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Retirement and Investment Strategies for your Serious Money
- General Info
- At Smith Wealth Management, our objective is to be our client?s primary source of advice for developing plans to help achieve financial goals. Accomplishing this objective requires that we draw upon our firm?s strengths ? connecting people, ideas, and capital ? to help our clients meet their objectives. Services Include, Financial Planning, Investment Management, Estate Planning, Portfolio Analysis, Asset Allocation, Retirement Income Recommendations, IRA, 401(k), 403(b), ROTH, non retirement investment account review.
- Email Business
- Extra Phones
Phone: (505) 850-3151
Fax: (505) 856-8253
- Neighborhood
- Academy Acres North
- Accreditation
CIMA, Certified Investment Management Analyst LPL Financial, Member FINRA/SIPC
- Other Link
- Categories
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Details
Phone: (505) 856-9237
Address: 6020 Academy Rd NE Ste 202, Albuquerque, NM 87109
Website: http://www.lpl.com/todd.smith
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