Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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.
