TD Ameritrade

Scottrade is a leading online investment firm with the online trading tools and market research to help individuals make their own investment decisions.

Stifel, Nicolaus & Company, Incorporated in Pasadena is a full service brokerage and investment banking firm offering a wide range of financial services. Their expertise includes securities brokerage, investment banking, trading, investment advisory, and other related services. The company caters to individual investors, professional money managers, businesses, and municipalities, providing tailored financial solutions to meet their diverse needs. With a strong focus on client satisfaction, Stifel strives to deliver top-notch financial services to help clients achieve their investment goals. Generated from their website's infomation

To thoroughly understand you, your family and your assets, and then craft a plan to manage all assets you entrust to us — with the long-term goal of preparing your family to prosper and thrive across generations