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Kate P. Sweeney, CFP®, CIMA®

Morgan Stanley Smith Barney

120 Albany St
Ste 400
New Brunswick, NJ 08901-2163
Phone: (732) 435-2248
Fax: (732) 435-2255

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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