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Founded in 1971, Baker & Company is a discount broker and a member of the New York Stock Exchange. The company provides direct access service to all major exchanges, excess SIPC coverage and low commission rates. Available account types include individual, joint-with rights of survivorship, corporation, partnership, investment club, transfer on death, sole proprietor, uniform gifts to minors, estate, trust, guardian, individual retirement, IRA-outside trustee, IRA rollover, SEP-IRA, education IRA, roth IRA, profit sharing and investment access accounts. It also provides check writing access and Visa Gold check card with rewards. Baker & Company is a member of the NASD and S. I. P. C. It is headquartered in Cleveland.

Stifel in Westlake is a full-service brokerage and investment banking firm offering a range of financial services. They cater to individual investors, professional money managers, businesses, and municipalities with services such as securities brokerage, investment banking, trading, and investment advisory. The company provides comprehensive financial solutions to meet the diverse needs of their clients, ensuring they receive personalized and expert guidance. With a focus on delivering quality service, Stifel in Westlake is dedicated to helping clients achieve their financial goals. Generated from their website's infomation

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.