Sergio Saccoccio, Financial Advisor at Morgan Stanley

Through financial planning and customized investment portfolios, I am able to help clients prepare for their future.

Some of my services include:

Financial Planning
Retirement Planning
Tailored Investment Solutions
401(k) Rollovers
Corporate Retirement Plans
IRA's
Educational Planning Services
Deferred Compensation Planning
Lending Solutions
Estate Planning Strategies
Tax Planning
Inter-generational Wealth Transfer
Insurance/Risk Management
Long-Term Care Planning
Asset Preservation Planning

Disclaimers:
� 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via FaceBook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

NMLS#: 1275706