Smith Barney

Capital Securities Management is a financial services firm that blends the advanced technology of larger institutions with the personalized culture of regional firms, focusing on individual investors and their unique needs. With a commitment to freedom, flexibility, integrity, and individuality, they empower financial advisors to provide customized wealth management solutions across the Eastern Seaboard. The firm prides itself on its team-centric approach, viewing its professionals as its most valuable assets, and offers a diverse range of investment strategies tailored to meet clients' varied goals. Capital Securities Management operates from multiple locations, ensuring that personalized financial advice is accessible to clients from southern Florida to upstate New York. Generated from the website

Located in Wellesley, MA, Raymond James stands out as a financial services company dedicated to delivering customized wealth management services, investment banking expertise, asset management solutions, and capital market services. Catering to individuals, businesses, and municipalities, they offer a wide range of financial planning services, portfolio advisory strategies, investment research, and specialized assistance tailored to each client's unique objectives. Drawing on years of experience, their approach involves in-depth analysis and personalized attention, ensuring clients receive guidance that helps them navigate intricate financial landscapes. With a global presence and a strong community focus, Raymond James prioritizes prudent risk management while presenting clients with opportunities to expand, safeguard, and efficiently transfer their financial assets. Their commitment to providing attentive, purposeful, and objective-driven solutions underscores their dedication to assisting clients in achieving their financial goals effectively. Raymond James remains a reliable partner for those seeking comprehensive financial services that are both insightful and forward-thinking. Generated using this brand's available information

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.