I recently met with my advisors at W.A. Smith Financial. The meeting was very informative and provided both a short-term and a long-term financial plan that meets my needs. I've been very pleased with the updates and the service that I get from Smith financial. I plan on a long and prosperous relationship with them. I highly recommend them as a great resource in meeting your financial goals!
July 2023
The team at W.A. Smith is 1st class all the way. From their Comprehensive Ascend 360 planning process to the awesome team that you encounter every time you interact with them, this organization is top-notch. Bill and His Leadership team (Andrew & Jarrett) have created a great culture for their employees and clients that can’t be beat. On a personal note, me and my wife work directly with Jarrett and he has been an absolute joy to get to know and to work with on our plans. We definitely worry less about our money and focus more on our life since we began working with this team.
July 2023
Thank you for inviting us to such a great evening. Drinks, food, info, and the speakers were all so enjoyed. And it is always great to meet with other clients. We had some good conversation at our table. Seems we all love cruising. So if WA Smith ever wants to do a cruise we think it could be a great time for all. Just a thought... read full review
I recently met with my advisors at W.A. Smith Financial. The meeting was very informative and provided both a short-term and a long-term financial plan that meets my needs. I've been very pleased with the updates and the service that I get from Smith financial. I plan on a long and prosperous relationship with them. I highly recommend them as a great resource in meeting your financial goals!
The team at W.A. Smith is 1st class all the way. From their Comprehensive Ascend 360 planning process to the awesome team that you encounter every time you interact with them, this organization is top-notch. Bill and His Leadership team (Andrew & Jarrett) have created a great culture for their employees and clients that can’t be beat. On a personal note, me and my wife work directly with Jarrett and he has been an absolute joy to get to know and to work with on our plans. We definitely worry less about our money and focus more on our life since we began working with this team.
Thank you for inviting us to such a great evening. Drinks, food, info, and the speakers were all so enjoyed. And it is always great to meet with other clients. We had some good conversation at our table. Seems we all love cruising. So if WA Smith ever wants to do a cruise we think it could be a great time for all. Just a thought... read full review