Broker Check

Amy L. Smith Financial Services

Planning for your Successful Financial Future


99 North Broad Street
Johnson City, NY 13790

(607) 797-8564



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Amy L. Smith can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

Amy can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Amy has helped many people just like you with similar issues and concerns. She specializes in creating an approach that is designed to address your individual situation.


Amy Smith EA

Financial Advisor

(607) 797-8564

(607) 797-1656

Amy Smith is a Registered Representative with HD Vest Investment Services and an Advisory Representative with HD Vest Advisory Services serving clients in several states. In addition, Amy is licensed to meet your Life Insurance (read more)

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I joined Amy L. Smith Financial Services in December 2016 as an Administrative Assistant. Some of my responsibilities include greeting clients, file maintenance, office compliance procedures and marketing. I also work on our social...

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