As your financial situation evolves and increases in complexity, it becomes more difficult and more daunting to navigate the ever-changing economic environment alone. That’s when the expertise and advice of an experienced and knowledgeable financial professional can be an invaluable resource. M. P. Collins Wealth Advisor Alliance, LLC, a registered investment advisory affiliate of our firm, has a strategic alliance with Morgan Stanley.
Through our alliance with Morgan Stanley, you will benefit from our coordinated approach of assisting you in reaching your investment goals by integrating your investment and tax needs to enhance your overall financial strategy. Within this program, your trusted advisors at Collins & Ganley, PC remain your counselors as we evaluate, facilitate, and oversee opportunities to meet your needs.
We offer a broad range of services and the vast resources of Morgan Stanley including:
For more information on the services available through our alliance with Morgan Stanley, call Matt Collins at (412) 653-9600 or email Mr. Collins at email@example.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.
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For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.
This is a friendly reminder that the Q3 tax estimate payment deadline is coming up fast. Be sure to make your payment by September 15, 2018 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?
You need a Cloud Vault that allows you to securely communicate with your trusted advisors!
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