Stifel | The Maxim Group
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 618-222-2161
Fax - 618-235-6497
- Address:
- 475 Regency Park Ste 250 O Fallon, IL 62269
- Email:
- Link:
- Categories
- Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Retirement Planning Services, Stock & Bond Brokers
- Services / Products
- Asset Allocation and Portfolio Management Educational planning (529's/UGMA/UTMA) Estate Planning Life Insurance Retirement planning (IRA'S/Pensions/401k's/403b's)
General Info
We help affluent families, business owners, and retirement plan administrators organize, invest, and manage their wealth and business objectives. Offering a full suite of services, we strive to deliver the high level of service you expect and deserve, backed by the resources of a national, leading wealth management and investment banking firm. We offer: Wealth Planning and Investment Services, Retirement and Estate Planning Strategies, Institutional Services, Multigenerational Planning, and more!