


Smith Financial Planners
Financial Services • Hoover, Alabama, United States • 1-10 Employees
Company overview
| Headquarters | 2870 Old Rocky Ridge Road, Suite 130, Birmingham, AL 35243, US |
| Phone number | +12056649015 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Life Insurance, Financial Planning, Mutual Funds, Variable Annuity, Atlernative Investments |
| Founded | 2004 |
| Employees | 1-10 |
Key Contacts at Smith Financial Planners
Taylor Smith
Owner
Victoria Smith
Co-Owner/Office Manager
About Smith Financial Planners
At Smith Financial Planners, LLC we are committed to Biblically Responsible principles in investing. We are committed to providing clients an opportunity to invest in companies that excel in creating value and profit from ethical and sustainable activities. We believe in operating with integrity and creating value, while excelling. Our business passion is to help people create a comprehensive financial plan and then guide them through the completion of that plan year after year. We are a financial GPS system. We plug in where a client is now, determine where they want to go and calculate a course to get them there.
Smith Financial Planners revenue & valuation
| Annual revenue | $8,206,961 |
| Revenue per employee | $912,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $26,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Smith Financial Planners has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Smith Financial Planners has never raised funding before.
Frequently asked questions
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