Smedley Financial Services

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

102 S 200 E Ste 100, Salt Lake City, Uta...

Phone Number

(801) 355-8888

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Smedley Financial Services

Smedley Financial Services, based in Salt Lake City, Utah, has been assisting clients in achieving their financial goals since 1982. The firm specializes in financial planning, retirement planning, investment management, and insurance planning, with a unique focus on Lifetime Income strategies. Their services cater to a diverse clientele, including retirees and tech executives, emphasizing personalized financial security. Smedley Financial is committed to providing educational resources and tools to empower clients in their financial journeys.Explore more
Smedley Financial Services's Social MediaPopular SearchesSmedley Financial Services IncSmedley FinancialSmedley Financial ServicesSEC registered investment adviserSmedleyFinancial.comSIC Code 62,628NAICS Code 52,523Show more

Smedley Financial Services Org Chart

Roger Smedley, Chief Executive Officer at Smedley Financial Services
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Chief Executive Officer

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Sharla Jessop, President at Smedley Financial Services
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President

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JD
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President & Investment Chief & Strategist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smedley Financial Service...

<$5M
1-10
Private
<$5M
1982
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2006
ER
Emily ReissOffice Administrator
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
1995
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Smedley Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Smedley Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Smedley Financial Services.

Smedley Financial Services financials insights

Gather financial insights about Smedley Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Smedley Financial Services's Financials Insights

Smedley Financial Services Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Smedley Financial Services

What is Smedley Financial Services's official website?
Smedley Financial Services's official website is www.smedleyfinancial.com
What is Smedley Financial Services's Revenue?
Smedley Financial Services's revenue is <$5 Million
What is Smedley Financial Services's SIC code?
Smedley Financial Services's SIC: 62,628
What is Smedley Financial Services's NAICS code?
Smedley Financial Services's NAICS: 52,523
How many employees does Smedley Financial Services have?
Smedley Financial Services has 1-10 employees
What industry does Smedley Financial Services belong to?
Smedley Financial Services is in the industry of: Finance, Securities Trading
What is Smedley Financial Services competition?
Smedley Financial Services top competitors include: Ratcliff Financial Services, BACK9 Retirement Solutions, Bernicke Wealth Management, Crest Retirement Planning
What technology does Smedley Financial Services use?
Some of the popular technologies that Smedley Financial Services uses are: Microsoft 365, Cloudflare Security, Cloudflare DNS, Microsoft Exchange Online
How do I contact Smedley Financial Services?
Smedley Financial Services contact info: Phone number: (801) 355-8888 Website: www.smedleyfinancial.com
What does Smedley Financial Services do?

Smedley Financial Services, based in Salt Lake City, Utah, has been assisting clients in achieving their financial goals since 1982. The firm specializes in financial planning, retirement planning, investment management, and insurance planning, with a unique focus on Lifetime Income strategies. Their services cater to a diverse clientele, including... retirees and tech executives, emphasizing personalized financial security. Smedley Financial is committed to providing educational resources and tools to empower clients in their financial journeys.Read More

What are Smedley Financial Services social media links?
Smedley Financial Services Linkedin page Smedley Financial Services Twitter page Smedley Financial Services Facebook page
Is Smedley Financial Services a public company?
Smedley Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Smedley Financial Services

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