Jerry Kelly, Senior Vice President/Investments, Branch Manager - Stifel

Jerry Kelly, Senior Vice President/Investments, Branch Manager - Stifel Stifel is a full-service wealth management and investment banking firm, established in 1890 and based in St. Louis, Missouri. After hours by appointment only.

Stifel Bits | January 12, 2022
01/12/2022

Stifel Bits | January 12, 2022

A weekly serving of money matters

2018 Medicare Overview
02/16/2018

2018 Medicare Overview

02/08/2018

2018 HSA Fact Sheet

Quick Tax Facts 2018 | Stifel
01/11/2018

Quick Tax Facts 2018 | Stifel

Tax facts for individuals for 2018 from Stifel.

2018 Social Security Fact Sheet
01/10/2018

2018 Social Security Fact Sheet

Percent of Primary Insurance Amount (PIA) received at each age of eligibility. If a worker or spouse begins collecting benefits before his or her Full Retirement Age (FRA), the benefit amount is reduced.

Tax Reform Highlights
01/05/2018

Tax Reform Highlights

On December 22, 2017, President Trump signed the much-anticipated tax reform bill into law.

Basic Documents for Estate Planning
11/21/2017

Basic Documents for Estate Planning

Estate and Tax Planning Services

Helpful time-saving tips before meeting with your attorney.
11/21/2017

Helpful time-saving tips before meeting with your attorney.

Estate and Tax Planning Services

Original Medicare vs. Medicare Advantage
11/17/2017

Original Medicare vs. Medicare Advantage

Which One Is Right for You?

Address

Clearwater, FL
33759

Telephone

+17276144936

Website

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