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“Very informative and professional services able to answer most questions on the spot. Great at educating investors and providing facts concerning financial investments.”
“When we moved from to Cleveland we asked our realtor for a tax specialist. She recommended Smith Financial (George). Today capped the 8th year of his company managing our taxes. Now my business taxes as well. Between George and Greg, no question can go unanswered. Thankful for the referral many years ago.”
Financial Advising
Financial Advising
Financial Advising
“When you need a new financial planner, be sure to ask for Thomas Erb at Wells Fargo. I needed to find a new planner who could help me navigate a 401K roll over and to right some poor choices I had made from working with others in the past. Tom will walk you through the steps, provide information to allow you to make the best next right choice for your future. He is truly helping people achieve their goals.”