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Stites Financial

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Detroit
CRD Number
Website stitesfinancial.com
Client types

Overview

Stites Financial LLC is an independent financial services firm dedicated to client service and tailored investment solutions. Unlike corporate-owned financial institutions, its independent advisors have the flexibility to select investment products that align with clients' financial goals and experiences, prioritizing their best interests. Committed to delivering both personal and professional service, Stites Financial aims to assist individuals, families, and businesses in achieving their future aspirations through expert financial and insurance guidance. With over 30 years of experience, twin brothers Bob and Rick Stites specialize in investments, estate planning, business benefit plans, and charitable giving. Interested parties are encouraged to schedule a complimentary consultation to explore how Stites Financial can support their journey toward a secure financial future.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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