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The Fortress Group
The Fortress Group
at Morgan Stanley Smith Barney
Financial Advisors
One Penn Plaza
43rd Floor
New York, NY 10119
tel: 212-643-5781
toll free: 800-223-4565
fax: 212-714-2546
l - r: Charles T. Goldberg, Lane H. Katz
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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
  • Asset Management
  • Family Consulting
  • Alternative Investments
  • Retirement Planning
  • Qualified Retirement Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Wealth Management
  • Education Planning
  • 401k Rollovers
  • Annuities
  • Life Insurance
Bulletin Board
  • Please contact us for a Complimentary Portfolio Review.
  • The finest compliment we can receive is a referral from our friends and clients.
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.
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.
FEATURED REPORTS

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