Stifel Park Marina Dr, Redding

I partnered with Courtney at Stifel several years ago to manage a portfolio of investments and help me understand the big picture of our family finances. Her communication regarding our progress and portfolio performance has been nothing short of stellar, I feel so supported and trust that she has our best interests at heart. She is thorough and has taken the time to get to know my husband and I, ask about our financial goals, understand the lifestyle we want and guide us with expert recommendations that have changed our lives for the better. We know we're positioned in the best possible way for our future and are so thankful for Courtney and her team at Stifel.

So happy my husband and I found Courtney and Stifel! We were looking to find a new firm to handle our retirement and trust accounts. Courtney was highly recommended by friends, and business friends. She gained our trust, and her professionalism and knowledge gives us piece of mind.

As a business owner I was overwhelmed at the thought of planning for our retirement and procrastinated for years. Courtney made the process easy and stress free. She explained everything and answered all my questions. Not only did she handle our retirement planning, she also set up college savings accounts for our children. I'm relieved to have a financial planner I can trust and count on.

We have been using Stifel Investment Services for about 2 years for our companies Simple IRA plan for my employees. We continue to use her services as she tends to everyone's individual needs and her knowledge in her industry. She makes us all confident in our investments and we would happily refer her to anyone.

Outstanding group of folks, Courtney and Ann Marie have continually gone beyond what is required to advance our portfolio. Knowledge and directional support is awesome along with dealing with one the country's finest investment firms.

Ann Marie is awesome! She offered some great financial knowledge and advice to get me started saving for retirement. You can tell she genuinely cares about her clients. Thanks Ann Marie!

Courtney and the team and Stifel are extremely knowledgeable and offer outstanding service to their clients. An excellent choice for anyone looking to reach their financial objectives!

Dan Gruber and Cody Washburn are a true asset to the Stifel stable of investment counselors.

Ann Marie is extremely professional and I trust her with my best clients