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Smith Financial Planners

Smith Financial Planners

Financial ServicesFlag of USHoover, Alabama, United States1-10 Employees

Company overview

Headquarters2870 Old Rocky Ridge Road, Suite 130, Birmingham, AL 35243, US
Phone number+12056649015
Website
NAICS52
SIC628
Keywords
Retirement Planning, Life Insurance, Financial Planning, Mutual Funds, Variable Annuity, Atlernative Investments
Founded2004
Employees1-10

Key Contacts at Smith Financial Planners

Flag of US

Taylor Smith

Owner

Flag of US

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.

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Smith Financial Planners revenue & valuation

Annual revenue$8,206,961
Revenue per employee$912,000
Estimated valuation?$26,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner
Vice President
Entry

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

Smith Financial Planners is located in Hoover, Alabama, US.
You can reach Smith Financial Planners at +12056649015.
Smith Financial Planners was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.
Smith Financial Planners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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