Babcock Ondracek Group - Stifel

Swenson Advisors LLP is a full-service accounting, tax consulting, and lease accounting firm founded in 1998. Catering to middle-market public and private companies as well as high-net-worth individuals, the firm offers comprehensive services across a variety of industries, including technology, real estate, and biotechnology throughout Southern California. With a commitment to excellence, Swenson Advisors provides tailored solutions to meet the unique needs of its clients while also participating in the greater community through non-profit work. The firm emphasizes sharing expertise and insights through various resources and publications. Generated from the website

Stifel is a wealth management firm dedicated to supporting financial advisors with a seamless transition experience and a comprehensive suite of services. With a focus on advisor satisfaction, the firm combines small-firm service with big-firm capabilities, offering nationally recognized research and advanced technology designed to enhance client relationships. Emphasizing an entrepreneurial spirit, Stifel provides a wide range of investment products, wealth planning, and alternative investment options to help advisors grow their businesses. The firm prides itself on its commitment to client-focused service and the unmatched support it offers to its advisors, fostering a collaborative and innovative environment. Generated from the website