Morgan Stanley Wealth ManagementAdd to Favorites
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Genesis Gold Group
Serving the Tulsa area.
- HoursOPEN NOW
- Regular Hours:
Mon - Fri - Phones:
Main - 918-744-4603
Fax - 918-744-4646
ExtraTollFree - 800-234-5515
- Address:
- 2200 S Utica Pl Tulsa, OK 74114
- Link:
https://advisor.morganstanley.com/the-walker-wealth-management-group
- Categories
- Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Stock & Bond Brokers, Stock & Bond Transfer Agents
- Neighborhoods
- Terwilleger Heights, Garden District
General Info
As one of the world's leading financial institutions, Smith Barney provides cash management, financial planning, brokerage, estate planning, block trading and alternative investment services. With a branch in Tulsa, Okla., the company offers employee retirement plans and diversification and risk management services. It also deals in annuities, mutual funds and equities, as well as a selection of fixed-income products, including municipal bonds and government securities. Smith Barney has expertise in insurance, key-person and wealth planning, business succession and recapitalization, as well as mergers and acquisitions, private placements and leveraged buyouts. The full-service brokerage firm serves individual investors and small- and mid-sized businesses, as well as large corporations, nonprofit organizations and family foundations. Smith Barney is a division of Citigroup Global Capital Markets, which is a global, full-service financial firm that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world.