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The Yelen Hazzouri Group
at Morgan Stanley Smith Barney
Financial Advisors
1065 Highway 315, Suite 401
Cross Creek Pointe
Wilkes-Barre, PA 18702
tel: 570-821-1800
toll free: 800-342-2393
fax: 570-822-2303
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Welcome

Personalized service and comprehensive long range wealth planning are the focus of our relationships with clients. Our objective is to tailor a wealth strategy specific to each client's needs and integrate investment management with lifestyle management, liability management and risk management. We begin by developing a thorough understanding of each client's current financial picture - aging parents, children off to college, retirement approaching, businesses to grow, businesses to exit, the fruits of a life's work to savor and, perhaps, to pass on to the next generation. We bring clarity to your financial picture by helping you to define and articulate your goals and objectives. Together, we will develop a plan and coordinate it with tax and estate planning considerations. Being a client of ours means working together to understand your needs and concerns. We are dedicated to a single mission: defining your personal financial goals and helping you to achieve them.
Services
  • Asset Management
  • Estate Planning
  • Endowments and Foundations
  • Financial Planning
  • Lending Services
  • Retirement Planning
  • Long Term Care Insurance
  • Education Planning
  • Insurance Services
  • Life Insurance
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  • Please see Our Viewpoint on the left for a copy of our latest Newsletter.
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

On the Markets (pdf)

IRAs: Powering Your Retirement (pdf)
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