For over two decades, The Pulley Group at Morgan Stanley Smith Barney has guided clients through the challenging process of planning for their retirement. We are a trusted and established wealth management team that offers impartial strategies, thorough recommendations and exceptional client service. We strive to help you simplify your financial life while remaining focused on the most important goal: the security and protection of your financial future. Our success is based on exceeding your expectations.
We are pleased to announce that The Pulley Group at Morgan Stanley Smith Barney was recognized by The National Association of Board Certified Advisory Practices (NABCAP) as one of the 2011 Top Wealth Advisors in the Greater Bay Area. NABCAP is the first non-profit 501(c)(3) organization to create a discerning process to help identify the top quality advisory practices in order to better serve the investing community. The Premier Advisors list appeared in the March 4, 2011 issue of the San Francisco Business Times. For more details on the criteria for this honor, please see “In The Press”.
Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
Whenever the market is up or down 150 points, the 150 Point Letter posted under Investing and Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
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