The River Oak Team - Stifel
5854543985 / +15854543985
Contact data
Telephone number: 5854543985Owner and address: The River Oak Team - Stifel
295 Woodcliff Drive 14450 Fairport
City: Fairport - USA
more details: Website
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The River Oak Team - Stifel Financial planner
We believe that taking a consultative and holistic approach will lead to a deeper understanding of our clients and their needs. When meeting with clients, we will ask questions about their children, grandchildren, life changes, or anything that could change their financial situation. By asking life-centered, goal-oriented questions, we will be able to build a customized wealth management plan designed to align with the future they envision.
Opening hours
M-F 8am-5pm, Sa-Su Closed
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