Stifel | Patrick L. Hassna

At Stifel Financial Advisors, our mission is to provide expert financial guidance to individuals, families, and businesses as they navigate the complexities of financial planning and investing. Our team of experienced professionals is committed to delivering personalized service and tailored solutions to help our clients achieve their financial goals.

Our Services

We offer a wide range of financial services designed to meet the unique needs of our clients. Our expert financial advisors will work closely with you to understand your financial objectives and develop a customized plan to help you achieve them.

Retirement Planning

Planning for retirement is a critical aspect of financial planning, and our team of experts is dedicated to helping individuals and families plan for this important life milestone. We will work with you to understand your retirement goals, assess your current financial situation, and develop a comprehensive plan to ensure a secure and comfortable retirement.

Retirement Plan Distribution Strategies

When it comes to distributing retirement savings, it's essential to consider the tax implications and potential risks involved. Our team will help you evaluate your retirement savings alternatives, including 401(k) accounts, traditional IRA, Roth IRA, SEP IRAs, and SIMPLE IRAs, and provide guidance on the best course of action.

Investment Management

At Stifel Financial Advisors, we believe that investment management is a critical component of financial planning. Our team of experienced investment professionals will work with you to develop a customized investment strategy tailored to your risk tolerance, financial goals, and time horizon.

Wealth Management

Our wealth management services are designed to help individuals and families manage their entire financial picture, including investment portfolios, retirement savings, and lifestyle inflation. Our team will work with you to develop a comprehensive wealth management plan that aligns with your financial goals and values.

Why Choose Stifel Financial Advisors?

At Stifel Financial Advisors, we pride ourselves on our expertise, personalized service, and commitment to delivering results. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure a comfortable financial future.