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M.L. Stern & Co., Llc.


M.L. Stern & Co., Llc. is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Since 1980, M.L. Stern has been offering investors of substantial worth and their families the professional guidance and personal service necessary to grow, protect and transfer their wealth, and is a wholly owned subsidiary of Pacific Life Insurance Company. The firm has the resources to execute complex investment plans, no matter how ambitious your goals may be. They strive to offer the utmost in overall personal service and unparalleled professional advice. All of their Branch Offices have created a strong local presence within the communities they serve.

With their Wealth Management Services Group, you have a full Advisory Team working for you. This valuable team of respected professionals delivers expert, objective guidance and customized solutions relevant to your specific situation and has the capability to guide you to the successful achievement of your investment goals.

All team members are highly qualified professionals in their respective fields and bring to you a significant level of experience and expertise in the areas of Asset Management, Estate Planning, Life and Long Term Care Insurance, Trust Services and Charitable Giving, Retirement Planning, Mortgage Services, Business Succession and Valuation Planning, Business, Group Medical, and Disability Insurance, Alternative Investments and Private Placements.

As an M.L. Stern client you are entitled to receive Online Account Access, Delayed Quotes, Stock Screener, Market Snapshot, News and Press Releases, Editorial and Market Commentary, Mutual Funds, Historical Quotes, Charts and Graphs. They do not share your personal information with vendors or services not directly related to your account without your permission.

Their services are Tax Free Municipal Bonds Corporate & Convertible Bonds U. S. Treasury Bonds GNMA's & CMO's Open End Income Mutual Funds Closed End Income Funds Income Unit Investment Trusts, Preferred Stock, Common Stock Open End Equity Mutual Funds Closed End Equity Funds, Equity Unit Investment Trusts, Retirement and many more.

Their goal is to exceed your expectations. Helping you manage your money effectively is a singular focus for them. Their business is built around the belief that it’s not enough to simply meet your expectations.

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