Smith Financial Corp
Financial Advising
Why pick this one
Smith Financial Corp has over 27 years of experience in wealth management and offers personalized financial consulting services in Mooresville.
Best for
- individuals preparing for retirement
- business owners requiring employee benefits planning
- clients needing personalized financial strategies
Look elsewhere if
- looking for low-cost financial services
- needing generic one-size-fits-all financial advising
Specialties
- retirement planning
- insurance and risk management
- estate planning
- employee benefits
- business succession planning
Certifications
- Accredited Investment Fiduciary (AIF)
What makes them different
- over 27 years of experience in wealth management
- personalized financial consulting services available on subscription or hourly basis
- focused on business owner strategies and employee benefits
- commitment to ethical standards and meaningful disclosure
- continuous educational material updates on financial issues
- Years in business
- 27
- Serves
- Mooresville
Distilled from this business's own website.
Contact & Location
- Address
- 107 Kilson Dr, Mooresville, NC 28117-8182
- Phone
- +17046637040
- Website
- http://www.smithfinancialnc.com/
- Derek@smithfinancialnc.com
Services
- financial advising
- investment management
- business planning
- personal financial consulting
- fee-based planning