The Crestwell Group, LLC

Morgan Stanley, located in Rancho Santa Fe, Calif., provides various account and loan options to individual investors. The bank offers a wide range of investment and wealth management, financial advisory and brokerage services. The bank provides a wide range of investment products that include stocks, bonds, mutual funds, futures, insurance plans, annuities and closed-end funds. It also offers a range of insurance hedge fund, insurance and pension management services. Additionally, it offers a variety of financial planning services that include education, retirement and estate planning. Morgan Stanley also undertakes investor education and investment research services and offers online calculators and stock information.

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.

Financial West Group is a financial services firm based in Solana Beach, CA, providing a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized strategies and client relationships, the company aims to help clients achieve their financial goals and secure their financial future. Specializing in financial planning, retirement planning, and investment management, Financial West Group offers tailored solutions to meet the unique needs and objectives of each client. Committed to transparency and integrity, the firm strives to deliver comprehensive financial guidance and support to help clients navigate the complexities of the financial landscape. Generated from their business information