Smith Wealth Management - Smith Financial & Associates P.C.

Smith Financial & Associates, P.C. and Smith Wealth Management Has been serving the Forney area since 1999. We provide Financial & Retirement Planning, Tax Reduction & Planning Strategies, and Tax Preparation for Individuals and businesses. With over twenty five years of experience, we decided years ago to create a business model focused on you and the need for more complete, honest, informed, and convenient advice for investors, tax payers and business owners. Our clientele are nationwide and we provide an overall Financial Planning Service to meet the most unique needs of any individual and business. Rich Smith, MBA, EA, CFP®

How the reviews break down

5.0★ average from 13 Google reviews

  • 5
    13 100%
  • 4
    0 0%
  • 3
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  • 1
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Low ratings are rare here — 0% of reviews are one or two stars.

Services offered by Smith Wealth Management - Smith Financial & Associates P.C.

Financial Planner

Provides comprehensive financial and retirement planning tailored to individual and business needs.

Accountant

Offers accounting services focused on accurate financial reporting and compliance for individuals and businesses.

Accounting Firm

Delivers a range of accounting services, including bookkeeping and financial analysis for various clients.

Financial Advisor

Assists clients with investment strategies and financial goals through personalized advice and planning.

Financial Consultant

Provides expert guidance on financial strategies to help clients achieve their unique financial objectives.

Investment Service

Offers investment management and advisory services to help clients grow their wealth effectively.

Stock Broker

Facilitates buying and selling of stocks and securities, providing market insights to clients.

Tax Consultant

Advises clients on tax reduction strategies and compliance with tax laws for optimal financial outcomes.

Tax Preparation

Prepares tax returns for individuals and businesses, ensuring accuracy and adherence to regulations.

Tax Preparation Service

Provides professional tax preparation services aimed at maximizing deductions and minimizing liabilities.

Online appointments
Wheelchair accessible entrance
Wheelchair accessible parking
Wheelchair accessible restroom
Restrooms available
Appointment required
Appointments recommended

Cities

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