Smith Wealth Management
6020 Academy Rd NE Ste 202, Albuquerque, NM 87109
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.
More Business Info
Retirement and Investment Strategies for your Serious Money
- Hours
- Regular Hours
Mon - Fri: - Extra Phones
Fax: 505-856-8253
Phone: 505-850-3151
- Neighborhood
- Academy Acres North
- Accreditation
CIMA, Certified Investment Management Analyst LPL Financial, Member FINRA/SIPC
- Other Link
- Categories
- Investments, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds
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