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The Morgan McReynolds Group
at Morgan Stanley Smith Barney
Financial Advisors
493 Chestnut Street
Oneonta, NY 13820
tel: 607-432-5000
toll free: 800-962-2357
fax: 607-432-5043
Email Us
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
  • Estate Planning
  • Endowments and Foundations
  • Corporate Pension Funds
  • 529 Plans
  • Corporate Trust Services
  • Business Planning
  • Cash Management
  • Business Succession Planning
  • Professional Portfolio Management
  • Education Planning
  • Corporate Retirement Plans
  • 401k Rollovers
  • Defined Contribution Plans
  • Insurance Services
  • Annuities
  • Financial Planning
  • Long Term Care Insurance
  • Municipal Bonds
  • Planning for Special Needs Individuals
Bulletin Board
  • Is your cash working hard enough? Our federally insured CD program can offer you competitive rates. Talk to us for details.
  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
  • In our continuing effort to bring you the best thinking and analysis on investing, join us Tuesday, Nov. 17 at 4:00 p.m. ET, when Chief Investment Officer Jeff Applegate will host a client call with Nouriel Roubini, professor of economics at New York University's Stern School of Business and cofounder and chairman of RGE Monitor. Professor Roubini, who is also known as "Dr. Doom" for presciently identifying the credit and housing bubbles, will share with us his outlook for the global economy and the markets in what is sure to be a lively discussion.

    Participant Toll-Free Dial-In Number: (866) 502-2427
    Conference ID Number: 40144573
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.
FEATURED REPORTS

Choosing a Retirement Plan for Your Business (pdf)

A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)

On the Markets (pdf)
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Morgan Stanley Smith Barney
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