Welcome
The McNeely Group at Smith Barney provides comprehensive wealth management advice. Our focus is on how to help you grow, preserve and distribute your assets in the face of tumultuous financial markets and life-changing events. We can help you to seek a comfortable retirement, tackle long-term-care issues and reduce the impact of taxes and other factors that may erode your wealth over time.
Backed by the extensive resources of Smith Barney and Citi®, the McNeely Group is committed to finding that unique combination of products and services that helps you meet your goals.
When used wisely, borrowing can be beneficial to your total wealth management.
BULLETIN BOARD
- 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.
- Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
- Request a free Comprehensive Financial Plan by clicking on Request Appointment.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. 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.
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.
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.
