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With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Global Wealth Advisors, based in Lewisville, TX, is a financial services firm dedicated to providing personalized wealth management, estate planning, and tax reduction strategies for affluent individuals and business owners. With a specialized focus on high-net-worth clients, their team offers a comprehensive 3P planning approach that adapts to the evolving needs of clients as they build families, prepare for retirement, and manage business growth. The firm prides itself on cultivating strong relationships with clients, ensuring a collaborative environment where financial aspirations can be pursued with confidence. Their services encompass risk management, retirement planning, and assistance to loved ones, all tailored to deliver a customized financial roadmap for each client. Generated from the website

In operation for more than 50 years, Bear Stearns offers a range of wealth management and investment advisory services. The company provides various market research and analytical solutions. It offers a variety of trade execution and portfolio and money management services. Bear Stearns provides brokerage solutions for various capital market products, including stocks, bonds and mutual funds. The company also offers account consultation, asset allocation and management services. It provides several types of investment counseling, tax and estate planning, and stock and tax management services. In addition, Bear Stearns offers retirement planning, investment banking and lending solutions. The company serves various consumers, businesses and institutions. It is a division of J.P. Morgan, which is one of the leading financial firms and research franchises in the world.