Smith Barney

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Morgan Stanley, founded in 1935, is a security brokerage firm that provides a variety of financial services to individual and business customers. It offers a range of services, such as asset allocation, financial counseling, property management and alternative investment. Its structured investment services are used to help clients achieve investment objectives by reducing the risk exposure of portfolios and providing access to a variety of assets, including stocks, bonds, interest rates, currencies and commodities. The firm also offers a range of credit and lending services for individual investors, including home financing and lending programs. The firm is located in Walnut Creek, Calif.