Morgan Stanley Wealth Management

Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains a location in Rolling Hills Estates, Calif.

Located in San Bernardino, CA, Raymond James Financial Services stands as a beacon of personalized financial guidance. Offering tailored wealth management services, investment banking, asset management, and capital market solutions, this company caters to a diverse clientele encompassing individuals, businesses, and municipalities. With a steadfast commitment to detailed analysis and client-specific goals, they assist in navigating intricate financial landscapes, ensuring prudent risk management and providing avenues for financial growth, protection, and efficient resource transfer. Raymond James Financial Services, with its extensive experience and global presence, maintains a community-focused ethos, delivering attentive and objective-based solutions to address the unique needs of each client. Through comprehensive financial planning, portfolio advisory strategies, investment research, and specialized assistance, they strive to empower their clients with the tools and knowledge necessary to make informed financial decisions. Emphasizing a blend of expertise and personalized attention, Raymond James remains dedicated to fostering meaningful relationships while guiding individuals and entities towards financial success. Generated using this brand's available information