Stifel Services

Stifel's commitment is simple: provide products and services that help our clients -- individual, institutional, and corporate -- pursue their investment goals.  The Gormley Furlong Group is focused on this corporate commitment and brings years of understanding and knowledge to all investment-related subjects.

Products and Services Available Through Stifel



·          Variable, Immediate, and Fixed


Asset Allocation


Cash Management

(Stifel Prestige® Accounts)

·          Check Writing

·          Debit MasterCard®

·          Bill Payment Services

·          Stifel Access (Online account access)


College Planning

·          529 College Savings Plans

·          Education Savings Accounts


Common Stocks


Consulting Services (Fee-Based Programs)


Corporate Executive Services

·          Cashless Stock Option Exercise

·          144 Restricted Stock Transactions


Corporate Finance


Equity Line of Credit


Financial Planning


Fixed Income Investments

·          Certificates of Deposit

·          Collateralized Mortgage Obligations (CMOs)

·          Corporate Bonds

·          Government and Agency Securities

·          Municipal Bonds



·          Disability Insurance

·          Life Insurance (Individual and Business Applications)

·          Long-Term Care Insurance



·          Traditional and Roth


Managed Money


Money Market Funds


Mutual Funds




Preferred Stocks


Public Finance


Qualified Plans

·          401(k) Plans

·          Profit Sharing Plans

·          Money Purchase Plans

·          SEP IRAs

·          SIMPLE IRAs

·          Defined Benefit Plans




Retirement Planning


Syndicate Offerings


Unit Investment Trusts