Best Investment Service Evansville Near Me

4worldlovers: At Stifel, we believe in doing business face to face. We want to understand your unique financial objectives so that we can develop a strategy specific to your needs and long-term financial goals. Whether you want to plan for retirement, save for your children's college education, reduce your tax bills, or increase your income to meet monthly expenses, you can expect personalized, professional service and advice.

4worldlovers: Financial freedom – Let's take it on together. Because it's not just where you're going, it's how we help you get there. And we take a practiced, steady path to help get you where you want to be, no matter the financial climate. Investing shouldn't be the adventure. Save that for your journey ahead.

Our focus on security, income and growth – in that order – seeks to ensure your savings and your plan are always intact so you can live the life you want.

We reduce risk and volatility by never touching your principal - safeguarding your largest asset.

The power of the rising dividend allows us to seek sources of generous and dependable income, for the long term.

We believe in investments that increase in value each year and hand-pick each to fit your needs and goals.

We founded our equity investment strategy on dividends for several reasons. First, dividends help us determine a company’s financial health and true value. Second, they let us share in a company’s prosperity by paying us a portion of today’s earnings. Finally, they represent over 40%* of the market’s total return. For these reasons, we only invest in companies that pay generous dividends that have consistently increased, and are likely to continue to increase their dividends. With this approach, you can attain a reliable income with less worry about the current market conditions.

Actual performance will vary; past performance may not be indicative of future results.

As your partner, we work so your investments and financial plan work for you, in the long term and the day to day. And as a fiduciary, we always put your interests above our own.

We can help you find financial freedom on your own terms. Learn how our emphasis on security, income and growth will take you where you want to be.

Together, let’s build a retirement plan that does the most for your business and your employees, by seeking to deliver dependable and generous results.

As shepherds for your investment, we will help your mission reach its potential with minimal risk.

Withdrawn by clients from dividend and interest income without touching their principal this year. (January 1, 2022 - December 31, 2022)

Donaldson was named by CNBC to the 2022 CNBC Financial Advisor 100 List on October 4, 2022, selected from more than 39,800 registered investment advisory firms.

No compensation was provided to CNBC to obtain inclusion on the list, but there is a licensing fee to utilize the CNBC 2022 FA 100 logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on CNBC.com/FA100.

Rising Dividend Cornerstone has a 5-Star Overall Morningstar Rating out of 472 funds in the Large Value Morningstar category as of 6/30/2023.

Some places, you just get an advisor. Here you get a team that has the full support of every department.