Broker Check

Amy L. Smith Financial Services

Planning for your Successful Financial Future

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99 North Broad Street
Johnson City, NY 13790

(607) 797-8564
smitha@hdvest.net

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Products & Services

We provide assistance in the following areas:

Investments

  • Fee Based Accounts
  • Traditional IRA
  • Roth IRA
  • 529 College Savings Accounts
  • Brokerage Accounts
  • Common Stock
  • SEP IRA
  • Simple IRA
  • Bonds
  • Annuities

Financial Planning

  • Retirement Planning
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College Planning
  • Estate Planning

Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

Tax Planning

  • Individual Tax Preparation and Planning
  • Representation Before the IRS
  • State Tax Return Preparation
  • IRS and State Tax Audits