Charles Schwab

Baum Smith Clemens is a trusted financial partner located in Lansdale, PA, specializing in strategic accounting, tax auditing, and advisory services. Since 1973, they have been dedicated to helping small businesses, family-owned enterprises, and nonprofits navigate financial complexities with personalized service and rapid response times. The firm offers a comprehensive range of services, including tax planning, accounting, audit assurance, and business advisory, all tailored to meet the unique needs of each client. Their commitment to building lasting relationships fosters trust, collaboration, and shared success, empowering clients to make informed financial decisions and thrive. Generated from the website

Established in 1935, Morgan Stanley is one of the world's leading financial institutions. The bank provides a variety of account options for individuals, which includes investment, retirement and business accounts. It provides investment solutions, financial advice, brokerage and portfolio management services to financial institutions, corporations, governments and individuals. The company offers various credit and lending products that include mortgage, home, customized term and commercial loans. Its asset management division provides asset management products and services in fixed income, alternative investments and private equities to institutional and retail clients. Headquartered in New York City, Morgan Stanley also maintains an office in Blue Bell, Pa.

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.