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Morgan Stanley, founded in 1935, is one of the world's largest financial institutions that employ more than 54,000 employees in over 600 offices in nearly 30 countries. It offers a variety of financial products and services to individual investors, companies, institutions and government agencies. The company provides securities lending, financial counseling, capital introductions, business consultation and brokerage execution services. The services offered by the company also include alternative investments, securities underwriting, investment management and online trading services. In addition, the company undertakes financing, securitization, and trading of commercial mortgages and securities.

Strategic Financial Planning is an independent financial advisory firm based in Plano, Texas, specializing in holistic financial planning and wealth management. With a focus on aligning clients' finances with their vision and values, their fee-only, fiduciary approach ensures that clients' interests are always prioritized. Their comprehensive financial planning process guides clients towards achieving their goals while allowing them to live a meaningful and fulfilling life along the way. As one of the few fee-only CERTIFIED FINANCIAL PLANNER professionals in the industry, Strategic Financial Planning stands out for their commitment to providing objective and unbiased advice. With a dedication to helping clients navigate their life journey, they offer personalized solutions that address clients' unique financial needs and aspirations. By partnering with Strategic Financial Planning, clients can have the confidence and peace of mind that their financial matters are in capable hands.Generated from the website

American Financial & Retirement Services is a financial advisory firm based in Addison, TX, specializing in retirement planning and investment management. With a focus on helping clients achieve their financial goals, the company offers personalized strategies and guidance to navigate the complexities of retirement planning. Generated from their business information