Personal Investment Planning

 

Investments

Stocks, Bonds, Mutual Funds, Exchange Traded Funds, Master Limited Partnerships, and REITs.
Fee-based Professional Money Managers

 

Individual Retirement Plans

Traditional & Roth IRAs

Lump-Sum Distributions/401(k) Rollovers

 

College Planning

529 College Savings Plans

Coverdell Education Savings Accounts

 

Trust and Estate Planning Services

 

Insurance

Life Insurance (Individual and Business)

Annuities

Long-Term Care Insurance

 

Company Retirement Plans

SIMPLE IRAs

SEP IRAs

401(k), 403(b) & Profit Sharing Plans

Defined Benefit Plans

 

Corporate Executive Services

Cashless Stock Option Exercise

144 Restricted Stock Transactions

 

Investment Banking

Stifel, Nicolaus & Company, Incorporated • Member SIPC and NYSE

1605 Valley Center Parkway • Suite 100 • Bethlehem, PA 18017 • (610) 317-4994 • (800) 292-8112 • (610) 317-4991 fax