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The Morgan McReynolds Group
at Morgan Stanley Smith Barney
Financial Advisors
493 Chestnut Street
Oneonta, NY 13820
tel: 607-432-5000
toll free: 800-962-2357
fax: 607-432-5043
Email Us
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
  • Estate Planning
  • Endowments and Foundations
  • Corporate Pension Funds
  • 529 Plans
  • Corporate Trust Services
  • Business Planning
  • Cash Management
  • Business Succession Planning
  • Professional Portfolio Management
  • Education Planning
  • Corporate Retirement Plans
  • 401k Rollovers
  • Defined Contribution Plans
  • Insurance Services
  • Annuities
  • Financial Planning
  • Long Term Care Insurance
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  • Is your cash working hard enough? Our federally insured CD program can offer you competitive rates. Talk to us for details.
  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
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.
FEATURED REPORTS

On the Markets (pdf)

At a Glance: FDIC Insurance and Bank Deposit Program Highlights (pdf)

Simple IRA: A Choice Benefit to Attract and Retain Valuable Employees (pdf)
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Morgan Stanley Smith Barney
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