Financial Advisor.

Financial Planning
Our team of financial planning professionals will help the client determine when and how to claim his or her Social Security and Medicare benefits. As part of this process, we will create a Social Security report that demonstrates the client’s optimal claiming strategy.
Retirement Planning
Stifel offers a comprehensive range of retirement planning services to help you save for your retirement years. Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it's never too late to put a plan of action into place in order to prepare for the years when you will no longer be receiving a steady paycheck. A Stifel Financial Advisor can help you find the right plan and the right investments to help you with your retirement goals.
Asset Management
As an investor, you're faced with an uncertain and volatile financial marketplace further complicated by the wide array of investment options available to you. You know that proper planning and discipline are important in working toward financial independence and security for your heirs, but developing a sound strategy and selecting, monitoring, and managing your investments yourself can be an arduous task. For investors who would like to free themselves from the need to constantly monitor asset allocation and portfolios, Stifel Financial Advisors have access to a wide array of advisory programs designed to match a variety of client needs...

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