Confluence Wealth Management

Located in Portland, Ore., Morgan Stanley Smith Barney is one of the leading companies in the world specializing in wealth management. The company offers a wide range of products and services, such as brokerage and investment advisory services, financial as well as wealth planning, credit and lending, cash management, annuities, insurance, retirement and trust. Morgan Stanley Smith Barney caters to the needs of individuals, businesses and institutions. The company serves more than 550 corporate clients.

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Edward Jones Investments, situated in Sandy, OR, is a financial services establishment that specializes in aiding individuals, families, and small businesses in achieving their financial aspirations through strategic investment strategies and comprehensive financial planning services. Their approach revolves around providing individualized recommendations, focusing on tailored solutions in investment management, retirement and estate planning, and educational savings initiatives. Boasting a network of dedicated financial advisors spanning the nation, Edward Jones prioritizes cultivating robust and enduring relationships between advisors and clients, ensuring personalized consultations and continuous assistance to equip clients for the various stages of life. At Edward Jones Investments, the emphasis lies in offering personalized care to each client, crafting unique financial plans instead of adopting a one-size-fits-all approach, thereby democratizing meticulous financial planning for a diverse range of investors. Generated using this brand's available information