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Roettger Gabelmann Group
at Morgan Stanley Smith Barney
Financial Advisors
10 Madison Avenue
Morristown, NJ 07962
tel: 973-993-4131
toll free: 800-554-9064
fax: 973-993-5275
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l - r: Andrew Roettger, Leslie Smith, H. Alan Gabelmann,
Theresa Kroom
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Welcome Meet Our Group Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisors, we will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of our long-term commitment to our clients.
Services
  • Asset Management
  • Endowments and Foundations
  • Corporate Pension Funds
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Futures
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Business Succession Planning
  • Professional Portfolio Management
  • Wealth Management
  • Structured Products
  • 401k Rollovers
Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life after retirement.
  • As Certified Financial Planners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to obtain reasonable returns within your risk tolerance while providing high quality of service.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Retirement Standard: Retirement Checklist (pdf)

At a Glance: Cash Management (pdf)

Retirement Standard: Lifestyle Review (pdf)
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