Stifel Broad St, San Luis Obispo

Stifel Reviews

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  5

  My wife and I have conveyed to Ryan Curtis many times how impressive his level of service is for all of our financial aspects of life. We are so appreciative for having the opportunity to work with Ryan given his integrity. This for us was the most important factor in entrusting Ryan to help us move forward toward financial goals with him as our financial advisor. Ryan is exceptional in explaining available products and services to help us evaluate and inform our financial decisions. Ryan’s clear presentations, expert analyses, and knowledge of market conditions are very comprehensive, as well as readily understandable. As a result, we’ve conducted a multitude of financial investments and engaged in many related financial services. Some examples of the latter are life insurance policies tailored perfectly to our circumstances, mortgage financing and refinancing analyses, and estate planning and dispensation. We engage frequently with Ryan for financial perspectives and corresponding investment options, and thus have steered our portfolio with full knowledge of the risks and benefits conveyed. Ryan has always worked in our best interest and is balanced in his approach to investing and management of finances. He helps understand ways to set realistic financial goals for the present, and that all important life pursuit of planning and solidifying goals for retirement. Expanding on the above mentioned estate planning, this for us was a complex and lengthy process whereby we sought Ryan’s assistance and recommendations. He provided exceptional referrals and arranged for internal expert analyses of our documents via knowledgable and proficient Stifel advisors and attorneys. Based on our continued positive experiences and outcomes, my wife and I have recommended Ryan to many others, including family members, friends, and work colleagues. Ryan is a tremendous asset for his communication skills, financial analytical capabilities, capacity of analyses, continuously demonstrated integrity, and an ever-expanding knowledge of the many dimensions of financial products and services. Those who’ve followed-up with Ryan have all conveyed back to us their ‘thank you’s’ and appreciation, citing Ryan’s high level of service, honesty, and straightforward financial approaches tailored to individual needs and circumstances. My wife and I highly recommend Ryan Curtis.