The River Oak Team - Stifel

Name: The River Oak Team - Stifel
Address: 295 Woodcliff Drive, Fairport, NY, 14450, US
Telephone: (585) 454-3985

295 Woodcliff Drive Suite 305

Fairport, NY 14450

(585) 454-3985

member

www.theriveroakteam.com

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Today: 8:00 AM to 5:00 PM

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demonter@stifel.com

We believe that taking a consultative and holistic approach will lead to a deeper understanding of our clients and their needs. When meeting with clients, we will ask questions about their children, grandchildren, life changes, or anything that could change their financial situation. By asking life-centered, goal-oriented questions, we will be able to build a customized wealth management plan designed to align with the future they envision.

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