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Rockford Branch
Branch Location And Profile
James P. Meisch
First Vice President
Financial Advisor
Branch Manager
Financial Advisor
Branch Manager
2215 Perrygreen Way
Rockford, IL 61107
Rockford, IL 61107
tel: 815-637-8085
toll free: 800-786-2955
fax: 815-639-4111
toll free: 800-786-2955
fax: 815-639-4111
hours:
M-F
7:30 - 5:00
Educational Articles
At Morgan Stanley Smith Barney, we know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. We offer our clients intelligent counsel based on our research, intellect and hard work. Please review the articles below to learn more about the products and services available to our clients.
- IRA Rollovers: Stashing Your Retirement Nest Egg
- Planning Beyond the Numbers
- Cracking Your Nest Egg
- Retiring Right
- Preserving and Protecting: Planning for Individuals With Special Needs
- Time Is Money: Deciding When to Take Social Security
- Do You Know Who Your IRA Beneficiary Is—and Why It Matters?
- Seven Strategies for Investing During Volatile Markets
- Creating a Family Mission Statement
- Recognizing How You and Your Business Work Together
- Staggered Retirement: When One Spouse Leaves the Workforce
- For Some, Zero Capital Gains Tax Due
- A Generation of Financial Role Models by Women & Co.
- The Life Stages of Wealth: What You Should Consider Today and Tomorrow by Women & Co.
- Instilling Financial Values in Your Children and Grandchildren by Women & Co.
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.
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