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Amy L. Smith Financial Services

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99 North Broad Street
Johnson City, NY 13790

(607) 797-8564
smitha@hdvest.net

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Social Security: By the Numbers Estate Management 101 Should You Tap Retirement Savings to Fund College? The Real Cost of a Vacation Home

Welcome to Amy L. Smith Financial Services

Here at Amy L. Smith Financial Services, individuals and families can seek financial planning* advice and services as they pursue their dreams and goals. I believe that by establishing a firm foundation of trust and communication, and by recognizing that there are eight wealth management issues essential to any financial solution, I can help you develop a plan to follow that is unique to your personal needs and goals.

The foundation of our success has been the personal relationships we develop with each of our clients. By truly understanding who you are and what you want, we can assist you more effectively on your path toward financial success. We are dedicated in helping you set financial goals, monitoring those goals and keeping you informed of the process and achievement of these goals.

We invite you to explore our website to learn more about Amy L. Smith Financial Services, our team, and the array of resources available to you on this site. You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial and investment related sites.

We would welcome the opportunity to help you begin planning for your successful financial future. Call us at (607) 797-8564.

*These services are offered by Amy Smith through her affiliation with HD Vest

Providing consistent, quality customer service 
  

Call (607) 217-4148 to set up your 2016 tax appointment!

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Can Election Results Predict the Market?

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