Jamie G. Smothers
Why pick this one
Jamie G. Smothers is a CFP® serving the Greater Triad Area with customized retirement, asset allocation, insurance, and tax-efficient investing plans.
Best for
- retirement planning
- tax-efficient investing
- asset allocation
- insurance and risk management
- Coordinating financial planning with tax and legal professionals
Specialties
- retirement planning
- asset allocation
- tax-efficient investing
- risk management
- insurance planning
- estate planning
Certifications
- Certified Financial Planner (CFP®)
- FINRA Series 7
- FINRA Series 66
- Bachelor's degree in Business Finance and Marketing from Greensboro College
What makes them different
- Has worked as a Financial Consultant since 2006
- Earned the Senior Financial Consultant role in 2020
- Creates customized financial plans and continues monitoring and updating them
- Coordinates with clients' tax and legal professionals
- Serves the Greater Triad Area
- Serves
- Greensboro, Winston-Salem, High Point
Distilled from this business's own website.
Contact & Location
- Address
- 1414 W Northwood St, Greensboro, NC 27408
- Phone
- 3364124259
- Website
- https://foundation.firstcitizens.com/nc/greensb...
- jamie.smothers@firstcitizens.com
Services
- comprehensive financial planning
- investment planning
- retirement planning
- insurance planning
- risk management
- estate planning
- tax coordination