As a Stifel financial advisor, I can help you assess your current financial situation and tailor a plan to help you pursue your financial goals. Together, we can identify an appropriate asset allocation strategy and choose investments that are consistent with your objectives and your risk tolerance. As part of the Dickman Pendleton Wealth Management Group, my mission is to engage our professional
investment team to provide guidance to our clients on ways to pursue their financial goals. I strive to accomplish this goal by employing a service-oriented strategy focusing on planning clients' needs within the framework of a well-defined investment plan, periodic review of the investment plan's performance, and our clients' personal objectives. If you like personally knowing the individual guiding your investments, please call, stop by my office, or e-mail [email protected]. To find out how Stifel can serve your individual investment needs, check out www.jamesdickman.com. After Hours By Appointment Only
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