Stauffer Brizzolara Group-Morgan Stanley

Located in Santa Ana, CA, James Owens-Morgan Stanley stands as a hub for comprehensive financial services. From investment banking to wealth management, this global firm caters to corporations, governments, institutions, and individuals alike. At James Owens-Morgan Stanley, a diverse team of experts utilizes cutting-edge technology to craft integrated financial strategies that span across international markets. With a steadfast dedication to client service, innovation, and sustainable practices, James Owens-Morgan Stanley sets itself apart as a beacon of excellence in the financial sector. Through a harmonious blend of expertise and forward-thinking approaches, this establishment ensures that each client receives tailored solutions to navigate the complexities of the global financial landscape with confidence. Generated using this brand's available information

Gomberg McQuilkin Wealth Management Group is a trusted financial advisory firm based in Orange, CA. With a focus on building long-term client relationships, they offer comprehensive investment planning and guidance, tailored to individual and family goals. Their experienced team provides a concierge-level service, limiting the number of clients to ensure personalized attention and a high level of satisfaction. With expertise in finances, estate investment planning, and financial markets, Gomberg McQuilkin Wealth Management Group helps clients establish specific goals and objectives, determine risk tolerance, and develop strategic asset allocation. They offer a diversified portfolio designed to be flexible and responsive to market changes, as well as assistance in areas such as retirement planning, wealth transfer, insurance planning, and risk management. Through regular reviews, comprehensive communications, and personalized reports, they strive to provide sound investment advice and support to fulfill all financial needs.Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.