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The Rooney, Blomberg Group
The Rooney, Blomberg Group
at Morgan Stanley Smith Barney
Portfolio Management
433 South Main Street
West Hartford, CT 06110
tel: 860-313-7126
toll free: 800-243-3154
fax: 860-313-7272
l - r: Robert Blomberg, Lela Subasic, James Rooney, Geoffrey Swanson
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Welcome Meet Our Group Services
Welcome

Our team exists to offer clients and their families’ financial advice tailored to their individual needs, goals and objectives.  We seek to offer high quality service and to become a trusted source of information regarding wealth management.  We are committed to building long term relationships with our clients to help them achieve a secure financial future.
Services
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Business Planning
  • Wealth Management
  • Insurance Services
  • Annuities
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  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
  • Whenever the market is up or down 100 points, the 100 Point Commentary posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.
  • We're delighted to make available to you the latest edition of our newsletter, Dialogues. Just click on the Our Viewpoint link on the left of the screen to obtain access to it. We hope you find it informative.
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

Global Investment Committee: Capital Markets Overview; 3rd Quarter 2009 (pdf)

On the Markets (pdf)

100 Point Commentary (pdf)
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