Amy L. Smith Financial Services is dedicated to assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. Planning for our client's successful financial future is our top priority.
We are committed to providing our clients with the education, inspiration, and motivation they need as they pursue their dreams and goals. To do this, we believe having a personal relationship is the key. By understanding where you are, where you want to be, and what is important to you, we can keep you focused with personalized reminders of the importance of your individualized plan. It is not a "one-size fits all" approach that so many robo-advisors or self directed platforms offer. What makes us different? We care about you.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your financial future. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 607-797-8564.