Smith Barney- Citigroup in Greater Sun Center, Florida
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Business name: Smith Barney- Citigroup
Address:
100 North Tampa St., Suite 3000 Tampa Greater Sun Center, Florida 33602
Phone number: 813-227-2121
Fax number: 813-227-2070
Map:
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Email address:
Category: Financial
Description:
As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment objectives. Please feel free to call me at any time.
Services I can provide:
529 Plans
Alternative Investments
Asset Management
Business Planning
Cash Management
Estate Planning
Financial Planning
Fixed Income
Lending Services
Long Term Care Insurance
Municipal Bonds
Philanthropic Services
Retirement Planning
Wealth Management
*Also sponsor networking events and educational financial planning seminars at request.
*Serving the Greater Tampa Bay Area and will meet at locations convenient to you!
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