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

 

Annuities

·          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

 

Insurance

·          Disability Insurance

·          Life Insurance (Individual and Business Applications)

·          Long-Term Care Insurance

 

IRAs

·          Traditional and Roth

 

Managed Money

 

Money Market Funds

 

Mutual Funds

 

Options

 

Preferred Stocks

 

Public Finance

 

Qualified Plans

·          401(k) Plans

·          Profit Sharing Plans

·          Money Purchase Plans

·          SEP IRAs

·          SIMPLE IRAs

·          Defined Benefit Plans

 

Research

 

Retirement Planning

 

Syndicate Offerings

 

Unit Investment Trusts