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Details

Retirement and Investment Strategies for your Serious Money

General Info

At Smith Wealth Management, our objective is to be our client?s primary source of advice for developing plans to help achieve financial goals. Accomplishing this objective requires that we draw upon our firm?s strengths ? connecting people, ideas, and capital ? to help our clients meet their objectives. Services Include, Financial Planning, Investment Management, Estate Planning, Portfolio Analysis, Asset Allocation, Retirement Income Recommendations, IRA, 401(k), 403(b), ROTH, non retirement investment account review.

HoursOPEN NOW
Regular Hours:
Mon - Fri

Contact Info

Phones:

Main - 505-856-9237

Extra - 505-850-3151

Fax - 505-856-8253

Address:
6020 Academy Rd NE Ste 202 Albuquerque, NM 87109
Email:

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Categories
Investments, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds
Neighborhood
Academy Acres North
Accreditation

CIMA, Certified Investment Management Analyst LPL Financial, Member FINRA/SIPC

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