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Climer Wealth Management Group is a financial services firm located in Charlotte, NC. The firm provides a variety of services to clients, including retirement and estate planning, asset allocation and protection, social security and medicare planning, insurance, cash and liability management, coordination with family advisors, and financial education for heirs. The firm has a team of experienced professionals who are dedicated to helping clients achieve their financial goals.

Morgan Stanley, established in 1935, offers a wide range of investment and brokerage services to individual investors. The company offers a range of investment products that include stocks, bonds, mutual funds, annuities, futures, insurance policies and closed-ended funds. The company also offers a wide range of structured and alternative investment options. Additionally, it provides a variety of account options for individuals, which include investment, retirement and business accounts. Morgan Stanley also offers investor education and investment research services on stocks. The company also offers a variety of market research reports and information on initial public offerings. Morgan Stanley maintains an individual investors branch in Charlotte, N.C.