Life Goals Asset Management LLC

Securities America, now operating as Osaic Securities, offers a range of securities and investment advisory services through its various affiliated firms, including Osaic Wealth Inc., Osaic Institutions Inc., and Triad Advisors LLC. These entities are registered broker-dealers and investment advisers, members of FINRA and SIPC, ensuring compliance with industry regulations. The firm emphasizes the independence of its affiliated entities and marketing names, providing clients with a diverse selection of financial products and services. Advisory programs are sponsored by VISION2020 Wealth Management Corp, an affiliated registered investment adviser, highlighting the firm’s commitment to comprehensive financial solutions. Generated from the website

Stifel Nicolaus & Company Incorporated, headquartered in West Harrison, NY, is recognized as the leading wealth management firm for employee advisor satisfaction, as awarded by J.D. Power in 2024. The firm is dedicated to supporting financial advisors with a seamless transition process, comprehensive resources, and a technology platform designed to enhance client relationships and operational efficiency. With a focus on growth, Stifel provides a wide array of services including investment products, wealth planning, and alternative investments, all backed by nationally recognized research. The firm prides itself on fostering an entrepreneurial spirit among its advisors, ensuring they have the tools and support necessary to thrive in a competitive market. Generated from the website

Morgan Stanley Wealth Management in Purchase, NY is a financial services firm that provides investment advisory services and wealth management solutions to individuals and institutions. With a focus on helping clients achieve their financial goals, the firm offers a range of services including financial planning, investment management, and retirement planning. Generated from their business information