Our clients’ experiences speak to our commitment to thoughtful planning and trusted guidance. Explore how individuals and families have felt empowered and supported on their financial journeys with W.A. Smith Financial Group.
Very prepared and knowledgeable folks to work with. Very comfortable and at ease knowing that my wife and I have no financial worries whatsoever. Thank you W.A. SMITH
Our experience has been rewarding and educational. We are confident in your advice and direction. We are secure in our and our heirs' future. Cannot thank you enough.
Nothing less than stellar in every aspect from initial meetings to the present!!
I was interested in the company after watching episodes on TV Sunday mornings before Browns games. Made an consultation appointment and met with Andrew Toccaceli. He completely and wholeheartedly earned our trust and respect. He is the future of W.A. Smith and he is the reason we put our faith in the company. Everyone we have dealt with to date has been understanding, professional, and have gone above and beyond to help us any way they could. Jacob Kinsley is so vigilant with updating us on changes to our plan and gives us the opportunity to view our opinion and has the patience to explain everything to us and work our money to our best interest. We even found out that one of you employees used to play on a little league team I had coached years ago.It was so nice that he remembered me and went out of his way to Hi and for us to reminisce. The company is class from the top of the leader chain to the bottom.An absolute great experience and we tell everyone we know how happy we our with your services.
One of the best phone calls I ever made and was introduced to Jacob. In a nutshell: I've had very success dual careers in management and education.I am 87 retired from BP America and also have small home based photo restoration and digital imaging business. My husband died 7 years ago. We had financial plans. Since my lifestyle had now changed and I was single and independent and was living a solid life in my own home with my 3 adult children scattered in Ohio, California and Virginia. I watched your TV shows on Sundays as I had my Sunday Brunch. Began thinking: now I'm alone, etc. etc. maybe I should have my financial status reviewed to make sure my new goals and finances are complementing each other. Working with Jacob: clear understanding of what I have, what I need-will need; what about my small business, etc. There is a lot of detail in between but in summary, with his guidance and working together: I sold my Highland Hts house; am happily living in Judson Manor in University Circle independent living; they were happy to have me and my MAVZPIX Photo Art Studio in my apartment. I've since been giving presentations to residents about photography and technology; curated a "Digital Art Exhibition" at Judson; replicated this at Judson Park Apartments. W.A.Smith is a group who helped me with continued success in my personal life, researched and provided me with excellent detailed info to help me make the kind of decisions needed at this stage in my life. And by the way I have new financial plans in place. They go well beyond "financial numbers" plans, rather I find Jacob and team to be an integral part of my personal life team! At Judson I'm known as the "photo lady" and have been featured in the Judson blog and other of their marketing programs. In short: I'm a very successful retiree, living a comfortable life, with confidence and trust in Smith as part of My Life Team! Mary Alice Valvoda - "Photo Lady"
My experience working with W.A.Smith Financial has been truly awesome. My husband, John, and I initially met with Jarrett Lang. I think it was in the early months of 2020 during the Covid pandemic , so our meetings were done via Zoom calls. He developed a very comprehensive plan for us, even though the majority of our money was still tied up in my 401K and pension. We subsequently worked with a few different advisors, but have been working with Nate Fockler on Jarrett’s team for the last few years. My husband retired at age 62 in 2020. My initial plan was to work until I turned at least age 62, maybe longer (which would have been in 2024). We were going to travel and enjoy time with our friends & family. But life doesn’t always follow the plan we set….and based on several factors at my company, I made the decision (with Nate’s help) to retire early at age 60 in Nov 2022. Fast forward 6 months, and we received the devastating news that my husband John was diagnosed with stage 4 cancer. It was a blessing in disguise that I was already retired and able to spend the next 8 months taking care of him until his death at age 65 on February 14, 2024. The folks at W.A.Smith were so kind and compassionate. They checked in on us, sent personal, hand written cards, sent flowers and answered any questions or concerns I had during and after that time. Even in response to this email (that was mistakenly addressed to my husband John), Jarrett called me personally to apologize for that and promised to make sure all of their records would be updated. This has been a very difficult year, but I appreciate knowing I have the support of the wonderful team at W.A.Smith.
