The Smith Group

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

149 Crepe Myrtle Dr, Aiken, South Caroli...

Phone Number

(803) 649-6645

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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1

About The Smith Group

The Smith Group specializes in comprehensive financial planning services, including retirement planning, investment advice, tax services, estate planning, social security strategies, and Medicare supplements. They aim to provide clients with a well-coordinated financial plan that ensures financial freedom and secures their retirement. Their intended clients are individuals seeking expert guidance in orchestrating various financial aspects of their lives. The company operates in South Carolina, leveraging its affiliation with Integrated Planning LLC, a registered investment advisor.Explore more
The Smith Group's Social MediaPopular SearchesThe Smith GroupSmith Tax Advisory GroupSmith Group Tax & Wealth AdvisorsThe Smith Group Tax Wealth AdvisorsV/ the Smith Group Tax Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

The Smith Group Org Chart

PhoneEmail
HM
United States flag for contact location.

Manager, Marketing & Operations

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Smith Group

<$5M
1-10
Private
-
2003
HM
Hope MullinsManager, Marketing & Operations
<$5M
11-50
Private
-
1998
CD
Christopher DorsettCertified Financial Planner
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Smith Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Smith Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Smith Group.

The Smith Group Tech Stack

A closer look at the technologies used by The Smith Group

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Frequently Asked Questions Regarding The Smith Group

What is The Smith Group's official website?
The Smith Group's official website is www.tsgwealth.com
What is The Smith Group's Revenue?
The Smith Group's revenue is <$5 Million
What is The Smith Group's SIC code?
The Smith Group's SIC: 62,628
What is The Smith Group's NAICS code?
The Smith Group's NAICS: 52,523
How many employees does The Smith Group have?
The Smith Group has 1-10 employees
What industry does The Smith Group belong to?
The Smith Group is in the industry of: Finance, Securities Trading
What is The Smith Group competition?
The Smith Group top competitors include: Vertex Capital Advisors, Copper Canyon Wealth Management, Murphy Wealth Management, Brown Financial Advisors
What technology does The Smith Group use?
Some of the popular technologies that The Smith Group uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Microsoft 365
How do I contact The Smith Group?
The Smith Group contact info: Phone number: (803) 649-6645 Website: www.tsgwealth.com
What does The Smith Group do?

The Smith Group specializes in comprehensive financial planning services, including retirement planning, investment advice, tax services, estate planning, social security strategies, and Medicare supplements. They aim to provide clients with a well-coordinated financial plan that ensures financial freedom and secures their retirement. Their intende... d clients are individuals seeking expert guidance in orchestrating various financial aspects of their lives. The company operates in South Carolina, leveraging its affiliation with Integrated Planning LLC, a registered investment advisor.Read More

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

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