Articles

Eighty percent of Americans agree they would benefit from having basic financial education and information.¹
¹ The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Contact Info

1225 Franklin Avenue, Suite 150
Garden City, NY 11530
Map and Directions

Phone:

(516) 663-5484

Fax:

(516) 746-0530

thekleinserrofinancialgroup@stifel.com

Additional Pages

(1) This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.

(2) Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representatives and the broker-dealer or investment advisor they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state: (b) are excluded or exempted from the state's licenser requirements.

(3) Products and investment advisory services are offered through Stifel, Nicolaus & Company, Incorporated, Member SIPC/NYSE.

Investing involves risk, including the possible loss of principal invested

Articles

Estates & Trusts

Retirement

Tax Planning

Investing

Cash Management

Risk Management

Contact Info

Additional Pages

The Klein Serro Financial Group at Stifel Nicolaus