Nuveen Investments

Plan B Investments, located in Carmel Valley, CA, specializes in comprehensive financial planning services tailored to the needs of individuals and families. With a fiduciary commitment since 2004, they prioritize understanding their clients' unique goals and values, ensuring that every financial strategy is crafted with care and integrity. The firm offers a range of services including retirement and estate planning, life insurance, and identity theft protection, emphasizing a partnership approach that provides ongoing support and thoughtful advice. By focusing on client-centered solutions, Plan B Investments aims to help clients navigate life's financial decisions with clarity and confidence. Generated from the website

Murphy Investment Advisors Inc. is a privately owned investment advisory firm located in Pasadena, California. With over 25 years of experience, they specialize in managing portfolios for individuals and organizations seeking conservative growth as their primary objective. Their wealth management services are tailored to each client's unique circumstances, offering a mix of low-cost mutual funds, ETFs, and individual stocks to help clients reach their investment goals. Committed to the successful management of investor funds, Murphy Investment Advisors prioritizes personal communication with clients and provides thorough and timely reports on account strategy and performance. They are registered with the Securities and Exchange Commission and use Charles Schwab Inc. as the exclusive custodian for all accounts. With a mission to increase their investors' wealth, they approach their work with fairness, courtesy, honesty, and professionalism.Generated from the website