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The Rooney, Blomberg & Swanson Group
The Rooney, Blomberg & Swanson 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

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.
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  • Business Planning
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  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
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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FEATURED REPORTS

2009 Annual Limits: Relating to Financial Planning (pdf)

100 Point Commentary (pdf)

Equity Market Weekly (pdf)
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