Our Approach

Your Goals, Our Priority

We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.

Stifel Comes to Rochester

After serving the community in Shelby Township for more than 10 years, we are excited to serve the city of Rochester. It is an exciting time as we continue building relationships with our existing clients while meeting new ones.

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The Anderson Group

David M. Anderson

Managing Director/Investments

[email protected]

(248) 759-5493

Jessica Gibbs, AAMS

Client Relationship Manager

[email protected]

(248) 759-5492

Woman at desk with phone, laptop, calculator, and financial documents

Planning Your Financial Future

Starts Today.

We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.

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We look forward to hearing from you and discussing your financial goals.

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Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2023.

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