Morgan Stanley Smith Barney

Stifel, based in Hyannis, is a full-service brokerage and investment banking firm offering a 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 comprehensive solutions to meet their financial needs. With a focus on client satisfaction, Stifel is committed to delivering top-notch service and guidance in the world of finance. Generated from their website's infomation

Garrison Financial, affiliated with Raymond James, offers specialized guidance in retirement planning and charitable giving strategies, aiming to help clients achieve a balanced life. Their holistic approach assesses various elements of clients' financial and personal lives to create a tailored path toward their financial goals. With a team of Certified Financial Planner professionals, Garrison Financial utilizes advanced tools like Riskalyze to provide personalized insights and effective planning strategies. Their commitment to aligning clients' financial needs ensures a comprehensive service designed to maximize generosity and support ideal retirement outcomes. Generated from the website

Securities America Inc., now known as Osaic, offers a range of securities and investment advisory services through Osaic Wealth Inc., a registered broker-dealer and member of FINRA and SIPC. The firm operates as part of a broader network that includes multiple entities and marketing names, ensuring a diverse array of financial services catered to various client needs. The company is committed to providing clients with professional financial guidance through a variety of affiliated advisers and firms. All services offered are backed by a commitment to regulatory compliance and client protection through membership in industry-standard organizations. Generated from the website