Nate Fockler has been exceptional at teaching, advocating and growing my retirement account. He is organized and logical and demonstrates exemplary skills in money management. I would recommend WA Smith to anyone looking for a great group of people who take asset management to the next level.
It's been great. Andrew and his team are always ready to help me with any questions or needs. That definitely reduced my anxiety regarding retirement.
I attended a “meet and greet” with AndrewToccaceli representing W A Smith Company. I was sold by his charismatic approach to the world of finance. He opened our eyes to many important details that our other advisors had missed. As has been said by Bill Smith as to what is something many customers say to him, we agree, “we wish we had met him 5 years earlier”.
I found a welcoming atmosphere and clear understanding of the options available to secure my financial future. Everyone I worked with were very professional and truly seem to want the best outcome for me and my wife. Thanks for a positive outcome and look forward to working together for the foreseeable future
Our first discussion back in 2016/2017 was with Bill Smith to discuss our retirement plans 4 -5 years in advance. This call convinced us that we wanted to have further discussions with the WA Smith team. Our follow-up meeting was with Jarrett Lang, and am happy to say we have been working wit Jarrett and the WA Smith team ever since (now almost 5 years retired). Jarrett has help us create a great plan that covers the 5 key areas of a comprehensive retirement plan. Love our regular check in meetings to discuss and tweak our plan when needed. I have highly recommended WA Smith to a number of friends and former business associates, and am happy to say that several are now working with the WA Smith team.
We have found WA Smith to be a tremendous blessing. They took us as clients and completely organized our finances, reduced fees, stopped us from wasting money on redundant insurances, and patiently explained everything step by step. I don’t think we could have retired when we did if we had not had WA Smith.
My wife and I are so happy that we joined your family in 2018. After the closing of Toys-R-Us where my wife had worked for almost 30 years we knew that we had to come up with a plan for her 401K and some money that we had in savings and WA Smith was our choice based on your Sunday morning programs. We have been very pleased with how are investments have been handled by Andrew Toccaceli and David Colleto and they are both very “nice” to work with. We are also happy with how you keep us up to date on the state of the market and we appreciate the periodic strategy meetings. Overall, we have nothing but positive feelings about our relationship with WA Smith.
We have had a very positive experience working with Bill and his team. Everyone is extremely nice as well as very efficient. They listen to what our goals are and provide recommendations with full explanations. I really like that they work with us when exploring options. Would highly recommend.
I am so thankful for W.A. Smith -their financial expertise and compassion made all the difference in my life when my husband was killed in an accident.
Laura and I have appreciated working with everyone in the firm. Everyone has been extremely friendly and helpful with all of our transactions. I especially like the forms of education that you provide through the Sunday television show, YouTube videos and the lunch and learns. Those lessons have guided my approach and execution of our financial plan. I feel we are in control of our financial future.
In 2011, we attended a WA Smith dinner to learn about the company. While my wife suggested that we go, I did not think I would be interested. Fortunately, my wife encouraged me to attend. After the dinner and presentation by Bill Smith, we arranged one on one appointment with him to discuss Our financial situation. We were very impressed with the insights they provided. We shared all the information about our finances, and Bill scheduled another meeting for us to continue our discussions. Over the following months we met frequently to develop a financial program that suited our needs. We finally began to feel optimistic about our financial future, with a clear plan for retirement. We are 100% satisfied with the support, knowledge and expertise with Bill and his team.
Excellent from the first meeting and only got better !!!! so glad we switched to u
After my mother passed away my brother, Darell Heiselman, suggested that I contact Bill Smith to assist with my financial needs since he was a current client of Bill's and was very happy with the outcome of his financial needs. I flew back to Ohio and my brother arranged a meeting for me to meet with Bill. I was extremely impressed with his ideas and recommendations therefore I sent my funds that I had inherited to Bill to invest. Even though we live in a different state he was so willing to assist me through Zoom meetings and phone calls and helped guide me with great suggestions. After working with Bill for some time, my husband saw the great outcome of my investments I was receiving so he even decided to transfer all his funds that he had inherited for Bill to invest as well. We are so happy with all the assistance, advice, kindness and great service we receive from all of the employees at W.A. Smith Financial Group! There is always someone that contacts us whenever we have a question in a We would highly recommend, and have done so, to anyone wishing to have a financial advisor assist them with all their financial needs.
