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.

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.


Excellent. 10 of 10. Responsive, forward thinking, personable. Our advisor is willing to give his honest opinion.


Our advisor calms the waters during turbulent times.