Smith Financial
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
107 Kilson Dr Ste 102, Mooresville, Nort...Phone Number
(704) 663-7040Website
www.smithfinancialnc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Smith Financial
Smith Financial Corporation is a financial services firm dedicated to helping clients build wealth and protect their hard-earned assets. We serve the needs of small business owners and key executives, as well as many individuals and families. We offer a full suite of products and services to meet your wealth strategies needs and insurance protection. We strive to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs. We also offer fee-based planning and managed accounts for those clients who want a more intimate and on-going management style. With over 20 years' experience, Smith Financial Corporation knows the financial services world. We believe in honest, clear and meaningful disclosure and we hold ourselves to the highest standards of ethics and integrity.Explore more
Smith Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2017
KS
Kevin SmithPrincipal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor
Company Profile Activity
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Smith Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Smith Financial Tech Stack
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Smith Financial Corporation is a financial services firm dedicated to helping clients build wealth and protect their hard-earned assets. We serve the needs of small business owners and key executives, as well as many individuals and families. We offer a full suite of products and services to meet your wealth strategies needs and insurance protectio... Read More
