Greg Smith, CFP - Raymond James

Investing
Hours:
24836 W Newberry Rd, Newberry FL 32669
(352) 472-3220 Directions

Hours

Monday
8AM - 5AM
Tuesday
8AM - 5PM
Wednesday
8AM - 5PM
Thursday
8AM - 5PM
Friday
8AM - 5PM
Saturday
Closed
Sunday
Closed

About Greg Smith, CFP - Raymond James

Greg Smith, CFP® - Raymond James is known for providing excellent personalized service and effective communication. Clients appreciate the informative nature of meetings, where questions are answered thoroughly without feeling rushed. The team is dedicated to helping clients understand the financial planning process through educational events and regular progress updates. They collaborate with attorneys and CPAs on tax and estate planning topics, enhancing the overall experience. Interns have noted the team's dedication to quality service, highlighting their kindness and expertise. Overall, Greg Smith and his team are highly recommended for anyone seeking support with their financial needs.

Most Recent Reviews

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  • September 2023
    My experience with Mr. Greg Smith has been excellent. He provides personalized service and is very good about explaining and answering any questions I have.
  • September 2023
    Greg is an extremely knowledgeable financial planner. Highly recommend!
  • September 2023
    Have know Greg for a while he has helped me and my family. Great person to work with.

More Comments(8)

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Location and Contact

Raymond James

Financial Planners in Newberry, FL 24836 W Newberry Rd, Newberry (352) 472-3220 Suggest an Edit