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NARI Financial Planning Program

NARI and Chris Paganelli, of Stifel financial, have partnered together to offer active NARI members financial planning and 401k services. The mission of the Retirement Plan Services is to assist NARI members in creating retirement plans for themselves and their company. Whether you are considering the adoption of a new retirement plan, making changes to your current plan, or even replacing providers for an existing plan, you have an important task ahead. For many of your employees, an employer-sponsored retirement plan will be their only source of retirement savings, and they are relying on you to make good decisions regarding their retirement plan. Chris Paganelli, of Stifel financial, will help your company save valuable resources. Their team of retirement plan experts custom tailor their services to meet the unique needs of our members.

Stifel is a publicly traded company with over 120 years in the financial services industry. Stifel is a member of Securities Investor Protection Corporation (SIPC), the New York Stock Exchange and all principal exchanges, and the Financial Industry Regulatory Authority (FINRA).