Zephyr Group-Morgan Stanley

To provide family office resources for a small group of clients who have significant wealth and complex financial planning needs. The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to...

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.

Stifel, based in Greenwood Village, is a full-service brokerage and investment banking firm offering a wide range of financial services. The company caters to individual investors, professional money managers, businesses, and municipalities, providing securities brokerage, investment banking, trading, and investment advisory services. With a focus on delivering comprehensive financial solutions, Stifel is committed to meeting the diverse needs of its clients. Whether seeking investment advice or strategic financial planning, Stifel offers expertise and support to help clients achieve their financial goals. Generated from their website's infomation