Smith Marion & Co., Inc

Pete and the team at Smith Marion are top notch. Ive been using them for years and extremely happy. Thank you for all you do!
Mar 27th, 2024

I'm so grateful to have had Mr Carlos Carazo and the entire Redlands Smith Marion team in a difficult year following the passing of my mother. Carlos's assistance, support, & encouragement made all the difference in a difficult year as the Successor Trustee of a Family Trust. I'd like to thank the management and managing partners for providing me with the 5STAR support, guidance, and preparation and filing of the family Trust Federal and State Trust returns, I couldn't have gotten through this difficult year without Carlos and the entire Redlands Smith Marion Team - Thank You !
Feb 27th, 2024

I recently attended a training that was facilitated by Smith Marion & Co., Inc. I cannot say enough great things about Hannah Baldwin and Nataly Andrade. Both of them were very professional, knowledgeable and kind. Trainings and conferences can sometimes be boring. However, Hannah kept my attention and made everything easy to understand. Definitely 5 stars well deserved!
Feb 23rd, 2024

Best stetegic planning experience EVER! Our staff now has a clear picture of the direction we are headed in, as our organization grows. We now have the tools to grow in a healthy way. The entire staff sees clearly now! Can't thank Smith Marion enough.
Feb 18th, 2024

What an amazing group of people to work with and be associated with. Absolutely top notch!!
Feb 11th, 2024