Stifel

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Financial Planning Consultants, Financial Planners, Financial Services

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Today: 9:00 am - 2:00 pm

(317) 571-4600Call Visit WebsiteVisit Website Map & DirectionsDirections600 E 96th StIndianapolis, IN 46240 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	6:30 am - 6:00 pm
Sat:	9:00 am - 2:00 pm

Stifel

Taxes

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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General Info

Stifel, Nicolaus & Company specializes in securities brokerage, investment banking, trading, investment advisory and financial services. The firm is a subsidiary of the Stifel Financial Corp., a brokerage and investment-banking firm. Based in Indianapolis, Ind., Stifel, Nicolaus & Company manages public offerings of equity/debt securities and raises debt/equity in the private markets. It caters to the individual investors, professional-money managers, businesses and municipalities. The company is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

Email

Email Business

Extra Phones

Phone: (317) 571-4564

TollFree: (800) 382-4353

Payment method

master card, visa

AKA

Stifel Nicolaus & Co

Stifel Nicolaus

Stiefel

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