Bill and his staff have provided great guidance for my father and my family for many years. Everyone has been extremely professional and their knowledge of the wealth management is first rate.
Quite simply, I sleep better at night knowing I am in good hands through my adviser Jarrett Lang.
Working with WA Smith has been nothing short of wonderful. Absolutely zero pressure. We have met with our account rep several times. He LISTENED to us , didn't attempt to "sell" us anything, and hasn't ever. He has been able to help us "downsize" our scattered assets to make it more manageable, not only for us but for our heirs upon our demise. They are the only firm that we spoke to that we felt understood our desires and financial goals.
Since entrusting WA Smith with my retirement plans 9 years ago my portfolio has grown beyond my expectations. Once communicating my thoughts the group has more than meet my needs with no interjection from me. I would highly recommend WA Smith to execute a plan that meets your needs.
I'm very pleased with the experience I've had with W.A. Smith. I monitor my portfolio monthly but am quite comfortable having Jarrett and his service team handle my finances. Jarrett's personality is what sold my wife to select W.A. Smith over other firms we met with back in 2017. We have a very relaxed relationship with Jarrett and have followed his recommendations thus far. He really takes the time to listen to us and never pushed us into making decisions or change our minds on some one time distributions we wanted to take. Everyone we've met so far at group is professional, knowledgeable and friendly. Having a team of consultants for tax planning, estate planning, long term healthcare, etc. helps us feel comfortable that all of our documents and plans are in order.
Our experience has been outstanding. Jacob has always spent the time needed to explain our investments and how to move forward as opportunities present themself. I feel like we are part of a family that takes care of our financial security.
My experience with W.A. Smith Financial Group has been very excellent. I am extremely happy with the personalized customer service and responsive response to any questions and concerns.
Experience has been great. Great team of financial advisors. Love how they keep clients informed and educated on changing market strategies.
My father's accounts were with W. A. Smith Financial Group at the time of his passing in 2022; I made a decision at that time to remain with the firm, establishing accounts with the funds that I inherited. The team was extremely empathetic, helpful & supportive, even referring me to a CPA who not only assisted with Dad's final income tax return & the estate tax returns but also has continued on as my personal CPA. The team listened to my goals for the funds, made suggestions & established a game plan for me. After the 1st year, we reviewed my accounts as well as my goals, then made some changes to my investment strategy. I have been quite pleased with the results of those changes. In addition, as I established a trust this year, the team assisted me with the completion of all needed paperwork to transfer my accounts into my trust. When I call or when I am in a meeting, I always feel that I am a valued client. Thanks so much!
Refreshing. Extremely professional, but very personal as well. Jarrett and his team have provided solid advice and the follow through to do what they say has been spot on. I am extremely happy with our results and continue to have confidence that W.A.Smith will provide us with the future guidance needed.
It's been wonderful! I was unhappy with my previous advisor. My experience with your company has been a night and day difference as it relates to customer service and my portfolios profits.
It was a great transition from my previous financial firm to WASmith. I now have a financial plan I am comfortable with. WASmith is definitely a team-oriented firm and is very friendly to work with. WASmith is a very responsive firm when I have questions, request a meeting, etc. Overall - a great firm to handle the five main parts of any retirement plan pertaining to income planning, investment planning, tax planning, estate planning, and health care planning. Lastly, I feel I have a very close and great working relationship with my financial advisor.
We started with your company based on a dinner we went to with a presentation by Jarrett Lang. He did a terrific job, so we went through the process of opening an account and transferring my 401K I had left basically sitting idle for two years after retiring from my former employer. He was very helpful and walked us through and explained the entire process. At the time my husband was still working, so he advised we leave his money in the 401K until it achieved enough growth, and he retired. Upon my husband's retirement in 2021, we were assigned to Jacob Knisley to set up an account for job. Jacob also did an excellent job reviewing our needs and goals and made the 401K transfer of funds seamless. We also worked with Peter Szklary who assisted us in choosing a Medicare supplement plan. He was also very helpful in walking us through this daunting process. In conclusion, you have an excellent staff who have been great at listening to our needs and walking us through the financial hurdles of retirement.
