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    Mark Clure - Choreo

    5.0 (1 review)
    Closed 8:00 am - 4:00 pm

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    6 years ago

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    Stifel Nicolaus

    Stifel Nicolaus

    (2 reviews)

    My husband always did our finances , as he was a financial wizard ). Unfortunately he started…read moredeveloping. Dementia a few years ago I had to start learning how to handle our finances and investments before he totally was not going to be able to (. I decided to hire a financial advisor as well. After much research I decided on Stiefel. Boy am I so glad I did! My husband recently passed and my advisor has got my back ). Our investments are doing well and I can sleep at night and not worry. ). They call me periodically to check in. I couldn't be happier ). The office I'm using is up in Chico I live 5 hours away but that has not been an issue ! I have a team working with/ for me )

    I try and stick to yelping about restaurants or stores but I will give a shout out to the gang up…read morein Fort Jones. Whenever I call up there Kim always answers with a good attitude and is always helpful. I had a money transfer issue once and she stayed late and took care of the issue. Which was on the delivering end not the Stifel receiving end. Jeff is awesome. ALWAYS is informative and very smart. He suggests logical strategies that haven't steered me wrong in almost 10 years. I appreciate his wisdom and kindness even if we might not think identically on a strategy. Linda is the same way. always there to help. Even if they are swamped I always feel like I am the only thing that matters at the time. The whole office is very personable and I wouldn't change anything. If you have a few bucks to spare and you are looking to invest. I would highly encourage you to contact Jeff or Linda. Even if you do not live up in the Fort Jones area I would encourage talking to them. There is a Stifel in Irvine. I had to go there once and the office is really nice and the receptionist there was also very kind.

    Mark Clure - Choreo - financialadvising - Updated May 2026

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