At Morgan Stanley Smith Barney, we know what''s behind the money you''ve earned. Our approach to investing is based on our time-tested way of doing business. It''s an approach that has helped our clients work toward their financial goals since we were established over a century ago.
I would encourage you to visit us at our new location downtown, which is reflective of our firm, one of the premium financial institutions in the world. Along these lines, I would also encourage you to talk with one of our highly-qualified Financial Advisors, who can conduct a thorough review of your personal situation to determine whether you are on track towards your financial goals. A few areas we can add value, aside from helping you manage your accounts, include:
• Lending
• Estate Planning
• Retirement Planning
• Education Planning
We look forward to seeing you.
- You can automatically reinvest your dividends in additional shares of the same stock through our dividend reinvestment service. Call us for details.
- As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.