First Allied Securities

Merwin Capital Management LLC, founded by Bob Merwin in 1997, specializes in retirement planning and investment portfolio management, drawing on over 50 years of collective experience in the financial services industry. The firm prides itself on its A rating from the Phoenix Better Business Bureau and commitment to client education regarding investment risks and returns. Alongside Bob, who is a Certified Kingdom Advisor, the team includes investment research analyst Jordan Twogood, who focuses on client portfolios, and Judy Merwin, who has been the financial administrator since 1994. Together, the team fosters a supportive environment for clients, emphasizing strong relationships and sound financial strategies. Generated from the website

Moors & Cabot Inc. has been a cornerstone of wealth management for over 130 years, emphasizing the importance of personalized relationships. With a team of veteran financial professionals and a diverse array of services, they focus on delivering tailored strategies to meet the unique goals and challenges of their clients. Offering a comprehensive suite of financial planning, investment, insurance, and banking services, Moors & Cabot Inc. positions itself as a dedicated financial partner. Their commitment to understanding individual client needs sets them apart in the financial industry. Generated from the website