Financial Planning & Investment Services
M. P. Collins Wealth Advisor Alliance, LLC has a strategic alliance with Smith Barney and works closely with selected Financial Advisors on behalf of our clients. Through our alliance, you will benefit from our coordinated approach of assisting you in reaching your investment goals by integrating your investment needs with your tax needs to enhance your overall financial strategy.
This alliance provides our clients with a broad range of services and the vast resources of Smith Barney. Within this program, we remain as your counselor as we evaluate, facilitate, and oversee opportunities to meet your needs.
Through this arrangement, you will gain access to:
- A broad array of financial services
- A diverse selection of investment advisory portfolio management programs
- An experienced Financial Advisor
- The strong resources of Smith Barney, a NYSE member firm
- A variety of analytical and planning resources
For more information on the services available through our alliance with Smith Barney, call Matt Collins at (412) 653-9600 or email Mr. Collins at matt@collins-cpa.com to set an appointment.
Investment products are not a deposit; not FDIC insured; not insured by any federal government agency; not guaranteed by Citigroup. Smith Barney, M.P. Collins Wealth Advisor Alliance, or any affiliate; and, may be subject to investment risk, including possible loss of value.