Stifel-Glenwood Springs
Stifel - Glenwood Springs is a full-service wealth management and investment banking firm serving the Glenwood Springs and Aspen, Colorado areas. We provide securities brokerage, investment banking, trading, investment advisory, and related financial services through wholly owned subsidiaries to individual investors, professional money managers, businesses, and municipalities.
Our website has a variety of resources to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Ultimately, we hope you see the value of working with skilled professionals in pursuit of your financial goals. We are here to help.
(From left to right: Michael McCallum, Austin Hamilton, Cameron Williams, Rodney Naylor, Marie Lavin, Tracey Westhoff, and Breanna McCallum)
Stifel is a full-service investment firm committed to helping you pursue you financial goals. Our financial advisors offer a wide range of financial products and services to individuals and business owners, including retirement planning, long-term care insurance, life insurance, 401(k) information, and more.
Stifel - Glenwood Springs is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Our financial advisors will develop a customized financial program and walk you through a step-by-step process that we believe will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
• Tax management strategies
• Investment management
• Retirement strategies
• Estate conservation strategies
• Insurance and annuity products
Click here to learn more about our staff and associates.
Stifel does not provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we may know a group that does.
Newsletters
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HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
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Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
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Catalytic Converter Thefts Are on the Rise: Here’s Why
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lease Payment
How much would your monthly lease payment be?