Associated Securities Corp

UBS Financial Services in Fresno, CA, emphasizes the importance of lasting relationships built on understanding clients' priorities and goals. With a commitment to providing customized financial strategies, UBS aims to be the primary source of financial advice for individuals and families, leveraging over 160 years of industry experience. The branch is led by Executive Director Jaspreet Jesse Puri, who brings over 15 years of experience in the financial services industry and is recognized among Forbes' Top Next-Gen Wealth Advisors. The team, including Director Lisa Monica, is dedicated to fostering client relationships and ensuring exceptional service within the wealth management sector. Generated from the website

Welcome to Merrill Lynch in Fresno, 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.

Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid sized- businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides consumer banking and credit, corporate and investment banking, securities brokerage and wealth management services. Smith Barney maintains a location in Fresno, Calif.