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Listing Details
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We provide comprehensive fee-only financial planning and investment management services. We integrate your financial goals to help you achieve financial security and independence.
Details: Our firm is registered with the U.S. Securities and Exchange Commission as a registered investment advisory firm. Brett Smith has been working as a Financial Planner and CPA for the past twenty years. Our mission is to partner with clients to establish and achieve financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve your wealth. Our clients realize that by coordinating and managing today's financial decisions, they can achieve their goals in the future. Our clients are highly motivated to work with a professional, highly-educated advisor, not a sales representative. We offer a free get-acquainted conference to prospective clients to discuss their financial objectives.
URL: brettrsmithassoc.com
Category: Financial Advice
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Rating: 5.00  (1 votes) Rate it |
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