Testimonials
Kevin H.
“W.A. Smith Financial has a great team that stays on top of the changing market conditions. Prepares their clients for possible political changes and what to consider in their investments.”
Brian A.
“W.A. Smith Financial has done great and I’ve had no problems. If I have a question I can call and get a timely answer.”
KKF
"Excellent. 10 of 10. Responsive, forward thinking, personable. Our advisor is willing to give his honest opinion."
KKF
“Our advisor calms the waters during turbulent times.”
Richard F.
“…This hard-working group not only works as a team but keeps us informed with online reports and includes us in decision making.”
Christopher and Peggy
“…They offer a vast knowledge of markets. A great company to partner with!”
Stephen F.
“We have been extremely pleased with W.A. Smith and our advisor. Informative, quick to respond, and our portfolio has done very well.”
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Questions we help you answer:
Will he/she be OK when I die?
Will I have to give things up?
Will my business succession plan work?
How do I create tax-efficient cash flow in retirement?
Am I taking too much/not enough risk with my investment portfolio?
How do I know when I've saved enough to retire?
Can I save more money annually on my taxes?
Is my current financial plan as efficient as it could be?
Our 5-Star Retirement Plan™ covers
Income planning
Investment strategy
Estate planning
Tax planning
Health care planning
The Fiduciary Standard
Our advisory team adheres to a “fiduciary standard,” putting the client’s best interests above everything else. We focus on creating a financial plan first, not on selling investments and financial products.
Here’s what the industry is saying about W.A. Smith Financial Group
Accolades through Crain’s Cleveland Business, Financial Advisor Magazine, and Inc. 5000 are awards that W.A. Smith Financial Group qualified for and are purchased placements.
Retirement Solutions with Bill Smith and Robin Swoboda*
Tune in Sundays at 11:30 am on WKYC 3 and on News 5 at 12:00 pm in Cleveland!
