Stifel of Lancaster

Stifel of Lancaster is a Financial Planner in Lancaster, OH, located at 109 E Main St #308. The firm provides financial planning and investment services to individuals and families. The Lancaster office is staffed by financial advisors James Culver, William Culver, and Jim Lewis. The team offers face-to-face service to help clients develop strategies for retirement, college education savings, tax reduction, and income management. They assist clients in assessing their financial situation, identifying asset allocation strategies, and selecting investments consistent with their objectives and risk tolerance. The business holds a 5.00 rating based on 0 reviews.

The Lancaster branch operates under Stifel, a diversified global wealth management and investment banking company. The firm emphasizes building relationships to help clients pursue their financial goals. Advisors work with clients to tailor plans that address specific needs, whether for individuals, families, or institutions. The company provides access to research and tools through the Stifel Wealth Tracker App. Clients can contact the office by phone at (740) 654-5996 or toll-free at (888) 632-0028. The office is open Monday through Friday from 6:00 am to 6:00 pm CT.

Stifel of Lancaster maintains a 5.00 rating from customers who have reviewed it. The team is dedicated to providing personalized, professional service and advice. They aim to help clients achieve their financial goals through a client-first approach.

Stifel of Lancaster brings personalized financial guidance to Lancaster, OH, helping residents plan for retirement, education, and long-term wealth.

BizScoreAI awarded the business a Schema & Structure score of 100 out of 100, which ensures AI assistants and search engines clearly understand what the firm offers. The company also received a Performance score of 74 out of 100, reflecting fast website loading that keeps visitors engaged and supports search engine ranking.