Stifel | The Founders Group
1414 Raleigh Road, Chapel Hill, North Carolina 27517
(984) 364-2000 Suite 201
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Stifel | The Founders Group Business Information
- Name:
- Stifel | The Founders Group
- Address:
- 1414 Raleigh Road
Suite 201 - City:
- Chapel Hill
- State:
- North Carolina, US
- Zip Code:
- 27517
- Telephone:
- (984) 364-2000
- Fax:
- (984) 364-2001
- Website URL:
- http://www.thefoundersgroup-stifel.com/
- Facebook:
- n/a
- Twitter:
- n/a
- Categories:
- Financial Advisory Services
- Hours:
- M-F 8am-5pm, Sa-Su Closed
- Services:
n/a - Products:
401(k) and 403(b) Rollovers, Alternative Investments, Charitable Giving, Insurance Planning, Tax Efficient strategies - Brands:
n/a - Coordinates:
- 35.904334, -79.016209
- Accepted Payment:
- Contact:
- [email protected]
About Stifel | The Founders Group
Our investment philosophy is goals oriented. We help our clients determine their investment goals through a comprehensive wealth management planning process and create an appropriate investment allocation suited to those goals. Recognizing that each client is unique, we work closely with you to identify your needs and develop highly personalized strategies. Our benchmark is your goals, not beating an index. Our ultimate goal is to help our clients build and preserve wealth for not only themselves, but across multiple generations