W A Smith reorganized my finances in a sensible and meaningful way for me to understand and feel comfortable. I've been working with Andrew Toccaceli and David Coletti and have nothing but the highest regards for the both of them. I've actually told me children about the company and would like to have them take a closer look.
Awesome, became a client because of Zach Bush 's employment with you. He is beyond the very best. Have been a client of Zach's since approximately 2018. When he makes any changes in his employment status, I make a change as well. He is honest and can be trusted, as well as beyond well qualified. Approachable and friendly, but remains professional qualities I must have
The best financial group I have ever dealt with
Everyone that I have had contact with at W.A. Smith Financial since the beginning, have been diligent and reliable when I have requested trade and investment information and strategies. Their advise has proven to be the best options for my retirement/financial goals. I appreciate their dedication to providing us with such a high level of professionalism. Thank you W.A. Smith Financial Group! Harry Berman
My experiences have all been very positive. I worked with Andrew to establish my retirement needs, risk level….now I touch base once or twice a year with Zach. I have also had very positive interactions with Michelle. This year your team has been very helpful with my transition to Medicare/supplemental insurance
I am very pleased with all the interactions I have had, especially with Zach Bush.
We’ve always had great success working with WA Smith. The staff is all knowledgeable and gets things done in a timely manner.
Great working relationship, very professional and personal. Good sense of financial security for myself and Janet until she passed
It has been good so far exceeded my expectations
Our experience has been extremely positive. Everyone has been very helpful and professional in helping us secure our retirement in order for us to live a comfortable lifestyle into our later years.
Was a very professional experience. Feel comfortable with the Group handling my resources, as I want.
Very good and helpful. They take the time to explain your portfolio so you understand it. Would recomend highly them.
It has been a positive experience working and meeting the staff. Everyone has been extremely professional and helpful from the person answering the phone to the advisors I have worked with. Always helpful in answering my questions.
Working with Jacob has been a great experience for my wife and I. He is patient, flexible and provided great insights so we can make better decisions.
Excellent very helpful and have chose wise decisions with finances as well as retirement planning
I am very pleased at the ease, professionalism, customer service, and friendliness. I feel confident with W.A. Smith I will reach my retirement goals.
They are patient and responsive to my questions and I don't feel like I am bothering them when I have a question or concern.
The experience has been seamless and exciting , I had no idea the value that a professional team could bring to my portfolio.
Great feedback and explanations on every aspect of my financial situation and what is the game plan.
I think it has been good. I like the approach of our advisors and our funds have done well. Regular reviews so we understand any changes that are suggested. Like the web site and reports to keep us current on our funds as well.
Everyone has been professional, but also very personable. When we have questions they are answered quickly.always keep us updated on new ideas and financial moves they would like to make.Jarrett set us up and Nate has been great we enjoy working with him.
Good experience started with Jared as our advisor. He was very thorough and did show he cared about our plans and our future regarding financial status and needs. The company offered very thorough information regarding their direction and philosophy regarding investments. The communication overall has been very good. Only a few times did I have to question some of the information given to me overall my wife and I feel very comfortable in your philosophies and your direction I feel the company has my best interest as their focal point
W.A.SMITH Financial has been very professional in all my interactions with them. Really enjoy working with Andrew Toccaceli, always listens and gives good feedback.
Evaluated a few different companies, and we kept coming back to WA Smith. We have been very happy. Low stress and easy to work with Nate and his team.
We have always had a positive experience with your financial group. We have learned a lot from Andrew Toccacelli and your lunch and learns. We read your news letters and updates to be better informed of the world of finance.
Excellent, very thorough and truly great listeners.
They are very experienced, professional and knowledgeable about my investments. I have always felt like I can trust them because they are the experts in this business.
This survey was addressed to my e-mail address, but my wife’s name (Christina) was on the greeting page. Other than that, we both have had no problems with the services we have received to date. Have never regretted joining this company when they opened their doors for business.
Professional, Honest and Thorough! That would describe our interaction with WASmith. I have complete trust that they do have our best interest at heart which is the basis of our relationship
I have been extremely satisfied with the services I have received. Nate, our financial advisor, takes time to keep in touch and we meet on a regular basis to review our finances and answer any questions that I may have.
