At Smalley Investments - we help our clients live better financial lives. We combine personalized, one-on-one wealth advisory services with online tools to manage your entire financial life from one consolidated and secure place. We pull it all together and provide you with strategies & options. We are financial advisors, consultants, managers, and educators. We will help you get organized, consolidated, focused, and make sure that everything you have works well together to help you achieve your dreams. We provide fiduciary services and institutional investment management to organizations large and small. For more than fifteen years we have been managing institutional investments, including endowment funds, retirement plans, and workers' compensation funds. Talk to us to see how we can assist you in performing your fiduciary responsibilities and optimize your organization's investments. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Fixed insurance products and services are separate from and not offered through Commonwealth. Securities & advisory services offered through Commonwealth Financial Network®, Member FINRA / SIPC, a Registered Investment Adviser. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Smalley Investments 213 East Saint Joseph Street Lansing, MI 48933 (517) 487-4850 www.smalleyinvestments.com
View Top Employees from Smalley InvestmentsWebsite | http://www.smalleyinvestments.com |
Revenue | $436000 |
Employees | 6 (4 on RocketReach) |
Founded | 1999 |
Address | 213 E St. Joseph Street, Lansing, Michigan 48933, US |
Phone | (517) 487-4850 |
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Industry | Investment Management, Finance General, Finance |
Competitors | Balboa Wealth Partners, Inc., Integrity Financial Solutions, ML&R Wealth Management LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Smalley Investments employee's phone or email?
The Smalley Investments annual revenue was $436000 in 2024.
4 people are employed at Smalley Investments.
Smalley Investments is based in Lansing, Michigan.
The NAICS codes for Smalley Investments are [52393, 523, 5239, 52].
The SIC codes for Smalley Investments are [62, 628].