Contact
- Address
- 3554 Round Barn Blvd, Suite 200, Santa Rosa, California, 95403
- Phone
- (707) 541-3521
- Website
- stifelsantarosa.com/
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | Closed |
Description
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.