The Smith Group Tax and Wealth Advisors

Financial Services - Aiken, SC, US

The Smith Group Tax and Wealth Advisors Employees
Hope Mullins

Marketing and Operations Manager

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At The Smith Group, we understand the process of life planning and the importance of a proactive plan in order to achieve set goals. Our mission is to identify value added products & services, assist in planning, and provide any assistance that might be needed in preparing a successful life plan.We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements. This website is limited to the dissemination of general information pertaining to PCA's investment advisory/management services. Carl Smith and Brandon Williams are investment Advisor Representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV form PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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Website: tsgwealth.com
Employees: 20 - 49
HQ: 803-649-6645
Location: Aiken, SC, US
Revenue: Not Available
Tax Management Investment Management Retirement Strategies Estate Conservation Insurance Planning Retirement Income Planning Estate Planning
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