Sheffield Village office

Sheffield Village Office

5070 Waterford Drive
Sheffield Village, Ohio 44035

Toll-free: 1-866-417-4156
Phone: 440-934-8691
Fax: 419-625-3902

Sheffield Village Financial Advisors

If you're like most Americans, you've got your financial future in mind. Though the economy is growing, many workers are seeing a decline in the real value of their earnings. Though the real estate market may be surging in West Coast cities, in other places, it's flatlining. Stocks are rising, but you've got to have cash to invest and know where to place it. With all this in mind, did you know that you can profit from all of the rising trends in the economy from right here in Sheffield Village?

Benefits of Hiring Our Financial Advisors

Some financial firms want to pitch their customers on a one-size-fits-all solution. This may be more efficient for their office staff, but cookie-cutter solutions just don’t fit everyone’s unique financial needs.

At W.A. Smith, our process takes a personal approach in our consultations. Our advisors seek to understand the goals of each client. With these goals in mind, your advisor will construct a plan that suits your assets.

Our clients have specific timelines with specific goals in mind. Understanding this, your advisor can determine how much you need to invest and what the realistic payoff will be. Taking your goals and risk tolerance into account, your advisor can construct a plan using the appropriate asset types.

Our financial advisors offer a wide range of services, including:

  • 401(k) Rollovers
  • IRA Transfers
  • Long-Term Care Planning
  • Retirement Income Strategy
  • Wealth Preservation
  • Estate Conservation
  • Wealth Management
  • Income Planning
  • Tax Planning

Building an Investment Portfolio

No matter how you cut it, the best way to achieve goals like retirement or a trust fund is to build a hefty investment portfolio. But this can be overwhelming on your own, especially with a busy schedule.

To ease this burden, our seasoned financial advisors understand how to grow money over the long term and can lead you down the path of monetary success. And the best part is the special attention we offer everyone who walks through our doors - we’ll tailor financial plans to your specifics so you’ll feel like family, not just another client.

Even if you feel confident in your investing abilities, our advisors are trained to address the many nuances of your diversified portfolio. We tirelessly monitor the changes in the markets and make the necessary adjustments that lock in profits and cut losses. Indeed, over many years of service, our advisors have provided our Sheffield Village clients with quality financial services with our Retirement Tune-UpTM financial review.

We pride ourselves on helping our friends and neighbors achieve the financial freedom they deserve. For more information on completing a financial plan and a consultation, call our Sheffield Village team. We’d love to hear from you!  866-417-4156.

Need a second opinion? It all starts with the Ascend360™ planning process.

“You can never get a second opinion from those who gave you the first”

-Bill Smith, CEO