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George H. Burdick,
CFP®, CLU®
First Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Portfolio Manager / Financial Advisor
100 Front Street
15th Floor
Worcester, MA 01608
15th Floor
Worcester, MA 01608
tel: 508-751-5602
toll free: 800-451-4027
fax: 508-791-3945
toll free: 800-451-4027
fax: 508-791-3945
Brochures
Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.
- Capital Strategies: Your Business Your Life - Transition and Liquidity Strategies for Business Owners (pdf)
- A New Retirement Opportunity: A Second Look at Roth IRAs (pdf)
- Women & Co.: Take Action - Join Women & Co. (pdf)
- At a Glance: GRATS Are Great When Interest Rates Are Low (pdf)
- Does the Stimulus Plan Benefit You and Your Family? (pdf)
- Why Plan for Long Term Care? (pdf)
- Women & Co. Take Action: Set and Achieve Your Financial Goals (pdf)
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.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
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.
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