We are here to help you with unbiased advice that puts your interests first. Crawford Financial Planning & Consulting is a registered investment adviser located in Modesto, California. Crawford Financial Planning & Consulting may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
Marvexx Financial Services is local to Stanislaus County for in-person appointments and available remotely to clients nationwide. We provide bookkeeping, financial organization, and business support with a focus on honesty, accuracy, respect, patience, and care. Our goal is not to be “different” just for the sake of it. We believe these qualities should be the standard for accountants, bookkeepers, and tax professionals. Every client deserves to feel heard, respected, and supported. Whether you need help organizing your books, understanding your numbers, or getting your business finances in better order, we aim to provide clear guidance and educational support along the way. Our clients help us grow, and we want to help them grow as well. That is what Marvexx Financial Services strives for.
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Welcome to Merrill Lynch in Modesto, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As financial professionals, we can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early Are my investments working hard enough? What's the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
