Fifth Third Securities brings you personalized service combined withcomprehensive financial services to help preserve and grow your assets,protect your family, and help you create the lifestyle you want.Our objective is to help provide a path, connecting you to the future youdesire whether youre investing for financial growth, preparing to sendkids to college, planning for your retirement, or working toward another goal.The experienced Investment Professionals at Fifth Third Securities will workhard on your behalf to help bridge the gap between where you are, andwhere you want to go. As your situation or objectives change, your InvestmentProfessional is here for you to discuss ways to adapt your strategy.
As your local financial advisor affiliated with Eagle Strategies, I offer financial and investment advisory services. I can help you navigate the financial landscape and prepare for the future. Eagle Strategies LLC is a New York Life Company and a registered investment adviser. Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. CA Ins Lic #0C01237 AR Ins Lic #2650841
Summit Wealth Group in Brentwood, TN provides comprehensive financial planning and investment management for individuals, families, and business owners. Our team delivers personalized wealth management, retirement planning, tax strategies, and estate planning designed to bring clarity and confidence to your financial life. For ultra-high-net-worth families, our Family Office Services integrate every aspect of your financial world into one coordinated plan. We simplify complexity, help you make better decisions, and keep you focused on what matters most so you can live fully.
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Whether you are an investor seeking independent financial advice or looking to take the first step to building a financial plan we are the firm for you. Welcome to Gerber Kawasaki, a new generation of financial advisors. Using a holistic financial approach, we educate our clients on how to grow their assets and obtain financial independence. While many other firms exclusively serve a wealthy clientele, we welcome individuals and families at all stages of their wealth accumulation journey. We work with you to develop a financial plan and investment strategy that will help you achieve your goals. We build and manage all of our portfolios in house directed by our investment team led by CEO Ross Gerber. Through our investment strategies-combined with financial, tax and legal planning-we believe it is possible for clients to accumulate substantial wealth throughout their lifetime. With respect to clients, our mission is to provide the highest level of personal service and ethical standards. We combine the latest technology to help us manage our investments and communicate with you without sacraficing the high level of service we provide to our clients. Investment advice offered through Gerber Kawasaki Inc, an SEC Registered Investment Advisor. All investments involve risk and past performance is not indicative of future results. For our full disclaimer and a list of states in which we are registered to do business, please visit gerberkawasaki.com
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
