We manage money for successful individuals and business owners. With a combined 60 years of financial experience, our team specializes in helping pre-retirees, retirees and business owners build strategies that allow them to reach their goals and achieve financial peace of mind. You may know Founder and CEO, Bill Smith, from his TV show with Robin Swoboda, or from his latest book, Retirement Tune-Up: Plan Well and Prosper in Retirement. In addition to training hundreds of financial advisors across the U.S., Bill has personally trained each wealth advisor on the W.A. Smith Financial team, ensuring you get the comprehensive guidance you deserve. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification. Insurance and tax planning services offered through W.A. Smith Financial, LLC. Robin Swoboda is a paid affiliate of the Bill Smith show.
View Top Employees from W.A. Smith Financial GroupWebsite | https://wasmithfinancial.com/disclosure/ |
Revenue | $6 million |
Employees | 22 (22 on RocketReach) |
Address | 4604 Timber Commons Dr, Sandusky, Ohio 44870, US |
Phone | (419) 626-8600 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 19 Million |
Keywords | Bill Smith Financial Planner, Wa Smith Financial Group, W A Smith Financial |
Competitors | Bay Harbor Wealth Management, Bollin Wealth Management LLC, Bussenger Financial Group, Selkirk Wealth Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular W.A. Smith Financial Group employee's phone or email?
The W.A. Smith Financial Group annual revenue was $6 million in 2024.
Leighton Medved is the Creative Director of W.A. Smith Financial Group.
22 people are employed at W.A. Smith Financial Group.
W.A. Smith Financial Group is based in Sandusky, Ohio.
The NAICS codes for W.A. Smith Financial Group are [523, 52393, 52, 5239].
The SIC codes for W.A. Smith Financial Group are [62, 628].