The Fleck Group at Stifel is a different kind of investment group. The independent, unapologetically old-school kind. We answer our own phones and treat you like family.
Our services cover all areas of financial management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
We serve individuals. Because your situation is unique, we will work with you to help ensure that your portfolio is designed to address your individual circumstances, including time horizons, tax implications, risk tolerance, and other factors. As your investment priorities change, we will periodically review with you to adjust your portfolio accordingly.