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Stifel | The Founders Group

Name: Stifel | The Founders Group
Address: 1414 Raleigh Road, Chapel Hill, NC, 27517, USA
Telephone: (984) 364-2000

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1414 RALEIGH ROAD SUITE 201 CHAPEL HILL, NC 27517 Get Directions

(984) 364-2000

http://www.thefoundersgroup-stifel.com/

michael.berard@stifel.com

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Industries Financial Services
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Company Summary

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

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Hours

Sunday --
Monday 8:00^AM - 5:00^PM
Tuesday 8:00^AM - 5:00^PM
Wednesday 8:00^AM - 5:00^PM
Thursday 8:00^AM - 5:00^PM
Friday 8:00^AM - 5:00^PM
Saturday --

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