Grifphon LLC

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.

UBS in Portland, OR, is a prominent player in global wealth management, offering a comprehensive suite of tailored investment services and solutions for individual investors and families. The firm also provides asset management capabilities across various asset classes, catering to private clients, intermediaries, and institutional investors. In addition to wealth management, UBS delivers advisory services and access to global capital markets for corporate and institutional clients, along with customized solutions for North American subsidiaries of Swiss corporations. The firm emphasizes its commitment to creating superior value for clients and shareholders while fostering a secure and sustainable environment. Generated from the website

Located in Portland, Ore., Morgan Stanley Smith Barney is one of the leading companies in the world specializing in wealth management. The company offers a wide range of products and services, such as brokerage and investment advisory services, financial as well as wealth planning, credit and lending, cash management, annuities, insurance, retirement and trust. Morgan Stanley Smith Barney caters to the needs of individuals, businesses and institutions. The company serves more than 550 corporate clients.