The Retirement Smith
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
1616 Stafford Ave, Fredericksburg, Virgi...Phone Number
(540) 371-9777Website
www.theretirementsmith.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Retirement Smith
The Retirement Smith provides investors custom-tailored investment strategies to meet short- and long-term needs. Our goal at The Retirement Smith is to help our clients realize their financial dreams by offering creative strategies through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Jeff Smith is legally obligated to put our clients' interests first. *Insurance offered through Jeffrey Smith, independent agent.Explore more
The Retirement Smith Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
1-10
Private
-
2001
SN
Samuel NewlandChief Compliance Officer & Investment Advisor & Representative & President
Company Profile Activity
Activity Insights
The Retirement Smith is experiencing very low activity levels compared to other companies in the Finance sector.
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The Retirement Smith is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Retirement Smith.
The Retirement Smith Tech Stack
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The Retirement Smith News & Media
Financial Literacy Month: The Simple Financial Checkup Everyone Should Do This Year--And Where to Save Now
Jeff Smith of The Retirement Smith dishes up a checkup list that will help everyone reduce spending FREDERICKSBURG, Va., April 8, 2026 /PRNewswire/ -- Most people in the country are in debt and have very little money saved, and things are only getting worse. With April being Financial...The Retirement Reality Check for the Middle Class: The Retirement Smith Breaks Down the Gaps in Retirement Planning
Fredericksburg Fiduciary Jeff Smith Breaks Down the Gaps in Retirement Planning Advice—and What Everyday Americans Actually Need to Know. FREDERICKSBURG, VA, UNITED STATES, July 2, 2025 /EINPresswire.com/ -- According to the National Council on Aging, a …
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The Retirement Smith provides investors custom-tailored investment strategies to meet short- and long-term needs. Our goal at The Retirement Smith is to help our clients realize their financial dreams by offering creative strategies through an open and transparent process utilizing both financial and insurance* solutions to achieve financial indepe... Read More
