SmithSandlin Wealth Planning
Why pick this one
SmithSandlin Wealth Planning offers personalized financial strategies and has over 100 years of combined experience serving clients in Raleigh.
Best for
- individuals seeking retirement planning
- families needing estate planning assistance
- clients looking for comprehensive financial management
Look elsewhere if
- budget-sensitive clients needing minimal financial guidance
- those seeking quick, one-time investment advice
Specialties
- retirement strategies
- long-term care planning
- estate planning
Certifications
- Certified Financial Planner (CFP®)
What makes them different
- over 100 years of combined experience
- proactive communication through calls and emails
- offers personalized financial strategies
- affiliated with LPL Financial
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3739 National Dr Ste 225, Raleigh, NC 27612
- Phone
- 9842685960
- Website
- https://sswp.lpl.com/
- SmithSandlin@lplfinancial.com
Services
- financial planning
- investment management
- tax planning