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Stoker Ostler | Wealth Advisors–Financial Planning–Investment Management

Stoker Ostler Wealth Advisors offer wealth management services including retirement planning, portfolio management, stock strategy, custom financial plans, market analysis and more.

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Stoker Ostler Wealth Advisors offer wealth management services including retirement planning, portfolio management, stock strategy, custom financial plans, market analysis and more.
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Stoker Ostler | Wealth Advisors–Financial Planning–Investment Management | stokerostler.com Reviews

https://stokerostler.com

Stoker Ostler Wealth Advisors offer wealth management services including retirement planning, portfolio management, stock strategy, custom financial plans, market analysis and more.

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1

Stoker Ostler | Harris Wealth Advisors | Women & Wealth | About Us

http://www.stokerostler.com/about_us.php

ARIZONA 480-890-8088 · UTAH 801-579-0888. Founded in 1997, Stoker Ostler specializes in managing investments and providing financial planning for affluent individuals and families, small-to-medium sized institutions and non-profit organizations. In 2009, Stoker Ostler became part of BMO Financial Group, one of North America's oldest and most diversified financial services providers. BMO and BMO Financial Group are trade names used by Bank of Montreal. Stoker Ostler is a trade name used by Stoker Ostler W...

2

Stoker Ostler | Wealth Advisors | Women & Wealth

http://www.stokerostler.com/womenandwealth/index.php

ARIZONA 480-890-8088 • UTAH 801-579-0888. You need to upgrade your Flash Player. To view this Flash content. Why focus on women? Studies show that there are several differences between men and women that may impact the financial security of women. Women have shorter working careers and lower lifetime earnings than men. Women are less likely to have employer-provided retirement plans. Women have lower tolerance for risk. Women experience greater financial losses following divorce.

3

Stoker Ostler | Wealth Advisors | Press Releases

http://www.stokerostler.com/articles.php

ARIZONA 480-890-8088 • UTAH 801-579-0888. Arizona Business (pg. 53). On the Move: Robyn Gerke. On the Move: Sean Lunny. Scottsdale Business and Life. Emerging Leaders of the numbers by the numbers. What is the Value of a Financial Advising Firm? The “do-it-yourself” method has become the new mantra for a multitude of tough tasks like home renovation, auto care, and landscaping. Yet when it comes to your finances, should you rely on your own knowledge, or seek the aid of a professional? Is Your Money Safe?

4

Stoker Ostler | Wealth Advisors | The Resource Center

http://www.stokerostler.com/resource_center.php

ARIZONA 480-890-8088 • UTAH 801-579-0888. At Stoker Ostler, we give you peace of mind:. We want to ensure that your experience in and out of our office is tailored to your unique needs. As always, if you have a specific question or area of interest, do not hesitate to contact us and we would be pleased to personally address your needs. Investments are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

5

Stoker Ostler | Wealth Advisors–Financial Planning–Investment Management

http://www.stokerostler.com/index.php

ARIZONA 480-890-8088 • UTAH 801-579-0888. You need to upgrade your Flash Player. To view this Flash content. Wealth and Life Come Together. Your family’s financial well-being is about more than wealth protection. You want to ensure that you have the means to enjoy your lives today and provide for those you care about, without worry, now and in the future. A Lifetime Approach to Retirement Planning. And Retirement Planning Checklist. Keys to Managing Cash. Women and Wealth Seminar Series. Investments are:...

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LINKS TO THIS WEBSITE

bmoharris.com bmoharris.com

Business Lending | Small Business | BMO Harris

https://www.bmoharris.com/us/small-business/lending

Savings, Money Markets and CDs. Retirement Accounts (IRAs) and Investments. Loans and Lines of Credit. Health Savings Account (HSA). Debit and ATM Cards. Savings Accounts, Money Markets and CDs. Select Money Market Account. Retirement Accounts (IRAs) and Investments. BMO Harris Bank MasterCard. BMO Harris Bank Rewards MasterCard. BMO Harris Bank Premier Rewards MasterCard. BMO Harris Bank Select World MasterCard. BMO Harris Bank Premier World MasterCard. Fixed Rate Mortgage Payments. How can we help?

womenandwealth.com womenandwealth.com

Stoker Ostler | Wealth Advisors | Women & Wealth | Our Seminars

http://www.womenandwealth.com/our_seminars.php

ARIZONA 480-890-8088 • UTAH 801-579-0888. Our seminars give an overview of financial issues affecting women. For more information on our seminars, please contact Lori Shumway at Lori.Shumway@stokerostler.com. Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., a SEC registered investment adviser. BMO and BMO Financial Group are trade names used by Bank of Montreal.

bmoharris.com bmoharris.com

Business Services | Small Business | BMO Harris

https://www.bmoharris.com/us/small-business/services

Savings, Money Markets and CDs. Retirement Accounts (IRAs) and Investments. Loans and Lines of Credit. Health Savings Account (HSA). Debit and ATM Cards. Savings Accounts, Money Markets and CDs. Select Money Market Account. Retirement Accounts (IRAs) and Investments. BMO Harris Bank MasterCard. BMO Harris Bank Rewards MasterCard. BMO Harris Bank Premier Rewards MasterCard. BMO Harris Bank Select World MasterCard. BMO Harris Bank Premier World MasterCard. Fixed Rate Mortgage Payments. How can we help?

