Welcome
Before the opening bell. Before the evening news, before clients ask me for advice, I have a well thought-out plan in place. I'm prepared, I anticipate life's passages before my clients live them. Marriage, House, Family, College, Retirement, Legacy, I'm positioned. I know where I and my clients stand at all times. I'm a wealth of knowledge at a moment's notice. When the market moves, up or down, I invest with a strategy; not with a knee jerk reaction. And when my clients' lives inevitably change, I'm prepared. I'm positioned. I'm ready.
I am committed to consistently providing you with a variety of value-added services including:
- Offering personalized services with courtesy and responsiveness.
- Developing a long-lasting relationship with you through integrity, confidentiality and accountability.
- Providing more client education and information to help you make better decisions, protect your wealth and determine your financial destiny.
Ask me about Women and Company®, a program offered by Citigroup to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
FEATURED REPORT
BULLETIN BOARD
- Before you buy another CD, talk with us about our wide selection of CDs with competitive yields, and make a more informed investment.
- You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with a trusted advisor, we invite you to introduce your family, friends and business associates to our services and the resources that Smith Barney offers.
- At Smith Barney, we think about retirement as part of a bigger picture—your life. You should have the financial flexibility to make choices based on what you want to do, not what you have to do. We can work with you to develop a comprehensive plan to help you achieve the retirement you envision.
Alan J. Goldfarb is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MI, MT, NE, NJ, NM, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. 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.
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.