They are available to answer questions and are never condescending. I feel that they are always acting ethically, even though I don’t have a lot of resources, I’m still given their time and energy.
WA Smith approach to investing and retirement planning alligns with my own thinking. Cover as best you can fixed expenses with guaranteed income {social.security, pension and fixed indexed annuities) Then invest the balance with the appropriate asset allocation factoring in risk capacity to take advantage of stock market gains, Accept the fact that this portion of our investment portfolio will fluctuate over time.
Very satisfied with the entire team
My experience as been good and satisfying so far. I retired 7/31/ 2020 and my account has maintained positive growth. We do met at least once a year for a review and I do like doing that. BUT, I would like meeting with the same advisor year after year if possible. I keep getting someone new with minimum experience. I would like to meet and develop a relationship with an advisor I feel Is knowledgeable and trustworthy with my best interest in mind, as I did with Jarett Lang in my first years before I retired. Other than that I`m satisfied with W.A. Smith Financial Group and plan on staying though out my retirement years with your team .
Good. Meeting & exceeding our expectations
Very responsive and knowledgeable!
Local company - speaking with a local rep face-to-face is always a good asset
Overall good experience. We like the philosophy of purpose based buckets for our investment portfolio. (Short-term vs long-term goals, income vs growth, legacy, etc.) We would like to better understand which accounts are in each of the buckets. Could this be included in the Year-by-Year Income Analysis? Other suggestions for improvement... Year-by-Year Income Analysis spreadsheet is difficult to read Financial Management does not account for inflation.
I really liked the initial meeting and getting the account set up. It felt like you were in it to make my account grow and explore every possible tax avenue there is for deductions. I appreciate the e mails on the market trends. I wished there was a personal review every few years to see it goals are being met. I have not spoken to an advisor since I signed up.
Very informative and financially good
We are very pleased with the advice provided and the investments were our funds have been placed. We need to follow up and start moving some stock We own into other investments and looking at tax implications. Zak has been following with us.
Excellent
Employees have been very responsive to my needs and questions. My only concern has been when my financial advisor has left the company and this is not shared. I would like to be informed of the new advisor assigned to my portfolio. I have been very pleased with your company!
Very happy with Andrew and the services offered.
Excellent
Jarrett has been wonderful to work with - he is very responsive and welcomes our questions. If we had any objection is would be relative to provide supporting models to recommendations. In our recent migration from American National to Gilico, we spent a lot of time trying to understand the full ramifications of the deal. We made a model and Jarrett worked with us to make sure it accurately reflected the opportunity. I think Jarrett should have an analyst to support him who could have created these models for us. That being said, when we were questioning the integrity of the Black Diamond reporting, Jarrett produced a very detailed explanation of the variance the resulted from our migration to Gilico (Note that discrepancy still exists on the Activity Summary page where the detail - start balance, withdrawal/addition, gains/losses and end balance don't reconcile.). I guess in summary, Jarrett needs more supporting staff - it seems like he is the advisor to everyone we meet. I should also note that Michelle Brown is also very supportive and responsive and has provided extremely detailed responses to our queries.
Very satisfied
Very responsive and knowledgeable!
Great
It has been a profitable pleasure working with Andrew.
Bill is always patient with me and my questions and very professional and knowledgeable.
Easy and understandable
Enjoyable and a learning experience
Positive
Overall the experience has been positive. I am in a better position financially.
It has been good. Returns on I vestments has been wonderful. The only difference I see now is that with WA Smith growing the personal touch is not quite what it used to be.
Good.
I`ve enjoyed the increase in our accounts as the markets have gone up. But I don`t here from anybody. There`s not enough communication.
Initially was very impressed with advice and planning. But the past couple of years unless I initiate a call. There is no contact.
At first it was very good,I would get calls every quarter and we would review my investments. For the last several years no one has contacted me and I couldn’t tell which associates deal with my investments.
At first very good. Frequent updates and conversations. Last ten years nothing. No calls or emails asking “How are you doing “or “What can we help you with” or “Are you happy with what we’re doing, what ca we do better”.
