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        Retirement and Investment Strategies for your Serious Money

        General Info
        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.
        Email
        Extra Phones

        Phone: (505) 850-3151

        Fax: (505) 856-8253

        Neighborhood
        Academy Acres North
        Accreditation

        CIMA, Certified Investment Management Analyst LPL Financial, Member FINRA/SIPC

        Other Link

        http://www.lpl.com/todd.smith

        Categories
        Investments, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds

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        Details

        Phone: (505) 856-9237

        Address: 6020 Academy Rd NE Ste 202, Albuquerque, NM 87109

        Website: http://www.lpl.com/todd.smith

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