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The Providence Group
at Morgan Stanley Smith Barney
Consulting Group
1 Citizens Plaza
Suite 600
Providence, RI 02903
tel: 401-276-5932
toll free: 800-556-7757
fax: 401-861-2470
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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
  • Professional Portfolio Management
  • Exchange Traded Funds
  • 401k Rollovers
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  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • 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.
  • Visit our municipal bond inventory under Key Links on the left to search our database to find the Fixed Income Securities we offer that complement your portfolio.
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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