Morgan Stanley is one of the largest global financial services firms that provide a wide range of investment banking, securities, wealth management and credit services to clients. Founded in 1935, it offers a variety of financial products and services, such as financial and wealth planning, credit and lending, banking and cash management, and brokerage and investment advisory services. The services provided by the firm include retirement planning and financial consultation. It also provides a variety of insurance-related products that include mutual funds, annuities and insurance plans. It serves its clients worldwide, including corporations, government agencies, institutions and individuals from more than 600 offices in 31 countries. The firm maintains a location in Modesto, Calif.
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
Ronda Finister is a Licensed Financial Representative with Primerica serving STOCKTON and its surrounding areas.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
