Peter RFC

Wealth Advisor at W.A. Smith Financial Group - Elyria, OH, US

Peter RFC's Colleagues at W.A. Smith Financial Group
Sarah Arnold

Marketing Coordinator

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Coley Neel

Investment Strategist

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Lisa Timko

Executive Assistant

Contact Lisa Timko

Bill Smith

Retirement & Income Planning Specialist | Financial Author | CEO

Contact Bill Smith

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Peter RFC's Contact Details
HQ
419-626-8600
Location
Company
W.A. Smith Financial Group
Peter RFC's Company Details
W.A. Smith Financial Group logo, W.A. Smith Financial Group contact details

W.A. Smith Financial Group

Elyria, OH, US • 20 - 49 Employees
Financial Services

W.A. Smith Financial Group manages money for successful individuals and business owners. With a combined 60 years of financial experience, our team specializes in helping pre-retirees, retirees and business owners build strategies that allow them to reach their goals and live their dreams.You may know our CEO, Bill Smith, from his TV show with Robin Swoboda, or from his latest book, Retirement Tune-Up: Plan Well and Prosper in Retirement. In addition to training hundreds of financial advisors across the U.S., Bill has personally trained each wealth advisor on the W.A. Smith Financial team, ensuring you get the comprehensive guidance you deserve.If you've worked with other financial professionals who seemed more like salespeople than advisors, rest assured that you won't have that experience at W.A. Smith Financial. We focus on creating a plan, not on individual products.Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance services offered through W.A. Smith Financial, LLC. Robin Swoboda is a paid affiliate of the Bill Smith show.

Financial Advising Strategic Financial Planning Money Management Investment Advisory Services Estate Planning Retirement Income Planning Wealth Management Wealth Preservation Fiduciary Services Financial Services Financial Advisory Services
Details about W.A. Smith Financial Group
Frequently Asked Questions about Peter RFC
Peter RFC currently works for W.A. Smith Financial Group.
Peter RFC's role at W.A. Smith Financial Group is Wealth Advisor.
Peter RFC's email address is ***@wasmithfinancial.com. To view Peter RFC's full email address, please signup to ConnectPlex.
Peter RFC works in the Financial Services industry.
Peter RFC's colleagues at W.A. Smith Financial Group are Sarah Arnold, Brendan ODonnell, Nathaniel Fockler, Emily Deconcini, Coley Neel, Lisa Timko, Bill Smith and others.
Peter RFC's phone number is 419-626-8600
See more information about Peter RFC