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The Dubie Group
The Dubie Group
at Morgan Stanley Smith Barney
Financial Advisors
69 Swift Street
P.O. Box 1095
South Burlington, VT 05402
tel: 802-658-2424
toll free: 800-446-0193
fax: 802-860-1623
l - r: Julie Braun, Christopher Dubie, Julie DeSpirito
Email Us
Welcome Meet Our Group Services
Welcome

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. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Services
  • Investment Policy Statements
  • Corporate Retirement Plans
  • 401k Rollovers
  • Business Succession Planning
  • Wealth Management
  • Defined Contribution Plans
  • Financial Planning
Bulletin Board
  • As a business owner, are you satisfied with your 401(k) plan? We can work together to put into place an appropriate and cost-effective qualified retirement plan for your business.
  • Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery.
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

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