Calfee Financial Advisors

Matt Puflea - Raymond James in Solon, OH, stands as a financial services destination known for its tailored wealth management services and comprehensive financial planning offerings. Catering to a diverse clientele comprising individuals, businesses, and municipalities, this establishment excels in portfolio advisory strategies, investment research, and specialized assistance aligned with specific client goals. Drawing on extensive experience, their approach involves detailed analysis and personalized support to guide clients through intricate financial landscapes. At Matt Puflea - Raymond James, a focus on prudent risk management underscores their commitment to providing avenues for clients to nurture, safeguard, and efficiently transfer their financial assets. Their global reach is complemented by a community-centric ethos, ensuring that each client receives attentive, purposeful, and objective-driven solutions. By blending expertise with a personalized touch, this establishment remains dedicated to empowering clients to make informed financial decisions and achieve their wealth management objectives. Generated using this brand's available information

Morgan Stanley is a securities brokerage company that provides financial services to clients. Its institutional equity division is a global leader in the origination, distribution and trading of equity and equity-linked and derivative securities. The company has a fixed income team that deals in various financial products, including derivatives, commodities, and interest rate, currency and credit products. It offers a range of services, such as investment banking, securities dealing and 24-hour access to the world's financial futures markets. With connectivity to more than 40 exchanges in 26 countries, Morgan Stanley specializes in futures and options trading and execution and clearing services. The company was founded in 1935.

Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs a...