Smith Financial Corp

Insurance, Investing
Hours: A Premier Financial Adviser with 26 years experience. We specialize in fee only Wealth management and continue as your adviser throughout your financial journey. Money management, insurance, and estate planning are a cornerstone to a solid financial plan. We provide unbiased financial advice and pride ourselves with the highest ethical standards in the industry Financial decisions don't have to be complicated. We also provide employee benefits to many employers in the region including health insurance, retirement plans, and executive benefits. This gives us the knowledge and know how to integrate your financial plan with your benefit plan at work. Call us today for a free consultation to see if we can help you and your family.

• 3.38 miles

  

  Edward Jones - Financial Advisor: Roy E Boone, AAMS™ - 108 Argus Ln B, Mooresville Financial Consultant, Investing

1. Mooresville, North Carolina