Charles Schwab

New Investor World, based in Plano, TX, specializes in estate planning, retirement planning, and business planning for high net-worth individuals and high-income earners. Their unique leverage strategy, backed by some of the largest financial institutions in the country, aims to sustainably enhance clients' financial situations while reducing out-of-pocket costs. With a focus on client-centered solutions, NIW offers a range of strategies such as the Kai-Zen Tri-Zen Leveraged Savings Plan and Premium Finance Rescue to help clients pass down wealth, protect assets, and address key business issues. Committed to changing the culture of the life insurance industry, NIW aims to provide sustainable financial solutions for generations to come.Generated from the website

Crescent Securities, based in Plano, TX, has been a trusted name in capital markets since 2001, offering innovative solutions to help clients manage risk through solid relationships. Specializing in managing broker-dealer corporate finance, BD and RIA services, and alternative investments, Crescent Securities Group, Inc. provides valuable resources and insights to assist investors in navigating the complexities of the financial market.Generated from the website

Morgan Stanley Smith Barney in Plano, TX is a financial services firm that offers a range of investment and wealth management services to individuals and businesses. With a focus on providing personalized financial solutions, the company assists clients in achieving their financial goals through strategic planning and investment advice. Generated from their business information