Capital Research Brokerage Services

Bender Robert & Associates, established in California in 1972, specializes in providing investment management services tailored for high-net-worth individuals and small institutions. The firm focuses on managing equity and balanced asset portfolios aimed at capital appreciation in both domestic and international markets. Registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940, Bender Robert & Associates is also a member of the Investment Counselors Association of America. The firm offers a variety of investment strategies, including equity growth, blended strategies, and dividend income strategies, to meet the diverse needs of its clients. Generated from the website

Erb Wealth, located in Pasadena, CA, is dedicated to helping clients achieve their retirement dreams through comprehensive wealth planning strategies. Their services include retirement income strategies, wealth management, and asset protection, ensuring that clients can prepare for and enjoy their retirement with confidence. In addition to financial management, Erb Wealth offers guidance on legacy planning and provides referrals for estate planning, tax planning, and charitable giving. With a commitment to personalized service, they strive to be a trusted partner in all areas of wealth planning for their clients. Generated from the website