The Rockoff Team at Planatek Financial, Inc., is scheduling meetings at The Sandbox, 1345 Park St., Paso Robles and apprising retirees on how they may optimize the longevity of their investment portfolios, by employing a Coordinated Withdrawal Strategy. Tuesday through Thursday, 10am – 2pm, http://www.rlender.net, (820) 206-8232
Richard Rockoff :
NMLS: 243871 | DRE:00801198
RaeChelle Rockoff :
NMLS: 243867 | DRE:01310466
Planatek: NMLS: 328893 | DRE:01329960
Stifel Nicolaus is a full-service brokerage and investment banking firm providing securities brokerage, trading, investment advisory, and more to individual investors, institutions, corporations, and municipalities located in Paso Robles, CA.
Stifel Nicolaus is a full-service brokerage and investment banking firm established in 1890 and headquartered in St. Louis, Missouri. The company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, institutions, corporations, and municipalities.
Whether it’s securing a comfortable retirement for our clients, providing the benefits of a college education for their children or grandchildren, ensuring the continues success of their businesses, or helping them meet personal goals that require financial strength, our associates have the resources to meet any challenge. That is our charge – meeting the demands and rising to the expectations of our clients.
“I met a couple of the stock brokers from this firm at our local Rotary Club. They are clients of ours and great people to work with. When the Morgan Stanley office closed, some of the investment advisors moved to Stifel. They are now in a beautifully remodeled Victorian house on Vine St. It’s worth stopping by to see them just for the tour of the home. While you’re there, you can ask for investing, retirement, estate and financial planning advice. Good people.” – Yelp User