Smith-Kastner Wealth Management
Finance · Alabama, United States · 1-10 Employees
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Overview
Headquarters
1800 Airport Rd, Opelika, Alabama, 36801...Phone Number
(334) 749-5001Website
www.smith-kastner.comRevenue
<$5 MillionIndustry
About Smith-Kastner Wealth Management
Smith-Kastner Wealth Management, LLC is a comprehensive financial planning firm based in the Southeast, serving clients for over 40 years. They offer a range of services including personal planning, insurance planning, retirement planning, asset management, and business financial planning. The firm focuses on affluent individuals and families, providing holistic financial solutions aimed at achieving sustainable financial independence and legacies. Their unique processes, such as Life Assurance 360, ARC, and RISK, help clients navigate their financial journeys effectively.Explore more
Smith-Kastner Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Smith-Kastner Wealth Mana...
<$5M
1-10
Private
-
1976
HS
Heather StewartCustomer Relations & Sales Support Head
Smith-Kastner Wealth Management Tech Stack
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Frequently Asked Questions Regarding Smith-Kastner Wealth Management
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Smith-Kastner Wealth Management, LLC is a comprehensive financial planning firm based in the Southeast, serving clients for over 40 years. They offer a range of services including personal planning, insurance planning, retirement planning, asset management, and business financial planning. The firm focuses on affluent individuals and families, prov... Read More
