"Your Dreams, Our Purpose."

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Welcome to our site! 

At Burns Investment Group of Stifel, our clients are at the center of everything we do.  That's why we provide you with a comprehensive range of resources to help serve your needs and foster a successful, lasting relationship with you. We are committed to understanding your total financial needs to help you pursue your life goals. 


 

 

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Meet the team!

 

We believe today's investment climate offers unprecedented opportunities. At Burns Investment Group of Stifel, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding of their financial goals
2. A well-defined roadmap for pursuing those goals
3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management strategies and financial issues surrounding estate conservation. We specialize in helping our clients develop comprehensive, cohesive financial strategies that are designed to fit their unique needs and help enable them to pursue both short- and long-term objectives.

On our web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our web site often, as our content is constantly changing.

Life is an extraordinary journey.  As your life interests, values, and dreams evolve, it can be comforting to know that our team is committed to being with you every step of the way.

For help with your financial management, or for more information on Burns Investment Group of Stifel, please contact us today at (866) 886-7593.


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