Our Mission Statement

Robert_Hoekstra_ Financial_Advisor_Green_Bay_WisconsinWe listen, really listen, so we understand what our clients want now and for their future.  We have 38-plus years of combined experience, and we do our best to help clients get from here to where they want to be.  We take pride in assisting clients to work toward their goals for today and tomorrow and passing on wealth to their heirs in the most beneficial, tax-efficient way.  We have provided service to generations of clients assisting them with their financial goals now and for a comfortable retirement.

Whether it’s securing that comfortable retirement, providing benefits of a college education for their children or grandchildren, ensuring the continued success of their businesses, or helping them pursue personal goals that require financial strength, we have the resources to address those challenges.  Our goal is to provide excellent service and knowledge that will meet the expectations and trust that our clients have bestowed in us over the years.

 

 

Neither Stifel nor its associates provide legal or tax advice.  You should consult with your legal or tax advisor regarding your  particular situation. 

  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck