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NARI Investment Planning Program

Through Stifel, Chris Paganelli, Financial Advisor, offers active NARI members investment planning and 401(k) 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 endeavors to help your company save valuable resources and custom tailors services to address the unique needs of NARI members.

Stifel is a publicly traded company with over 128 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).

Investing involves risks, including the possible loss of principal invested. Stifel is not affiliated with NARI.