Investment or Brokerage Firm

An investment or brokerage firm is a business that provides customers with the ability to purchase and sell securities such as stocks, bonds, mutual funds, and other investments. Investment firms offer financial guidance and services such as portfolio management, retirement planning, tax planning, and estate planning. They also offer research and analysis on investments to help customers make informed decisions. Brokerage firms also facilitate the trading of securities between buyers and sellers, providing trading execution and clearance services.