Morgan Stanley Wealth Management

More Info

General Info

As one of the world's leading financial institutions, Smith Barney provides cash management, financial planning, brokerage, estate planning, block trading and alternative investment services. With branch locations in Pasadena, Calif., the company offers employee retirement plans and diversification and risk management services. It also deals in annuities, mutual funds and equities, as well as a selection of fixed-income products, including municipal bonds and government securities. Smith Barney has expertise in insurance, key-person and wealth planning, business succession and recapitalization, as well as mergers and acquisitions, private placements and leveraged buyouts. The full-service brokerage firm serves individual investors and small- and mid-sized businesses, as well as large corporations, nonprofit organizations and family foundations. Smith Barney is a division of Citigroup Global Capital Markets, which is a global, full-service financial firm that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world.

Extra Phones

Phone: (626) 683-4600

Phone: (626) 584-4603

Fax: (626) 449-7121

TollFree: (800) 488-1240

AKA

Morgan Stanley Smith Barney

Other Links

http://morganstanley.com

https://advisor.morganstanley.com/the-guardian-group?y_source=1_MTA4MjI4MjEtNDYyLWxvY2F0aW9uLndlYnNpdGU

Categories

Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Stock & Bond Brokers, Stock & Bond Transfer Agents

Reviews

Details

Phone: (626) 449-1240

Address: 55 S Lake Ave, Pasadena, CA 91101

Website: http://morganstanley.com