Stifel - Santa Rosa

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Financial Planner·Today: 8:00 AM to 5:00 PM·Santa Rosa, CA

3554 Round Barn Blvd Suite 200

Santa Rosa, CA 95403

(707) 541-3521

Website iconwww.stifelsantarosa.com


About this business

We take a different approach to wealth management. One that involves understanding your financial goals, motivation and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.

Products and Services

Asset Management, Annuities, Insurance


Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

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