Comprehensive wealth planning in Massena, New York

North Country Agency is a reputable finance and insurance agency located at 361 East Orvis Street in Massena, New York. With a commitment to providing top-notch financial services and reliable insurance coverage, North Country Agency serves individuals and businesses in the North Country region. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for assistance with investments, retirement planning, or insurance policies, North Country Agency is here to provide personalized solutions tailored to your specific needs. Visit their office today to learn more about the comprehensive services they offer.

Morgan Stanley Smith Barney is a finance institution located at 10 Phillips Street, Massena, New York, United States. Whether you need advice or prefer to invest on your own, they offer a range of solutions to meet your financial needs. Clients can choose from investing on their own to comprehensive financial planning, with access to easy-to-use tools and resources. Financial Advisors are available by phone to help plan for key life stages and events, or clients can collaborate with a dedicated Financial Advisor for ongoing planning and management. The institution also offers online trading with $0 commission for US-listed stock, ETF, and options trades. Certain accounts may have minimum asset levels and eligibility requirements. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC, which is a registered Broker/Dealer and Member SIPC. Additional information and important disclosures can be found on their website.