W.A. Smith Financial Group Email Formats

Financial Services • 5070 Waterford Dr, Sheffield Village, United States • 21-50 Employees

W.A. Smith Financial Group Email Formats

W.A. Smith Financial Group uses 3 email formats. The most common is {first initial} (e.g., j@wasmithfinancial.com), used 65.2% of the time.

Format	Example	Percentage
{first initial}	j@wasmithfinancial.com	65.2%
{first name}	john@wasmithfinancial.com	26.1%
{first name}{last name}	johndoe@wasmithfinancial.com	8.7%

Key Contacts at W.A. Smith Financial Group

Jarrett Lang

Director Of Marketing

Jared Patton

Director Of Financial Planning

Willie Lauer

Director Of Client Service, Advisor

Company overview

Headquarters	5070 Waterford Dr, Sheffield Village, Ohio 44035, US
Phone number	+12165039000
Website	wasmithfinancial.com
NAICS	52
SIC	628
Keywords	Tax Planning, Retirement Planning, Investment Advisory Services, Comprehensive Income Plans
Employees	21-50
Socials

About W.A. Smith Financial Group

At W.A. Smith Financial Group, we aim to empower you to live your retirement dreams. We specialize in holistic financial planning and investment management, working alongside individuals, families, and business owners to pursue a secure and fulfilling future. We also aim to develop financial plans that are built around your retirement vision. We believe retirement is about living a life that excites you, not just a number on a page. Our team of experienced advisors takes a personalized approach, crafting comprehensive plans that address your unique goals, values, and aspirations. We have decades of experience helping clients navigate the complexities of: - Retirement income planning - Investment management - Tax strategies - Estate planning - Healthcare planning We work with individuals, families, and business owners who come from diverse backgrounds and share a common goal: to feel confident about their financial future and enjoy a comfortable retirement. Ready to take the next step toward building a new retirement plan? Schedule a complimentary call today to explore how we can help you work towards achieving your financial goals. You can also start by joining Ascend360 Insider, where we cover common questions and concerns about financial planning in weekly episodes with our Founder and CEO, Bill Smith, RICP®, MRFC®.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

W.A. Smith Financial Group has 16 employees across 5 departments.

Departments

Number of employees

Funding Data

W.A. Smith Financial Group has never raised funding before.

W.A. Smith Financial Group Tech Stack

Discover the technologies and tools that power W.A. Smith Financial Group's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

Gravity Forms

Form builders

Site Kit

Analytics

Vimeo

Video players

Embedly

Widgets

Hotjar

Analytics

Animate.css

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

Frequently asked questions

W.A. Smith Financial Group is located in 5070 Waterford Dr, Sheffield Village, US.

You can reach W.A. Smith Financial Group at +12165039000.

W.A. Smith Financial Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.