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Business Accounts | Small Business | BMO Harris

https://www.bmoharris.com/us/small-business/account-options

Savings, Money Markets and CDs. Retirement Accounts (IRAs) and Investments. Loans and Lines of Credit. Health Savings Account (HSA). Debit and ATM Cards. Savings Accounts, Money Markets and CDs. Select Money Market Account. Retirement Accounts (IRAs) and Investments. BMO Harris Bank MasterCard. BMO Harris Bank Rewards MasterCard. BMO Harris Bank Premier Rewards MasterCard. BMO Harris Bank Select World MasterCard. BMO Harris Bank Premier World MasterCard. Fixed Rate Mortgage Payments. How can we help?

bmoharris.com bmoharris.com

Wealth Management | BMO Harris Bank

https://www.bmoharris.com/main/wealth-management

Savings, Money Markets and CDs. Retirement Accounts (IRAs) and Investments. Loans and Lines of Credit. Health Savings Account (HSA). Debit and ATM Cards. Savings Accounts, Money Markets and CDs. Select Money Market Account. Retirement Accounts (IRAs) and Investments. BMO Harris Bank MasterCard. BMO Harris Bank Rewards MasterCard. BMO Harris Bank Premier Rewards MasterCard. BMO Harris Bank Select World MasterCard. BMO Harris Bank Premier World MasterCard. Fixed Rate Mortgage Payments. How can we help?

womenandwealth.com womenandwealth.com

Stoker Ostler | Harris Wealth Advisors | Women & Wealth | About Us

http://www.womenandwealth.com/about_us.php

ARIZONA 480-890-8088 • UTAH 801-579-0888. Michelle L. Decker, CFP. Chief Operating Officer, Senior Portfolio Manager. Michelle Decker is Chief Operating Officer and a Senior Portfolio Manager at Stoker Ostler. Stoker Ostler is a wealth advisory firm serving more than 600 individuals and families, across the United States and internationally, overseeing more than $1 billion in assets under management.

womenandwealth.com womenandwealth.com

Stoker Ostler | Wealth Advisors | Women & Wealth | News Room

http://www.womenandwealth.com/news.php

ARIZONA 480-890-8088 • UTAH 801-579-0888. What School Doesn't Teach You About Your Financial Future. Graduating from college is one of the most important stepping stones in life. As you transition from struggling student to ambitious career person, you rely heavily on the things you learned, studied and tested. But, perhaps one lesson that you never learned in school is financial literacy. Is Your Money Safe? Women and Wealth: What Every Woman Should Know. What makes women different from men? Investments...

womenandwealth.com womenandwealth.com

Stoker Ostler | Wealth Advisors | Women & Wealth | Women & Wealth Resources

http://www.womenandwealth.com/resource_center.php

ARIZONA 480-890-8088 • UTAH 801-579-0888. Women and Wealth Resources. Learn more about financial issues affecting women. On the National Endowment for Financial Education’s site. Click on “Exploring Solutions for Women’s Financial Challenges.”. Http:/ www.nefe.org/tabid/86/. Check your credit report. You are entitled to one free credit report from each of the three credit reporting agencies each year. Http:/ www.annualcreditreport.com. See how much your savings and investments can grow. Information about...

womenandwealth.com womenandwealth.com

Stoker Ostler | Wealth Advisors | Women & Wealth

http://www.womenandwealth.com/index.php

ARIZONA 480-890-8088 • UTAH 801-579-0888. You need to upgrade your Flash Player. To view this Flash content. Why focus on women? Studies show that there are several differences between men and women that may impact the financial security of women. Women have shorter working careers and lower lifetime earnings than men. Women are less likely to have employer-provided retirement plans. Women have lower tolerance for risk. Women experience greater financial losses following divorce.

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Stoker Ostler | Wealth Advisors–Financial Planning–Investment Management

ARIZONA 480-890-8088 • UTAH 801-579-0888. You need to upgrade your Flash Player. To view this Flash content. Wealth and Life Come Together. Your family’s financial well-being is about more than wealth protection. You want to ensure that you have the means to enjoy your lives today and provide for those you care about, without worry, now and in the future. Teaching My Family to Give. Should you Change your State of Domicile? Women and Wealth Seminar SeriesÂ. Investments are: NOT A DEPOSIT - NOT INSURED BY...

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