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Home > Financial Services > Accountants > Smith Barney
Smith Barney
Smith Barney is a division of Citigroup Global Markets Inc., a global, full service financial firm that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world. Their clients range from individual investors to small and mid sized businesses, as well as large corporations, non-profit organizations and family foundations.
Through the full range of affiliated Citigroup companies, they provide an end to end platform of financial services everything from cash management to financial planning, brokerage services, estate planning and block trading and alternative investments, in addition to M&A advisory services for middle market privately held companies. They are also one of the nation's leading providers of defined benefit and defined contribution plans, as well as corporate stock plan services and administration.
Smith Barney offers business banking services such as loans and lines of credit against home equity or securities, as well as hybrid loans that allow borrowing against the combined value of eligible securities and residential real estate. Smith Barney also offers equipment leasing, franchise financing and commercial real estate financing. Business Financial Management Account every business owner knows, the more money your business makes, the harder it is to keep track of. A Business Financial Management Account helps you tend to your company's daily finances and still have the time to cultivate new business.
Employee Retirement Plans is qualified retirement plan provides tax savings, a systematic way to save, tax deferred growth and in some cases, tax deductible contributions. It can also serve to attract and retain quality employees. Your Financial Advisor can tailor a plan to help you meet the needs of you, your business and your employees.
Financial Analyses want to address a specific aspect of your financial life, such as education funding or insurance; your Financial Advisor can provide you with a targeted financial analysis. These include Net worth Analysis, Asset Allocation Analysis, Insurance Analysis, Education Funding Analysis, Employee Stock Option Analysis, Retirement Plan Distribution Analysis, Retirement Analysis, Estate Planning Analysis etc. They view every client relationship like a partnership, and truly believe that their success is a result of your success.
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