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Patrick J. Lenahan & Patrick J. Lenahan III
Patrick J. Lenahan & Patrick J. Lenahan III
at Morgan Stanley Smith Barney
Financial Advisors
1065 Highway 315, Cross Creek Pointe
Suite 401
Wilkes-Barre, PA 18702
tel: 570-821-1800
toll free: 800-342-2393
fax: 570-822-2303
l-r: Patrick J. Lenahan, Patrick J. Lenahan III
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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
  • Estate Planning
  • Alternative Investments
  • Financial Planning
  • Lending Services
  • Retirement Planning
  • Municipal Bonds
  • Long Term Care Insurance
  • Education Planning
  • Insurance Services
  • Certificates of Deposit
  • Endowments and Foundations
  • Philanthropic Services
  • 529 Plans
  • Professional Portfolio Management
  • Corporate Retirement Plans
  • 401k Rollovers
  • Trust Services and Accounting
  • Wealth Management
Bulletin Board
  • It has been a pleasure working with all of our clients over the past several years. We appreciate the time and the commitment that each client has made to their own financial well-being.
  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • Is your cash working hard enough? Our federally insured CD program can offer you competitive rates. Talk to us for details.
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.
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