History
Smith Brothers Financial, LLC was a spin-off of Smith Brothers. Smith Brothers was established in 1971 by two brothers, Bob and Brian Smith, who shared a vision for ethical, creative solutions that could help people confidently build a business, a life and a future. From the beginning, the Smith brothers forged relationships with each client to understand their unique goals, potential and risk exposure. Today, relationships are still the foundation of our business as we continue to work side-by-side with each client to help them realize their goals - however they define them.
Specialties
Comprehensive Financial Planning, Corporate and Non-Profit Retirement Plans, Investment Management and Allocation Review, Business Succession Planning, Retirement Planning, Estate Planning and Trust Management, Income Management and Planning, College Funding Solutions, Credit and Lending Reviews, Insurance Planning and Reviews Special Needs Planning,